Blog Posts
AI & Tech
Beyond the Hype: Emerging AI Opportunities Observed from US SaaS Q4 2024 Earnings
Disclaimer: All following conclusions are drawn from public companies' perspectives and may diverge from what's happening in the private market. I welcome any ideas or insights if you're interested in discussing further.
Investment & Market
Nike’s Decade in a Nutshell: An Inevitable Cycle
Nike is going through an inevitable cycle as many have experienced