All Episodes
MimiVsJames — 85 episodes
科技巨頭與智慧製造：美國產業回流的下一步
美股下半年選股關鍵：ISM指數揭示經濟動能減緩
Block (XYZ) 個股報告：Web 3.0 基礎建設者
IBKR 財報亮眼，股價創新高
網飛財報：利多出盡，估值承壓
台積電財報解讀：四大關鍵訊號
花旗財報亮眼，股價創新高，後續看漲
NBIS下半年策略與催化劑追蹤
達美航空財報：超越預期與前景展望
ALAB：AI伺服器高速通道晶片領航者
輝達中國策略：特供晶片與市場應變
美國「加密法案」國會卡關分析與展望
Rubrik：資安平台新星，轉型布局正當時
CRCL數位貨幣信託銀行：機會與挑戰
PLTR 個股追蹤：AI與軍工雙重利好
個股動態：VOYG 美銀證券首次覆蓋報告
特斯拉「大而美法案」衝擊與量化分析
HOOD：從券商到鏈上金融霸主之路
Robinhood加密佈局與股價飆漲解析
諾斯洛普．格魯曼(NOC)：美國軍工核心資產剖析
TMDX：獲利成長與平台化潛力股
💰 AI 資本支出狂潮：誰是核心贏家？
🍋 LMND：AI保險顛覆者的轉捩點
NVMI：AI晶片製程的隱形贏家
DLocal：新興市場支付龍頭股分析
醫療科技雙雄：OSCR vs HIMS 估值與潛力分析
美元新紀元：加密貨幣與內循環QE
GXO物流：智慧轉型與成長動能
INOD：AI數據黑馬，超越Scale AI
CELH夏季旺季：挑戰Monster王位與投資機會
博通：AI時代攻守兼備的核心資產
甲骨文：雲轉型與AI前景分析
CRDO：AI資料中心高速互聯的潛力黑馬
Lumentum：AI光通訊的黑馬新三劍客
亞馬遜估值重置：機器人與雲端雙引擎驅動
類比IC：半導體新主線？
下一個百倍成長？拆解五檔關鍵太空科技潛力股
核能ETF波段戰法：資金循環與操作節奏
SNOW 打什麼算盤？解讀收購 Crunchy Data 的真正戰略意圖
Zscaler 股性分析與選擇權籌碼解讀：6 月是切入時機？
Dell變身AI基礎建設巨頭：財報亮點與短線交易機會解析
從財報看未來：NuScale SMR 還能撐起小型核電股的夢嗎？
GEV 爆發：AI 資料中心與能源轉型雙驅動
蘋果WWDC 2025：AI敘事與估值轉折點
納微半導體與NVIDIA的AI電源策略合作分析
CoreWeave：降級、籌碼與技術分析
川普關稅升級衝擊科技股與歐洲
2025夏季美股觀察：在兩極化消費中尋找穩健成長股
美股強彈來得太快太猛？投資人追漲前該思考的幾件事
稅改風暴下的投資新平衡：從減稅法案看美股板塊輪動與債券重估
後DOGE時代對美國失業率的影響
後關稅時代美股中長線布局與總經分析
蘋果Q2財報：挑戰與成長並存
從恩智浦財報看車用半導體市況
Fed, Rates, and Market Moves: An Investor's Guide
💰 Palantir's Karp Profits and Tesla's Stock Decline
Optimizing Long-Term Asset Growth: A Strategic Guide Part 2
Midlife Investing: Strategy for Inflation and Tax Efficiency Part 1.
Leveraged ETFs: Optimizing Long-Term Investment, Risk Management, and Allocation 3
Leveraged ETFs: Optimizing Long-Term Investment with Risk Management 4
Leveraged ETFs: Strategy, Risk, and Suitability Guide 2
Leveraged ETFs: Navigating Investment Strategies and Risk 1
CES 2025: Tech Trends and Investment Opportunities
2025: A Bullish Year for Big Banks
Stock Price Breakouts: An Empirical Analysis of Trading Volume, Price Patterns, and Predictability
FactSet's 2025 S&P 500 Projection: 6600+
Resilient Growth: How U.S. Productivity and Dividend Stocks Are Shaping the Future
MimiVsJames Picks: Key Takeaways from Trump's New Tariffs and the Federal Reserve Meeting Minutes Nov.28, 2024
Bessent's Fiscal Policy: Impact on US Stocks and Bonds
Tech Giants and Macroeconomic Indicators: Multi-Dimensional Market Impacts
MimiVsJames Picks: Stock Trend Nov. 18, 2024
U.S. Market Outlook 2025-2026, part 2: Investment Strategy Analysis for a Potential Trump Administration
U.S. Market Outlook 2025-2026 Part 1: Investment Strategy Analysis for a Potential Trump Administration
Preview of NVIDIA's (NVDA) Earnings Report on November 20
Short-Term Risk Alert for the U.S. Stock Market (SPX)
Mastering the Power of Leverage, Part 4: Strategies for Long-Term Growth and Short-Term Gains in U.S. Stocks
Mastering the Power of Leverage, Part 3: Strategies for Long-Term Growth and Short-Term Gains in U.S. Stocks
Mastering the Power of Leverage, Part 2: Strategies for Long-Term Growth and Short-Term Gains in U.S. Stocks
Mastering the Power of Leverage, Part 1: Strategies for Long-Term Growth and Short-Term Gains in U.S. Stocks
After the Trump trade, what's next to watch?
Overview of ARM's Quarterly Financial Report and Investment Recommendations
The Prisoner's Dilemma in Federal Reserve Monetary Policy
Are the leading US indicators showing signs of a future economic slowdown?
Tesla Earnings Preview and Key Stock Price Focus After the Report
How should we think about the impact of the SMCI incident and its implications for the future?