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Newsletter · By Meng Li · Official site

Indexed issues, last 90 days
29
Latest publication
Sep 30, 2026
Audience
Checking…
Earliest in this view
Aug 28, 2026

Latest issues

  1. Issue · Sep 30, 2026

    Why Would AMD Pay $8.2B for World Labs? (opens the original)

    Excerpt

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!tuYE!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5f028c78-f410-4649-bdae-2e72732739f1_1792x1008.j

  2. Issue · Sep 29, 2026

    US Stocks: Why Down on Good News? (opens the original)

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    <img alt="" class="sizing-normal" height="720" src="https://substackcdn.com/image/fetch/$s_!k7RH!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0f3c577d-e1bb-4bed-8f91-bbd5ba4808f6_1280x720.jpe

  3. Issue · Sep 28, 2026

    Meta Muse to Benefit These 5 Kinds of Companies (opens the original)

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!1lG2!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F69067ae6-5806-400c-8d2e-5531c5e7b859_1792x1008.j

  4. Issue · Sep 27, 2026

    Oracle: How AI Compute Deals Turn into Assets and Revenue (opens the original)

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!oJbt!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9d2717d-7bf3-4f42-b2a7-e0aa7aaa6386_1792x1008.j

  5. Issue · Sep 25, 2026

    The Worst Has Happened for US Stocks! (opens the original)

    Excerpt · Neutral tone

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    <img alt="" class="sizing-normal" height="720" src="https://substackcdn.com/image/fetch/$s_!2FHf!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd9d87e97-875c-4ecc-9086-5c88d1f6004d_1280x720.jpe

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