Featured
Welcome! Come meet Jason and JARVIS
AI
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Context Engineering for AI Agents - Lessons from Building Manus - AI Agent上下文工程实践经验与核心策略
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Demis Hassabis - Future of AI, Simulating Reality, Physics and Video Games - AI的未来、现实模拟、物理与游戏
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A Unified Path to Generalist Robots - 具身智能与通用机器人基础模型：挑战、实践与未来展望
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Surge AI - Scaling to $1BN+ in Revenue with NO Funding - Surge AI：无融资实现10亿美元营收与AI数据质量核心理念
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The Future of Software DevelopmentVibe Coding, Prompt Engineering & AI Assistants - 软件开发的未来氛围编程、提示工程与AI助手
Annual Report Visualization
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Nintendo FY2025 Annual Report - In-depth Analysis of Financial Performance, Accounting Policies, and Risk Management amidst Declining Performance - 任天堂 2025财年年报：业绩下滑背景下的财务表现、会计政策及风险管理深度解析
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Nintendo FY2025 Report - In-depth Analysis of Business Performance, Strategic Layout, and Corporate Governance - 任天堂 - 2025财年报告深度分析：业务表现、战略布局与公司治理
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FY 2025 Take-Two 10K Visualization
Apple
ASML
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ASML 2Q25 Earnings Review
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Customer Validation and ROI-Driven Intel Manufacturing Strategy Transformation - Analysts Insights on Intel's Potential Fabless Shift and Semiconductor Ecosystem Impact - 客户验证与回报驱动Inte制造战略转型：Q2财报会议后分析师解读潜在Fabless化及对半导体生态的影响
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Samsung & ASML - Key Positive Developments (US Fab & Tariff) - 三星和ASML近日关于关税和Tesla Deal 的积极进展
CDNS
Company Events Analysis
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Battlefield 6 Reveal - Community Reactions and Future Expectations - 战地风云6预告片：社区反响与未来预期 - 20250724
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Customer Validation and ROI-Driven Intel Manufacturing Strategy Transformation - Analysts Insights on Intel's Potential Fabless Shift and Semiconductor Ecosystem Impact - 客户验证与回报驱动Inte制造战略转型：Q2财报会议后分析师解读潜在Fabless化及对半导体生态的影响
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Samsung & ASML - Key Positive Developments (US Fab & Tariff) - 三星和ASML近日关于关税和Tesla Deal 的积极进展
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Electronic Arts - Battlefield 6 Global Reveal - Return to All-Out Warfare, Introduction of Innovative Mechanics, and Massive Open Beta Program -《战地风云6》全球揭示：回归全面战争，创新机制引入与大规模公测计划 - 20250731
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Nintendo 20250731 Direct Event - plenty 3rd party games launched - 直面会总结：多款新作公布，构建Switch与Switch 2游戏生态
Deep Dive Report (full content see substack)
Electronic Arts
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Battlefield 6 Reveal - Community Reactions and Future Expectations - 战地风云6预告片：社区反响与未来预期 - 20250724
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EA 1Q26 Earnings Review
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Electronic Arts - Battlefield 6 Global Reveal - Return to All-Out Warfare, Introduction of Innovative Mechanics, and Massive Open Beta Program -《战地风云6》全球揭示：回归全面战争，创新机制引入与大规模公测计划 - 20250731
Ferrari
Macro Topics
Mastercard
Monthly Recap
My AI Tools
Nintendo
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Nintendo FY2025 Annual Report - In-depth Analysis of Financial Performance, Accounting Policies, and Risk Management amidst Declining Performance - 任天堂 2025财年年报：业绩下滑背景下的财务表现、会计政策及风险管理深度解析
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Nintendo FY2025 Report - In-depth Analysis of Business Performance, Strategic Layout, and Corporate Governance - 任天堂 - 2025财年报告深度分析：业务表现、战略布局与公司治理
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Nintendo 20250731 Direct Event - plenty 3rd party games launched - 直面会总结：多款新作公布，构建Switch与Switch 2游戏生态
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Nintendo 1Q26 Earnings Review
Obsidian Plugin
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Aloud - Let your note talk!
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BRAT - The mother of plugins
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Mixa - Publish your note online instantly for free!
Quarterly Earnings (full content see substack)
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ASML 2Q25 Earnings Review
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Cadence Design 2Q25 Earnings Review
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Visa 3Q25 Earnings Review
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EA 1Q26 Earnings Review
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Ferrari 2Q25 Earnings Review
Take-Two
US Equity Beta
visa
Weekly Recap
Weekly Topdown
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2025 W29 Global DM Selected Reports from a Top-down scope
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2025 W30 Global DM Selected Top-down Reports - Retail-Driven Speculative Frenzy Reignites S&P 500 Index Inclusion Effect - 散户驱动的投机热潮重燃标普500指数纳入效应