A Glorious October! Is it right to go all-in on 0050 (Taiwan Stock Market) with credit below 50,000 points?

Cheng Cheng-hua: TSMC's Past Inertia: Rise Before Earnings Conference, Fall and Consolidate Afterwards

Cheng Cheng-hua: US Treasury Yields Keep Surgeing; Beware of Black Swan Events and Financial System Problems

Cheng Cheng-hua: Everyone Knows TSMC's Earnings Conference is Good; Funds Are Instead Chasing Up Price Concept Stocks

Cheng Cheng-hua: Major US CSP Manufacturers Place Over-Orders; Data Center Approvals After Midterm Elections: Electricity Becomes Key

The Power-Eating Monster is Coming! The Power Demand Battle for AI Data Centers is Crucial

Huang Renxun's Five-Layer Cake Theory: No Power! Even the Strongest AI Can't Run

The Ultimate Test of the AI ​​Era! How to Safely Deliver Electricity to Server Racks

Su Weiyuan: NVIDIA AI Server Rack Power Consumption Increases 20 Times in Six Years, Igniting the Next Wave of Power Demand Revolution

Su Weiyuan: Prices Soar 37 Times, AI Server Power Supplies Turn into Golden Components

Su Weiyuan: AI Computing Power Soars, US Power Giants Unleash Amazing Bull Run

Su Weiyuan: Mountainous Area Benefits from Resilient Power Grid + TSMC AI Cable Business Opportunities, Revenue and Profit Hit Record Highs

From Data Centers to Terminal Equipment: Understanding the Huge Business Opportunities of AI High-Speed ​​Interconnection and Wi-Fi 7

AI Era Network Dual Engines: Wi-Fi 7 + CPO Creates Ultra-Smooth Transmission

AI Era Network Focus Shifts to Low Latency: Understanding the Business Opportunities of Wi-Fi 7 Generational Change

Chen Jianquan: Price-to-Earnings Ratio of Only 15 Times! First Half EPS Surges 44%, Rongchang Rises to the Wi-Fi 7 + Low-Earth Orbit Satellite Craze

Can't Turn Off Grok in My Heart!? Say Goodbye to Market Manipulation and Overcome Anxiety: Understand Trading Strategies

Aspirin: Securities Transfer Balance Continues to Surge, Large Investors Drive Up Prices in Gold-Rated Stocks

Great Opportunity? Aspirin: Nvidia Stock Price Hits All-Time High, Weak US Stocks Rebound

Aspirin: New Regulations Preventing Four-Borrowing System to Tighten Funding Again at the End of October

#TSMC #FourBorrowingSimultaneous #Nvidia #Grok #Wi-Fi7 #StrongGrid #AI #Electricity #CPO #AICabinet #USTreasuryYield #0050

[Host] Chiu Chin-Yi

[Guests] Cheng Cheng-Hua (Captain), Chief Investment Officer, Tengxu Company
Chen Chien-Chuan, Mars Quantitative Analyst
Su Wei-Yuan, Senior Analyst
Aspirin, Market Analyst

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