AI已经变成很多人的必需品了，我自己也是几乎每天都用到AI，我最近和承包商开会，除了Designer一直使用付费AI以外，我发现到原来连AI最不可能淘汰的冷气公司，木工公司和拉电工程公司都有使用付费AI。
他们说用AI改设计图，本来要做3天时间的工作变成只需要3个小时就做好，他们说未来要请新人进来帮忙的时候，一定要叫他们学AI。

另外题外话，拿chatgpt分析股票超爽的，比如问chatgpt，为什么巴菲特一直买入日本五大商社股票? 日本五大商社的业务是做什么的？把他们的业务比例整理出来，他们日元对美元汇率的关系会如何影响公司的业绩整理出来给我。
虽然结果不一定对，但是比自己去慢慢找和研究这些事情简直要快太多了。
现在一看到某个新闻，如果我不是很明白它背后的影响，就会问AI叫它整理出来给我。

要看什么股呗

有的股抱着可以创造收益那么没问题

但马股真的很多股抱着创造不了收益还变成贬值。。。。。

A Supreme Court decision on Friday striking down President Trump’s sweeping global tariffs dealt a major blow to his economic agenda and brought new uncertainty to global markets struggling to adapt to his whipsawing trade policies. https://www.nytimes.com/live/2026/02/20/us/trump-tariffs-supreme-court

I am thinking of the opposite given the organic and inorganic expansion over the last two years - Carsem Malaysia, Carsem Suzhou and the new Suxiang facility, and recently Infineon Thailand acquisition (backend manufacturing) that comes with long term supply agreements. Capacity is king.

Frontkn and MPI should be the blue chip stocks from technology sector; tech sector's contribution to the economy is not reflected in the blue chips list due to the design of the classification. Frontkn needs to work harder though to increase its capacity. Else, upside is limited where else, MPI has the capacity for growth.

manageable for now, adama. The reason is that assuming a 100% conversion and using last year eps as the baseline, Frontkn has to deliver min 45mil qtrly profit to offset the dilution from the conversion. the last two qtr results coincidentally hovering near the theoretical 45mil qtrly profit :) The critical part is capacity as Taiwan's revenue contribution increased to 70%/higher and that means capacity utilisation is probably at the highside of 80% to 90% range. P3 readiness will be helpful in this case. On the other hand, customer T is expanding in Arizona and I have read that capacity for the Arizona plant is fully booked until 2030. Frontkn is losing out the opportunity in Arizona though if it didnt make progress to expand to US :)