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BEDROCK Podcast E15 - Chatting about US stock earnings and the market
This issue is linked with the video account financial blogger Trader JIU. Let's chat about the recent US stock earnings and how to invest in the current market.

BedRock
14 hours ago1 min read
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BEDROCK Podcast E14-Our Global Investment Approach
This episode is co-broadcasted with TASHANZHISHIGUANTOUZI.

BedRock
Apr 271 min read
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Monthly Report -202503
The total portfolio position was slightly reduced in March, but the overall position remainsrelatively high. Key investment areas included the internet, semiconductors, cloud computingconsumer goods, and financial technology.

BedRock
Apr 230 min read
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Impact of tariff conflict on China’s domestic economy
This article attempts to quickly study the impact of the current Sino-US conflict on the economy if it does not escalate further. It uses AI

BedRock
Apr 1012 min read
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How big is NVIDIA's inference advantage? Detailed explanation of GTC inference performance chart
At GTC, Jensen Huang posted two very interesting pictures

BedRock
Mar 287 min read
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Monthly Report -202502
In February, we maintained a high position level. Key investment areas included the internet,semiconductors, cloud computing, consumer goods, and fintech, with continued increases ininvestments in fintech and emerging markets.

BedRock
Mar 210 min read
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Monthly Report -202501
In January, the company maintained a high position, focusing on investments in the Internet, semiconductors, cloud computing, consumption an

BedRock
Feb 230 min read
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Monthly Report -202412
In 2024, we maintained a high position, focusing on sectors such as internet, semiconductors, cloud computing, consumer goods, and fintech.

BedRock
Jan 220 min read
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BEDROCK Podcast E13 - Let’s Talk About How We Invest
This episode is co-broadcasted with [投资实战派]. Topics: 11:34 Understanding of value investment and growth investment 25:07 How to price...

BedRock
Jan 1, 20251 min read
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Monthly Report -202411
In November, we maintained a high portfolio position and increased investments in AI applications and emerging market Super Apps.

BedRock
Dec 24, 20240 min read
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Monthly Report -202410
In October, we maintained a high position, focusing on the internet, cloud computing,semiconductors, consumer sectors, and financial te...

BedRock
Nov 22, 20240 min read
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Discussion on Investment Opportunities in the U.S. Food and Beverage Industry
In recent years, I've reviewed several sectors within the U.S. consumer goods industry. Here, I’ll provide a brief summary of my current...

BedRock
Oct 27, 20248 min read
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Why Do Top-performing Stocks Frequently Emerge From The U.S. Restaurant Industry?
Recently, we visited the U.S. to conduct research on the technology and consumer sectors, and I’d like to gradually share some of the...

BedRock
Oct 23, 20247 min read
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Monthly Report -202409
In September, we maintained a high position, focusing on the internet, cloud computing,semiconductors, consumer sectors, and financial ...

BedRock
Oct 23, 20240 min read
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Monthly Report -202408
In August, we maintained a high position, focusing on the internet, cloud computing,semiconductors, consumer sectors, and financial techn..

BedRock
Sep 23, 20240 min read
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Monthly Report -202407
In July, we maintained a high position, focusing on internet, cloud computing, semiconductors, consumer goods, and fintech. The proportion o

BedRock
Aug 21, 20241 min read
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How long can the money spent on training large models last?
We have assessed the computational power requirements for future large model training, concluding that with each generation upgrade, the...

BedRock
Aug 12, 20247 min read
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A Preliminary Study on Edge AI
Edge AI has received increasing attention recently. Here we share some recent research insights: 1. A new phone replacement cycle? Last...

BedRock
Jul 22, 20245 min read
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BedRock
Jul 8, 20240 min read
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BEDROCK Podcast E12 - Talking about Myself: First Half of the Year Investment Review & Outlook
This interview comes from: Anna, TC, Tracy BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our...

BedRock
Jul 1, 20241 min read
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