After observing NVIDIA’s series of announcements at GTC 2025, I felt an undeniable sense of awe. As someone who has long studied the economic ecosystem of artificial intelligence, I believe I am witnessing a “revolution of AI infrastructure,” where technology and capital are merging into a new industrial foundation. NVIDIA’s projected $500 billion in sales … Continue reading NVIDIA’s Rise in the Era of AI Infrastructure
I. From Rational Civilization to Survival Society, My Anxiety and Doubts I often watch the hurried faces passing by on the streets of Paris, some weary, others filled with hostility. These faces form a neurological conflict in my mind: a Europe that once symbolized reason, order, and responsibility, now dominated by anxiety and shortsighted Hedonia … Continue reading Reflections from a Neuroscience Perspective on the Decline of European Civilization and the Conflict with Immigrant Survival Instincts: My Observations on the Psychological and Economic Disintegration of French Society
My first impression after reading this report is that TSMC is using AI to redefine the entire semiconductor cycle. With revenue up 40.8% year over year, EPS at NT$17.44, and a 59.5% gross margin, this isn’t just a cyclical recovery, it’s the result of a structural transformation. Advanced process nodes accounted for 74% of wafer … Continue reading How I See TSMC’s Q3
As I reflect on the past fifteen years of Eurozone turbulence, one truth unsettles me deeply: the European Central Bank has transformed from a market stabilizer into the ultimate arbiter of sovereign credit, nowhere more evident than in France, the Eurozone’s heart. In 2025, we’re not facing a Greek style debt collapse, but a quieter, … Continue reading A Personal Reflection on the ECB’s Role as Sovereign Arbiter in 2025
You must be logged in to post a comment.