Wing's Investment World

Substack by Wing's Investment World · launched Oct 22, 2025

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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Top in Finance

#458

Subscribers

5.0K

rounded by Substack

Paid subscribers

100+ paid

Badge

Bestseller 100

Paid plan

$5/mo

Podcast

Yes

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 42 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Percentile

Top 88%

of 525 ranked finance newsletters

Best rank seen

#458

on Oct 21, 2026

Rank, 7 days

+9 places

Rank, 30 days

+39 places

Reactions per post

39

average, recent posts

Reactions tracked

469

across 12 posts

Tickers covered

14

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.

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Embed code<a href="https://stockmarketwatch.com/finance-newsletters/winglpl"><img src="https://stockmarketwatch.com/finance-newsletters/winglpl/card" alt="Wing's Investment World — rank, subscribers and growth, tracked by Stock Market Watch" width="600" height="315" /></a>

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）

  Sep 6, 202641 reactions1 comments4 restacks

  MGXAVGO

• 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）

  Aug 30, 2026Paid24 reactions4 comments4 restacks

• ＄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

  Aug 23, 2026Paid35 reactions7 comments5 restacks

  AMATASML

• 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？

  Aug 17, 2026Paid25 reactions5 comments8 restacks

  MSFTAMZNGOOG

• 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

  Aug 9, 2026Paid31 reactions7 comments3 restacks

  PLTR

• 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

  Aug 2, 2026Paid26 reactions0 comments2 restacks

• $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

  Jul 26, 2026Paid28 reactions0 comments2 restacks

  BEORCL

• 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

  Jul 19, 2026Paid34 reactions0 comments4 restacks

• $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

  Jul 12, 2026Paid42 reactions6 comments5 restacks

  ORCLCRWVNBIS

• $SKHY | SK海力士制霸HBM 的關鍵是TSMC供應的基底晶片 (Base Die)

  Jul 10, 2026Paid31 reactions5 comments3 restacks

  SKHY

• $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」

  Jul 5, 2026Paid120 reactions12 comments12 restacks

  PLTRNBIS

• $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

  Jul 2, 2026Paid32 reactions0 comments1 restacks

  META

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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: Oct 21, 2026.