Augustine Cheng

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YTber. CLP student. Fundamental stock investor. BEng LLB grad. Soontoquit Math teacher. Lean FIREd.
Joined Aug 2021

Comments

Augustine Cheng replied to comment on MPI.
今天马太平洋太平吗？
17 hours · translate
Augustine Cheng replied to comment on NATGATE.
有ai全网搜索和推演再配合上散户自身对该公司技术的深刻理解，散户对个股的聚焦研究会超越机构分析师由上至下的广泛分析。很多散户本身就是该行业的从业员，大学也是就读相关科系，对于投资的公司的理解其实远胜没有工科背景金融出生的分析师。
4 days · translate
Augustine Cheng replied to comment on NATGATE.
希望你有看到我那篇。
4 days · translate
Augustine Cheng replied to comment on NATGATE.
if you dont have accounting basics do you think you can understand what it says about the figures? if you dont have semicon knowledge do you think you can point the focus of ai discussion into the correct question? ai is smart, it will adjust the depthness of its feedback according to the user's level. how much difference do you think is there in its feedback to a phd doctor in microelectronics compared with that of a retail investor with only barely passed spm cert without further self study?
1 week · translate
Augustine Cheng replied to comment on NATGATE.
komen memang setimpal dengan nama.
1 week · translate
Augustine Cheng replied to comment on NATGATE.
因为光模块在ai数据中心建设需求量很惊人，natgate攀上了poet这个在光模块的创新者，被poet的技术创新带飞，一个低技术的ems公司现在用了被动对齐技术也能承接以前只有osat才能做的芯片封装工序。
1 week · translate
Augustine Cheng replied to comment on NATGATE.
stupid people get stupid feedback, smart people get smart feedback, ai is nothing but an amplifier.
1 week · translate
Augustine Cheng replied to comment on NATGATE.
fun fact, bursa --- 搏杀 in chinese means "all in" "hoot9e".
1 week · translate
Augustine Cheng replied to comment on NATGATE.
very shallow analysis.
1 week · translate
Augustine Cheng replied to comment on NATGATE.
you run too early.
1 week · translate
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