HeyJaredFOMO研究院電子報
如果你在找「明牌」代號，只想問漲跌，那這裡不適合你。 但如果你想建立自己的投資決策系統，在噪音中找到穿越週期的訊號，歡迎上船。
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 4, 2026
Latest issues
當 Amazon 關上門，Shopify 攜手 Meta，AI 代勞下單的年代，賣「鏟子」的還值錢嗎？ - 深入分析第66期：Shopify (opens the original)
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<img alt="" class="sizing-normal" height="841" src="https://substackcdn.com/image/fetch/$s_!Q6Y2!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F56477f1d-aabe-4246-b2f5-0d7098ee4711_1264x841.jpe
Muse令CPU需求上升？亞馬遜為何封鎖？平台公司怎麼辦？ - KP思考筆記(第61期) (opens the original)
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<img alt="" class="sizing-normal" height="768" src="https://substackcdn.com/image/fetch/$s_!XRt6!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a1358d2-5e4e-429e-8136-b0af229b728b_1408x768.jpe
巴菲特退任，價投劃上句號？他的尺還量得動AI時代嗎？為何最後買Google？ - 深入分析第65期：巴菲特 (opens the original)
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<img alt="" class="sizing-normal" height="768" src="https://substackcdn.com/image/fetch/$s_!Cpge!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F47aef157-f526-40fc-b0bc-98f40f8f79d8_1376x768.jpe
升息等於大市要崩？重回 90 年代三大劇本，看懂歷史上的升息真相 - KP思考筆記(第60期) (opens the original)
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<img alt="" class="sizing-normal" height="768" src="https://substackcdn.com/image/fetch/$s_!XFMS!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc1336a62-9900-4162-a2b7-6d02e5d9493c_1408x768.png"
Cybercab 發布、Waymo 擴張，Uber 時間已在倒數？ - 深入分析第64期：UBER (opens the original)
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<img alt="" class="sizing-normal" height="768" src="https://substackcdn.com/image/fetch/$s_!loyL!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F48ba178d-f82a-4dbc-9058-1230b9b25e00_1376x768.jpe
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
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Audience
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About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
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