What I Felt at CES 2026 Was Not Just Anxiety, but an Economy Being Forced to Accelerate

If I am completely honest, my reaction after listening to the conversations surrounding CES 2026 was deeply ambivalent. On the one hand, I could clearly sense that a “production function explosion” is approaching. On the other, I could not deny that this technological narrative is not merely another episode of speculative excess, it directly confronts … Continue reading What I Felt at CES 2026 Was Not Just Anxiety, but an Economy Being Forced to Accelerate →

2026 | Events I Am Paying Attention To

January Bulgaria formally adopts the euro, with its GDP now exceeding that of Luxembourg. The symbolic meaning of eurozone expansion often outweighs the economic substance itself. Greg Abel becomes CEO of Berkshire Hathaway, with Warren Buffett remaining as chairman — for the first time, I genuinely feel that the Buffett era is entering its countdown. … Continue reading 2026 | Events I Am Paying Attention To →

NVIDIA’s Rise in the Era of AI Infrastructure

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 →

How I See TSMC’s Q3

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 →