frontierstocks.substack.com/@frontierstocks
Bio
Frontier Stocks 是由孟力（Meng Li）撰写的 Substack 时事通讯，他是一位人工智能工程师、Apache Linkis 提交者和交易员。他每天分享对科技企业和科技股的分析，重点关注人工智能、半导体和清洁能源等领域。他的分析延伸到解构著名投资者的投资策略，例如沃伦·巴菲特对日本贸易公司的投资。 网络评价：巴菲特日本商社投资解构分析
Ideas
5 Ideas
AI disrupts U.S. industries, valuations drop $100B
U.S. stocks plunge on AI disruption fears; S&P 500 breaks support, Nasdaq sees worst drop in months.
Why Did Unity (U) Stock Crash Today?
Unity stock plunges on weak Q1 guidance despite earnings beat, as growth slowdown and AI competition fears trigger valuation reset.
Deconstructing Buffett's Playbook on Japan's Five Sogo Shosha
An analysis of Warren Buffett's investment strategy in Japan's five largest trading houses (sogo shosha).
Hidden AI Powerhouse Surges 55% in a Single Month!
Oracle surges 10% on AI cloud upgrade.
Market Snapback: Now What?
U.S. stocks staged a violent rebound with Dow hitting 50,000. Here's how to navigate the AI infrastructure boom, hedge fund software shorts, and where to invest now.