Gooaye Notes Library

雙雙's 股癌投資筆記

依集數整理的 HTML 投資筆記索引。

Episodes

EP-659
股癌 EP659:CPU / ASIC / 被動元件一軍輪動,與 AI 軟體分化

NotebookLM primary + Social Worker Daily secondary note + supplementary triangulation + external verification

EP-658 / ep-685_v7
股癌 EP658:AI 軟體韌性、TPU 封裝傳聞與市場過熱風險

Fresh NotebookLM formatted-copy run + validated Social Worker Daily secondary note + supplementary triangulation

EP-658 / ep-685_v6
股癌 EP658:AI 軟體韌性、TPU 封裝傳聞與市場過熱風險

NotebookLM + validated Social Worker Daily secondary note + supplementary source-triangulation

EP-658 V2
股癌 EP658 v2 雙 source 交叉整理

NotebookLM + 二手筆記交叉整理測試版

EP-658
股癌 EP658 投資筆記整理

HTML 投資筆記

EP-657
股癌 EP657 投資筆記整理

HTML 投資筆記

EP-656
股癌 EP656:台積電權重重配、CPU 小作文與 TPU 分工校正

NotebookLM primary + validated Social Worker Daily secondary note + supplementary triangulation + external verification