| 2026-04-30 | CoWoS 之後誰接棒？CPO・SoIC・PLP 開啟下一輪 CAPEX！#萬潤 #弘塑 | 0:00 | 62 | |
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| 2026-04-30 | Life as a Stock Trader: A Bittersweet Story | I'll Do Better Next Time | 0:00 | 12 | |
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| 2026-04-29 | AI 算力爆發卻卡住？CPO 才是真瓶頸！#聯亞 #全新 #IET-KY #環宇-KY 深度拆解 | 0:00 | 651 | |
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| 2026-04-29 | 股牌人生：苦中帶笑 | 我再加一點 | 0:00 | 55 | |
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| 2026-04-28 | AI功耗暴增5倍！這顆「電感」才是最關鍵？7912 #新聿科 深度解析 | 0:00 | 188 | |
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| 2026-04-28 | 股牌人生：苦中帶笑 | 我先轉去別檔 | 0:00 | 110 | |
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| 2026-04-27 | Smartphones Beyond Saturation? New Growth in Optical Lenses: #LargePhone #GenuineElectronics, Whe... | 0:00 | 122 | |
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| 2026-04-27 | 股牌人生：苦中帶笑 | 手續費的那種痛 | 0:00 | 118 | |
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| 2026-04-26 | Will Q2 2026 be a strong off-season? Is it due to increased consumer electronics inventory buildu... | 0:00 | 65 | |
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| 2026-04-26 | 股牌人生：苦中帶笑 | 隔天就反彈 | 0:00 | 346 | |
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| 2026-04-25 | Laptop shipments surged in Q1 2026, but wasn't driven by genuine demand? Analysis of early order ... | 0:00 | 81 | |
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| 2026-04-25 | 股牌人生：苦中帶笑 | 今天先關機 | 0:00 | 154 | |
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| 2026-04-24 | What's next for AI computing infrastructure? Opportunities emerge in optical communication upgrad... | 0:00 | 711 | |
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| 2026-04-24 | 股牌人生：苦中帶笑 | 這次我一定抱住 | 0:00 | 577 | |
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| 2026-04-23 | 2026 AI Industry Reassessment: What are Foreign Investors Betting On in Their Latest 15 Reports? ... | 0:00 | 888 | |
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| 2026-04-22 | [Research Notes] Is CPO going to be delayed? NPO orders emerge, and the AI optical communicatio... | 0:00 | 57 | |
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| 2026-04-22 | 股牌人生：苦中帶笑 | 今天應該會漲吧 | 0:00 | 83 | |
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| 2026-04-21 | [Research Notes] AI Demand Explodes, But ABF Is Squeezed Out? Upstream Price Increases Trigger Ch... | 0:00 | 162 | |
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| 2026-04-21 | 股牌人生：苦中帶笑 | 五百的那一天 | 0:00 | 125 | |
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| 2026-04-20 | 稀土供應鏈重構：6.5兆風險正在形成？外資揭三大關鍵變數 | 0:00 | 74 | |
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| 2026-04-20 | Stock Market Life: Not About Cheap, But About Holding On #Philink | 0:00 | 53 | |
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| 2026-04-19 | 【研究筆記】伺服器越賣越多，產值卻下滑？外資拆解資料中心ODM真相 #緯穎 #廣達 #鴻海 #緯創 | 0:00 | 342 | |
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| 2026-04-19 | Stock Market Life: A Game of Chips | If I Could Do It Again | 0:00 | 76 | |
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| 2026-04-18 | Will the economic landscape change drastically in 2026? Supply chain and cost reassessment under ... | 0:00 | 99 | |
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| 2026-04-18 | AI越普及，風險越大？信任赤字與資料中心逆風浮現 | 0:00 | 53 | |
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| 2026-04-18 | Stock Market Life: A Game of Chips | You Think You're Trading, But You're Actually Being Manipulated | 0:00 | 121 | |
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| 2026-04-17 | [Research Notes] Foreign Investors Are Buying Aggressively—Are They Buying the Dip or Averaging D... | 0:00 | 91 | |
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| 2026-04-17 | Is Taiwan Rainbow not popular? #TaiwanRainbow | 0:00 | 154 | |
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| 2026-04-16 | Is the memory supercycle still not over? Supply and demand imbalances and 3 major variables under... | 0:00 | 2,418 | |
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| 2026-04-15 | Shipments surged, but production value declined? The true structure of the data center supply cha... | 0:00 | 88 | |
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| 2026-04-14 | [Research Notes] Is AI Optical Communication About to Explode? Capacity Bottlenecks and Supply Ch... | 0:00 | 604 | |
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| 2026-04-12 | AI is reshaping supply chains; can India keep up? Latest South Asian economic outlook from foreig... | 0:00 | 35 | |
