# ai podcast (blogs) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover ai podcast. Page: Feed: --- ## [週報導讀：20260822本週資金板塊](https://unclestocknotes.substack.com/p/20260822-d33) _2026-08-23 · ❤️‍🔥 Anthony · 大叔美股筆記 Uncle Stock Notes_ 資金撤離科技與公用事業，醫療、能源接棒；黃金領漲，長債仍壓住成長估值 ## [週報導讀：20260822本週市場結論](https://unclestocknotes.substack.com/p/20260822) _2026-08-23 · ❤️‍🔥 Anthony · 大叔美股筆記 Uncle Stock Notes_ 長債重掌定價／AI個股重新估值／油價與AI融資成本共振 ## [六家「比特幣轉型 AI 資料中心」股的風險拆解](https://unclestocknotes.substack.com/p/ai-c63) _2026-08-22 · 大叔美股筆記 Uncle Stock Notes · 大叔美股筆記 Uncle Stock Notes_ 誰在真蓋，誰在畫餅 ## [每日重點 260821 Substack 大叔留言重點](https://unclestocknotes.substack.com/p/260821-substack) _2026-08-22 · 🍄 K.C. · 大叔美股筆記 Uncle Stock Notes_ 貼盤資訊搶先看！ ## [每日重點 260820 Substack 大叔留言重點](https://unclestocknotes.substack.com/p/260820-substack) _2026-08-21 · 🍄 K.C. · 大叔美股筆記 Uncle Stock Notes_ 貼盤資訊搶先看！✨本篇再次提醒【宜適當布局NON AI板塊以分散過度押注AI 相關板塊的風險】！ ## [每日重點 260819 Substack 大叔留言重點](https://unclestocknotes.substack.com/p/260819-substack) _2026-08-20 · 🍄 K.C. · 大叔美股筆記 Uncle Stock Notes_ 貼盤資訊搶先看！✨本篇特別關注大叔對於【電力瓶頸】的重點提醒！ ## [Lam Research $LRCX FQ4/FY2026 財報分析](https://unclestocknotes.substack.com/p/lam-research-lrcx-fq4fy2026) _2026-08-20 · 大叔美股筆記 Uncle Stock Notes · 大叔美股筆記 Uncle Stock Notes_ NAND倍增、CSBG破紀錄：Lam的未來不只是蝕刻設備商 ## [Fluence Energy $FLNC 2026 財年第三季財報分析](https://unclestocknotes.substack.com/p/fluence-energy-flnc-2026) _2026-08-19 · 大叔美股筆記 Uncle Stock Notes · 大叔美股筆記 Uncle Stock Notes_ 訂單創紀錄、交付全面失守—需求與執行力的剪刀差，市場已經開始用腳投票 ## [每日重點 260818 Substack 大叔留言重點](https://unclestocknotes.substack.com/p/260818-substack) _2026-08-19 · ❤️‍🔥 Anthony · 大叔美股筆記 Uncle Stock Notes_ 貼盤資訊搶先看 ## [華爾街大咖Q2 13F機構持倉大解密](https://unclestocknotes.substack.com/p/q2-13f-1c2) _2026-08-18 · 🍄 K.C. · 大叔美股筆記 Uncle Stock Notes_ 語音版 第一集 ## [Find it on Amazon (Sponsored)](https://crawlproof.com/a/sIv408WShhrh) _2026-08-18 · **Sponsored**_ Open the Amazon product listing to see details and availability ## [每日重點 260817 Substack 大叔留言重點](https://unclestocknotes.substack.com/p/260817-substack) _2026-08-18 · ❤️‍🔥 Anthony · 大叔美股筆記 Uncle Stock Notes_ 貼盤資訊搶先看! ## [AI Podcast #SoFi Technologies $SOFI 2026 年第二季財報分析](https://unclestocknotes.substack.com/p/ai-podcast-sofi-technologies-sofi) _2026-08-18 · ❤️‍🔥 Anthony · 大叔美股筆記 Uncle Stock Notes_ SoFi Technologies $SOFI 2026 年第二季財報分析 ## [AI Podcast #Palantir $PLTR 2026年第二季財報解析](https://unclestocknotes.substack.com/p/ai-podcast-palantir-pltr-2026) _2026-08-18 · ❤️‍🔥 Anthony · 大叔美股筆記 Uncle Stock Notes_ 營收狂飆93%、40法則衝上155%的完美答卷 ## [MP Materials Corp. $MP 2026年第二季財報分析](https://unclestocknotes.substack.com/p/mp-materials-corp-mp-2026) _2026-08-18 · 大叔美股筆記 Uncle Stock Notes · 大叔美股筆記 Uncle Stock Notes_ 藍色備註是大叔的想法 ## [AI Podcast #Lumentum Holdings $LITE FY2026 Q4暨全年財報解析](https://unclestocknotes.substack.com/p/ai-podcast-lumentum-holdings-lite) _2026-08-18 · ❤️‍🔥 Anthony · 大叔美股筆記 Uncle Stock Notes_ AI光通訊爆發期，毛利率提前達陣 [Listen](https://api.substack.com/feed/podcast/211641697/ac3ff2c1ac5da37ccd1ab581912b2148.mp3) ## [AI Podcast #Coherent Corp. $COHR FY2026 Q4 財報解析](https://unclestocknotes.substack.com/p/ai-podcast-coherent-corp-cohr-fy2026) _2026-08-17 · ❤️‍🔥 Anthony · 大叔美股筆記 