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柴柴行者

柴柴行者

Taipei Taiwan

Reading Financial Statements ③ The Balance Sheet: Assets, Liabilities, Equity & Turnover Days

Reading Financial Statements ③ The Balance Sheet: Assets, Liabilities, Equity & Turnover Days

A practical balance sheet guide for investors: assets, liabilities, equity, turnover days, working capital, and the accounting identity behind company quality.

Reading Financial Statements ② The Income Statement: From Revenue to EPS

Reading Financial Statements ② The Income Statement: From Revenue to EPS

Learn how to read the income statement from revenue and gross margin to operating income, net income, and EPS, including key IFRS and US GAAP differences.

Reading Financial Statements ① The Three Statements: How the Income Statement, Balance Sheet & Cash Flow Interlock

Reading Financial Statements ① The Three Statements: How the Income Statement, Balance Sheet & Cash Flow Interlock

A practical guide to reading financial statements: how the income statement, balance sheet, and cash flow statement interlock, and why investors need all three.

博通（AVGO）深度研究：AI 七層架構 L1/L2 的隱形關卡收費站

博通（AVGO）深度研究：AI 七層架構 L1/L2 的隱形關卡收費站

博通 AVGO 不是 Nvidia 替代品，而是 AI 七層架構 L1/L2 的基礎設施收費站。客製 AI ASIC、AI Ethernet 網路互連與 VMware 現金流，共同構成 Broadcom 的 AI 基礎設施護城河。

Broadcom (AVGO) Deep Research: The AI Ecosystem L1/L2 Tollgate

Broadcom (AVGO) Deep Research: The AI Ecosystem L1/L2 Tollgate

Broadcom AVGO is not a Nvidia clone. It is an AI ecosystem L1/L2 infrastructure tollgate: custom AI ASIC, AI Ethernet networking, VMware cash flow, and disciplined capital allocation.

MongoDB（MDB）深度研究封面：RAG 架構向量搜尋 3D 數據流視覺，深藍金色文件資料庫與 AI 應用層，ProfitVision LAB 個股深度研究系列

MongoDB（MDB）深度研究：RAG 架構核心受惠者，Atlas 向量整合護城河解析

RAG 架構的原生數據平台。Atlas 占營收 72%。NRR 121% 反彈——AI 工作負載落地帳單。autoEmbed：零摩擦向量搜尋。700 萬開發者護城河。Rule of 40 ≈ 42。pgvector 風險：TAM 侵蝕，非短期流失。PVL：✅ 可深入研究。

MongoDB (MDB) Deep Research cover: 3D document database with vector search nodes and RAG architecture flow, JSON data streams in steel blue and gold, ProfitVision LAB Deep Research Series

MongoDB (MDB) Deep Research: The RAG-Native Data Platform Powering Enterprise AI

RAG architecture's native data platform. Atlas 72% of revenue. NRR 121% bounce = AI on invoices. autoEmbed: zero-friction vectors. Developer moat 700M+. Rule of 40 ≈ 42. pgvector risk: long-term TAM erosion, not short-term churn. PVL: ✅ Deep Research.