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| 2026-04-11 | [Research Notes] On the Eve of GB300 Mass Production: Is the AI Supply Chain No Longer a "Profi... | 0:00 | 61 | |
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| 2026-04-10 | Foreign investors are bullish, yet the market has hit a low? The ASIC logic behind Worldchip-KY h... | 0:00 | 1,229 | |
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| 2026-04-09 | Are foreign investors heavily investing in the AI supply chain? The market may be completely wr... | 0:00 | 83 | |
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| 2026-04-08 | #Weiying Target price 6000? But the stock price has been revised downwards, what is the market tr... | 0:00 | 139 | |
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| 2026-04-07 | AI infrastructure is still expanding, but risks are also accumulating? A breakdown of key variabl... | 0:00 | 44 | |
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| 2026-04-06 | CoWoS只是起點？#弘塑 卡位SoIC與面板級封裝的關鍵機會 | 0:00 | 206 | |
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| 2026-04-05 | AI獨強還是全面復甦？2026半導體分化的關鍵變數拆解 | 0:00 | 125 | |
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| 2026-04-04 | Is GB300 about to see mass production? AI frenzy vs. weak consumer spending: a key divergence in ... | 0:00 | 73 | |
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| 2026-04-03 | The Day We Were Young | 0:00 | 21 | |
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| 2026-04-02 | AI算力遇極限？CPO矽光子如何突破資料中心功耗瓶頸 | 0:00 | 83 | |
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| 2026-04-02 | TEST ZONE | 股牌人生：한 Signal | 0:00 | 140 | |
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| 2026-04-01 | 氣候變遷真的在推升CAPEX？資料中心基建敘事的真實與落差｜Uptime 2026 | 0:00 | 24 | |
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| 2026-04-01 | WAIT SIGNAL（신호 대기）| 股牌人生：한 Signal | 0:00 | 34 | |
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| 2026-03-31 | AI砸7000億還不夠？中東衝突引爆半導體供應鏈隱性風險 | 0:00 | 70 | |
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| 2026-03-31 | SHAKE OUT | 股牌人生：한 Signal | 0:00 | 38 | |
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| 2026-03-30 | AI開始吃電了？電力基建大擴張的市場假設拆解｜NEMA 2025 | 0:00 | 66 | |
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| 2026-03-30 | HOLD THE LINE | 股牌人生：한 Signal | 0:00 | 103 | |
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| 2026-03-29 | 2026 Q2會變盤嗎？AI基建升級＋地緣政治，三大關鍵變數拆解 | 0:00 | 73 | |
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| 2026-03-28 | Can Acer Gaming (6908) escape low profit margins? Key to its transformation from hardware distrib... | 0:00 | 87 | |
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| 2026-03-28 | Remember Us | 0:00 | 204 | |
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| 2026-03-27 | AI狂熱遇上通膨反擊？記憶體超級循環的最大變數曝光｜產業結構拆解 | 0:00 | 95 | |
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| 2026-03-27 | NOT WRONG, JUST TIME | 0:00 | 104 | |
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| 2026-03-26 | 面板報價連漲＝復甦？外資卻轉保守，舊循環正在失效｜2026產業結構拆解 | 0:00 | 53 | |
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| 2026-03-25 | 記憶體超級循環變調？外資轉向「這一塊」，DDR4 vs NAND 出現關鍵分歧｜產業拆解 | 0:00 | 255 | |
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| 2026-03-25 | FALSE LIGHT | 股牌人生：한 Signal | 0:00 | 167 | |
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| 2026-03-24 | AI晶片測試爆發前夜？探針卡70K針腳時代，誰才是真正贏家｜產業結構拆解 | 0:00 | 479 | |
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| 2026-03-24 | Not Broken, Just Reset | Stock Market Life: Signal | 0:00 | 175 | |
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| 2026-03-23 | 【研究筆記】AI晶片#愛普 封裝的關鍵瓶頸？矽電容（IPD）如何影響ASIC供應鏈 | 0:00 | 990 | |
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| 2026-03-22 | 【研究筆記】AI伺服器 #信驊 排擠效應失效？BMC晶片需求為何開始「量價齊揚」 | 0:00 | 352 | |
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| 2026-03-22 | 穿林之聲｜不猜底的人生 | 0:00 | 310 | |
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| 2026-03-21 | GTC2026全拆解：推論時代來了，AI下一個十年與最大變數 #NVIDIA #gtc2026 #AI產業 | 0:00 | 296 | |
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| 2026-03-21 | It's not the bottom, it's a test. | 0:00 | 101 | |
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| 2026-03-20 | 2026年3月產業速報｜AI基建＋地緣政治雙主線，8大產業誰真成長？誰只是預期？ | 0:00 | 329 | |
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| 2026-03-20 | Don't buy the dip tonight | 0:00 | 595 | |
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| 2026-03-19 | 【研究筆記】台灣砸1.25兆國防預算？非紅供應鏈與AI軍工機會 | 0:00 | 69 | |
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| 2026-03-19 | Within the range #WorldchipKY | 0:00 | 207 | |
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| 2026-03-18 | 【研究筆記】企業喊淨零就夠了嗎？外資評級框架揭示減碳轉型的真實門檻 | 0:00 | 53 | |
