Comments by "Tony Zhou" (@ReflectionOcean) on "Yahoo Finance" channel.

  1. - AMD has released the MI300X AI chip with 153 billion transistors (0:30) - The chip's development took over five years (1:48) - It consists of 12 chiplets using 5nm and 6nm technology (3:31) - AMD anticipates over $2 billion in revenue next year from the MI300X (4:41) - The chip will enhance large language models, making them more accurate and responsive (5:25)
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  2. - Focus on building a strong, adaptable corporate culture (Timestamp: 1:23) - Prioritize long-term value creation over short-term gains (Timestamp: 2:08) - Recognize the limitations of size on performance but strive for steady, safe returns (Timestamp: 2:12) - Diversify operations to maintain growth momentum (Timestamp: 3:18) - Value the trust of individual shareholders and maintain transparency (Timestamp: 4:34)
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  3. - Understand the value of your investment independent of daily price fluctuations (0:14) - Remember that market prices are there to serve you, not to guide you (2:17) - Maintain a long-term perspective and invest in a cross-section of America (4:37) - Avoid psychological traps and leverage that could force you into unfavorable decisions (5:28) - Focus on the potential yield and intrinsic value of investments, not on the erratic 'offers' from the market (5:45)
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  4. - Monitor delinquency rates to assess consumer financial stress (Starts at 1:13) - Keep an eye on credit card utilization rates, especially among subprime and younger consumers (Starts at 1:28) - Watch trends in "buy now, pay later" services, as a shift in spending here could indicate financial strain (Starts at 2:43) - Review VantageScore credit gauge reports for changes in bank lending behaviors (Starts at 3:09)
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  5. - Importance of uncommon sense in investing (1:34) - Perspectives on wealth inequality and social safety net (7:32) - Investing in great businesses during temporary pressures (10:25) - Thoughts on Berkshire's succession plan and handing off responsibilities (16:32) - Views on immigration and border control (21:17) - Opinions on nationalistic global leadership trends (22:06) - Discussion on the future economic relationship between the U.S. and China (24:43) - Munger's approach to architecture and current projects (28:53) - Views on corporate share repurchases (29:17) - Thoughts on single-payer healthcare systems (31:00)
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