Tianyu Qi
Tianyu Qi @CKGOCHANNEL

Ytelse
Alle

4.24%2026
2026
15.87%2025
2025
21.52%2024
2024
33.04%2023
2023
-24.57%2022
2022
17.40%2021
2021
11.73%2020
2020
33.0%0%-33.0%
Diskusjon
Tianyu Qi
Tianyu Qi
Australia
1d
Berkshire Hathaway's $BRK.B (Berkshire Hathaway Inc) investment in Alphabet still feels unusual to me. Although Warren Buffett recently said that he initiated the position, I'm not entirely convinced the idea reflected his traditional investment style. Alphabet $GOOG (Alphabet) has become increasingly... Vis flere Oversett
Tianyu Qi
Tianyu Qi
Australia
1mnd
New Federal Reserve Chair, Kevin Warsh signaled a clear shift in how the Fed will operate. Key takeaways included keeping rates unchanged for now, maintaining a strong focus on restoring price stability, acknowledging that inflation remains a concern, and notably ending the Fed’s long-standing practice... Vis flere Oversett
Tianyu Qi
Tianyu Qi
Australia
2mnd
With inflation proving stickier than expected and growing concerns that AI could disrupt parts of the workforce over the coming decade, long-term investing has become more important than ever. Holding cash alone can quietly erode purchasing power over time, while ownership in productive assets — businesses... Vis flere Oversett
Tianyu Qi
Tianyu Qi
Australia
3mnd
The market can be irrational—both on the way down and on the way up. Sharp selloffs often feel disconnected from fundamentals, but so do sudden rallies like the one we’re seeing now. In the short run, price is driven by emotion, liquidity, positioning, and narratives, not true intrinsic value. Trying... Vis flere Oversett
Tianyu Qi
Tianyu Qi
Australia
4mnd
2026 AI investment needs to be evaluated across four layers. First, pure productivity enhancing SaaS (e.g. $CRM (Salesforce Inc) $ADBE (Adobe Systems Inc) ) companies face pressure to evolve into autonomous AI agents that can replace labor, or risk disruption. Second, LLM developers such as OpenAI and... Vis flere Oversett
Tianyu Qi
Tianyu Qi
Australia
6mnd
Japan’s current financial shift has reached a critical point that could destabilize U.S. Treasuries, equities, and even the dollar’s dominance. For decades, Japan’s ultra-low interest rates—maintained through massive central bank bond purchases—pushed Japanese investors and global funds into U.S. assets,... Vis flere Oversett
Tianyu Qi
Tianyu Qi
Australia
7mnd
FED’s Money printer is on - why this time is different with AI reshaping the economy? By late 2025 the Federal Reserve has effectively restarted QE—though relabeled as “reserve management”—by printing money to buy short-term Treasuries to shore up dwindling bank reserves. Unlike the panic of 2019, markets... Vis flere Oversett
Tianyu Qi
Tianyu Qi
Australia
10mnd
Oracle’s latest earnings fell short of analyst expectations, yet its stock surged 30%, briefly making founder Larry Ellison the world’s richest man. The jump came after Oracle revealed its “Remaining Performance Obligations” (RPO) had soared from $100 billion to $450 billion, largely due to a $300 billion... Vis flere Oversett

Om Tianyu Qi
Australia

YouTube Channel: C&K GO! URL: https://www.youtube.com/c/CKGOChannelShow?sub_confirmation=1 For people who have followed my YouTube Channel will know, previously I spent over a year’s time building a Dividend Growth portfolio which has now reached $77,000 AUD with monthly dividend income of $250 AUD... Vis flere Oversett
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