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| 2026-03-17 | AI 真的會讓經濟更繁榮嗎？白領危機與 SaaS 商業模式的隱藏風險 | 0:00 | 68 | |
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| 2026-03-17 | Warehouse A is holding steady | Warehouse B is working desperately every day 😂 | 0:00 | 223 | |
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| 2026-03-16 | 【研究筆記】台日數位貿易協議簽了，雲端與SaaS會改變什麼？ | 0:00 | 77 | |
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| 2026-03-15 | 【研究筆記】AI算力的真正瓶頸？資料中心為什麼開始搶電力 | 0:00 | 183 | |
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| 2026-03-14 | Is AI server growth being linearly extrapolated? Analyzing the valuation expectation gap of Taiwa... | 0:00 | 323 | |
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| 2026-03-14 | Stand Steady in the Storm｜Soulful Pop × Controlled Rap | 0:00 | 194 | |
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| 2026-03-13 | Is liquid cooling a guaranteed way to make money? The expectation gap behind AI servers is widening. | 0:00 | 508 | |
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| 2026-03-12 | Is the GPU no longer the only bottleneck? A reassessment signal for the 2026 AI transmission spec... | 0:00 | 285 | |
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| 2026-03-12 | Dream On | When the world says surrender is just a dream | 0:00 | 53 | | Dream
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| 2026-03-11 | When chips are no longer scarce, will power and materials become the new bottlenecks? AI supply c... | 0:00 | 328 | |
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| 2026-03-11 | Rebound, sell | #0050 Positive 2% Boost Rhythm the next day | 0:00 | 123 | | Rebound
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| 2026-03-10 | 【研究筆記】淡季失效了嗎？AI 需求正在改變消費電子週期 | 0:00 | 176 | |
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| 2026-03-10 | Old Wang Takes a Holiday | Urban Memes in the Trading Room | 0:00 | 169 | |
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| 2026-03-09 | AI 擴張的基礎設施瓶頸？財報正在揭露什麼訊號 | 0:00 | 178 | |
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| 2026-03-09 | 空襲警報 Panic Candle｜大綠K從天而降的那一夜 | 0:00 | 326 | |
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| 2026-03-08 | Are 17 foreign investment reports betting on the same theme? Market assumptions are becoming dang... | 0:00 | 530 | |
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| 2026-03-07 | [Stress Test] 27 corporate reports simultaneously show this signal: Has the stress test for overv... | 0:00 | 206 | |
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| 2026-03-07 | I didn't sell on the day it dropped 1500 points | Traders waiting for 30,000 points | 0:00 | 638 | |
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| 2026-03-06 | Analysis of 27 Corporate Reports: Is AI Rewriting the Power Grid? A Comprehensive Review of Marke... | 0:00 | 127 | |
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| 2026-03-06 | Skyline Echo｜Rise Above the Noise (Soul × Rap Duet) #StockMarketLife | 0:00 | 151 | |
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| 2026-03-04 | 【研究筆記】傳產回溫：循環反彈，還是 2026 結構修復？ | 0:00 | 113 | |
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| 2026-03-04 | Signal in the Storm｜Between the Noise and Silence (Soul × Rap Duet) | 0:00 | 160 | |
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| 2026-03-03 | AI 算力暴增，微縮還撐得住嗎？封裝成為下一階段主線？ | 0:00 | 407 | |
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| 2026-03-03 | #Calming the Storm｜Mind Over Market》Stock Market Rap｜The market is shooting arrows randomly, I on... | 0:00 | 344 | |
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| 2026-03-02 | AI-driven electricity consumption is accelerating: Is the logic of power investment changing? | 0:00 | 331 | |
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| 2026-03-02 | Are you really making a choice? | Invisible Strings | 0:00 | 201 | |
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| 2026-03-01 | With escalating tensions between the US and Iran, could war spiral out of control? Where do the r... | 0:00 | 1,234 | |
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| 2026-03-01 | Undeterred | Holding fast to faith amidst market volatility #StockMarketLife | 0:00 | 277 | |
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| 2026-02-27 | When memory price increases collide with Wi-Fi 7: Does the growth logic of networking need to be ... | 0:00 | 3,534 | |
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| 2026-02-27 | Adrenaline Trade | Mind Over Market | 0:00 | 768 | |
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| 2026-02-26 | January Revenue Anomalies: Are AI Servers Reshaping the Electronics Off-Season? | #ASUS #Acer | 0:00 | 360 | |
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