Wing's Investment World
專注 AI 基建、半導體與科技股，從產業技術、供應鏈、財報與市場趨勢出發，化繁為簡，看懂投資。
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- #468
- Subscribers
- 5.0K
- Paid subscribers
- 100+ paid
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rounded by Substack
Most-mentioned tickers
Symbols named in the headline of a post from the last 30 days, most-covered first. The number is how many of those posts mentioned it.
Read from 1 post headline in the last 30 days. A newsletter that names a company only in the body of a post will not appear here, and a mention is not a recommendation — it only means the symbol came up.
Growth history
Subscribers (thousands, nightly)
5.0K on Sep 10, 2026 → 5.0K on Sep 30, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #468 today · #478 a week ago
Stats worth sharing
Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 90%
- Best rank seen
- #467
- Rank, 7 days
- +10 places
- Posts
- 1
- Reactions per post
- 39
- Reactions tracked
- 469
- Tickers covered
- 14
of 525 ranked finance newsletters
on Sep 24, 2026
last 30 days
average, recent posts
across 12 posts
in tracked posts
Most-reacted post we have seen: $PLTR $NBIS 狂人發飆背後的精算：Palantir 與 NVIDIA 聯手以Open Model 打通「AI 五層蛋糕」 — 120 reactions on Jul 5, 2026.
Recent posts
- 深度拆解NVIDIA 架構戰略佈局（NVLink Fusion、NVHBM、NVIDIA MGX™）－ 博通（＄AVGO）弱勢的底層邏輯 （Part 1）
- 光通訊：台積電COUPE™ 平台潛在的隱形冠軍，架構在物理定律之上的台灣Deep Tech 新創「光程研創」 （Artilux）
- ＄AMAT 應用材料 （Applied Materials） 賣的不單純是設備，而是晶片愈來愈複雜的未來
- Google 正身處AI Odyssey 史詩式大戰風眼之中，四面受敵！三大雲商又到底在下什麼的戰略大棋？
- Palantir ($PLTR ) 強勁業績打臉Michael Burry 大空頭 ，「主權AI 」提供看不到盡頭的增長勢態
- 鎧俠 KIOXIA (285A.JP) 火鳳凰重生，傳承四十年NAND Flash 技術，日本記憶體產業最後希望
- $BE $ORCL | AI 終極瓶頸就是「電力獲取能力」，Oracle 「木星計畫」面臨無電可用的困境、Bloom Energy 同時被質疑及沽空
- 環球晶 (GlobalWafers 6488.TW) 台積電上游供應鏈，全球第三大矽晶圓廠正迎來產業景氣的長期趨勢
- $ORCL $CRWV $NBIS 算力霸權重構：Oracle 與 Neocloud 企業基因主宰AI 基礎設施發展軌跡
- $SKHY | SK海力士制霸HBM 的關鍵是TSMC供應的基底晶片 (Base Die)
- $PLTR $NBIS 狂人發飆背後的精算：Palantir 與 NVIDIA 聯手以Open Model 打通「AI 五層蛋糕」
- $META : Zuckerberg 如何把 AI 燒錢敘事，改寫成算力資產Meta Compute ，一切皆有跡可尋
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Wing's Investment World. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 30, 2026.