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· 11 min read

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Highlight:
The high performance expectations of the financial report and the lack of "willingness to protect the market" by the management team have suppressed the short-term confidence of the Pinduoduo bulls. However, Duan Yongping chose an advanced strategy of bottom fishing, "starting to put selling points".

· 16 min read

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NVIDIA benefits from the overall ecological Network Effect: CUDA, installation foundation, system-level integration, optimization, etc. Each advantage complements and strengthens each other, forming a strong technical barrier.

· 11 min read

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Hims is a telemedicine company that focuses on online sales of prescription drugs. It relies on the wisest customer acquisition strategy - prioritizing the medical services that users want the most (male ED, female contraception) and strong execution, and has now surpassed and become the number one in the segmented market, enjoying the advantages of scale economy and network effect.

· 16 min read

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As a pillar company in the semiconductor industry, TSMC is closely related to the chip and supply chain development relied upon by the entire AI bull market and tech giants. It holds 60% of the global foundry market share and about 90% of the market share at the forefront, effectively occupying a monopoly position.

· 14 min read

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Lululemon's early enthusiasm originated from a community-driven marketing strategy and a brick and mortar store configuration with a clear sense of purpose. The ambassador and Lulu have a mutually beneficial symbiotic relationship. All of Lulu's brick and mortar stores revolve around establishing, cultivating, and enhancing exclusive experiences. These offline brick and mortar stores and exclusive experiences later became the foundation for Lulu's transition to online channels.

· 13 min read

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1)C3.AI was created by Tom Siebel, a veteran in the enterprise software field. Initially focused on the energy industry, with the increasing maturity of technology and changes in market demand, C3.AI began to develop AI products, provide AI transformation solutions and services for multiple categories of enterprises. Well-known competitors include Salesforce and Palantir.

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