Uncle Stock Notes_ 營收首破20億美元、guidance全面上修 ## [AI Podcast #Ondas Inc. $ONDS 2026年第二季財報解析](https://unclestocknotes.substack.com/p/ai-podcast-ondas-inc-onds-2026) _2026-08-17 · ❤️‍🔥 Anthony · 大叔美股筆記 Uncle Stock Notes_ 營收季增67%、指引全面上修，訂單能見度延伸至110億美元兩年期 [Listen](https://api.substack.com/feed/podcast/211521023/e2e6bd8f65a89e01cd4d058ea53e1235.mp3) ## [The Foundation You Don’t Always See](https://embraceanyfuture.substack.com/p/the-foundation-you-dont-always-see) _2026-03-27 · Rachel C. Ybarra, CPA CGMA · Embrace Any Future_ Certified Public Accountants — the foundation behind every business decision that matters. ## [College Grad: Become an Explorer Of The World And Yourself](https://embraceanyfuture.substack.com/p/college-grad-become-an-explorer-of) _2026-01-26 · Rachel C. Ybarra, CPA CGMA · Embrace Any Future_ Part two of the three-part series on building career and life flexibility as the world keeps changing. ## [College Grad - Your First Corporate Job in an AI World](https://embraceanyfuture.substack.com/p/college-grad-your-first-corporate) _2026-01-18 · Rachel C. Ybarra, CPA CGMA · Embrace Any Future_ A three-part series on building career and life flexibility as the world keeps changing. ## [Open directory of blogs for agents (Sponsored)](https://crawlproof.com/a/ZD0uvvJOt2Ms) _2026-01-18 · **Sponsored**_ Submit URLs or OPML; receive feed pages with summaries, plus JSON/OPML/plain text ## [The Quiet Work That Compounds](https://embraceanyfuture.substack.com/p/the-quiet-work-that-compounds-006) _2025-11-28 · Rachel C. Ybarra, CPA CGMA · Embrace Any Future_ Lessons from the Work No One Sees—But That Brings Clarity ## [Everything Is Open to a Rethink: Is Your Home Really an Investment?](https://embraceanyfuture.substack.com/p/everything-is-open-to-a-rethink-is) _2025-09-10 · Rachel C. Ybarra, CPA CGMA · Embrace Any Future_ Your Home: Asset or Investment? ## [What Outlives Us](https://embraceanyfuture.substack.com/p/what-outlives-us) _2025-07-05 · Rachel C. Ybarra, CPA CGMA · Embrace Any Future_ Wisdom, Quiet Discipline, the Power of Letting Things Grow, and Letting Go ## [What’s It Worth to You? A Personal Look at Selling Real Estate in Today’s Market](https://embraceanyfuture.substack.com/p/whats-it-worth-to-you-a-personal) _2025-06-10 · Rachel C. Ybarra, CPA CGMA · Embrace Any Future_ The other day, I got a community email from a neighbor in our community who has had their home on the market for almost a year. ## [For the Women Who Gave Us Everything](https://embraceanyfuture.substack.com/p/for-the-women-who-gave-us-everything) _2025-05-11 · Rachel C. Ybarra, CPA CGMA · Embrace Any Future_ Celebrating the fierce, tender, prayerful love that defines motherhood. ## [Eventually Gravity Wins](https://embraceanyfuture.substack.com/p/eventually-gravity-wins) _2025-04-07 · Rachel C. Ybarra, CPA CGMA · Embrace Any Future_ Geopolitics, Markets, and the Lessons of History ## [Women’s Equal Pay Day: Do Our Organizations Practice Meritocracy?](https://embraceanyfuture.substack.com/p/womens-equal-pay-day-do-our-organizations) _2025-03-25 · Rachel C. Ybarra, CPA CGMA · Embrace Any Future_ Leadership and Culture Tell the Real Story