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The Investor’s Code: From Wages to Wealth

The Investor’s Code: From Wages to Wealth

著者: The Investor’s Code
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At The Investors Code, we believe the best investment decisions are born from deep understanding, not speculation. Our mission is to deconstruct the world's most compelling companies, providing you with a complete 360-degree view before you invest. We transform the complex research into an engaging narrative to equip you with the insights to invest with conviction. Subscribe and let's build your wealth, one story at a time.The Investor’s Code 個人ファイナンス 経済学
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  • Episode 19: IonQ—Quantum Leap 101 and The Race for Quantum Supremacy
    2025/10/31

    Forget bits (0 or 1). What if a computer could "think" like a "spinning coin"—a state of all possibilities at once? That's the core of quantum computing, a technology that could solve problems we now see as impossible.

    We make this complex idea simple and explore the company, IonQ, that's betting on "perfect" levitating atoms to build this machine. We trace its journey from academic research to a high-stakes, publicly-traded company. This is your guide to understanding the single biggest technological story of our lifetime.

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    26 分
  • Episode 18: Rubrik—Ransomware is a $50B Problem. Is Rubrik the Billion-Dollar Solution?
    2025/10/21

    What happens when a hospital's patient files are suddenly locked by a digital kidnapper demanding millions? This isn't a movie—it's ransomware, and it's one of the biggest threats to our modern world.

    In this episode, we break down Rubrik (RBRK), a company that claims to have built an un-pickable "digital vault" to fight this exact problem.

    If you're an investing beginner or just tech-curious, this episode is for you. We explain complex ideas like "cybersecurity," "data immutability," "Zero Trust," and "AI" with simple, "explain-like-I'm-5" analogies (think "digital bloodhounds" and "un-burnable paper").

    We also put on our investor hats to understand its subscription (SaaS) business model, the "bull" vs. "bear" case for the stock, and what to look for in a high-growth tech company. Join us to understand the simple story behind a complex stock.

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    26 分
  • Episode 17: The AI Supply Crisis—Inside the Trillion-Dollar Race for Compute & Power
    2025/10/13

    The demand for AI is growing twice as fast as our ability to supply it. This has created a massive, structural supply crisis that presents once-in-a-generation investment opportunities. On The Investor's Code, we go beyond the headlines to give you an institutional-grade look at the fundamental forces at play.

    If you've followed our coverage of companies like Nebius and IREN, this episode provides the crucial framework for understanding the entire ecosystem. We break down the bottlenecks, the key players, and the hard numbers behind the AI infrastructure buildout.

    Key Insights Unpacked:

    • The math behind the exponential demand for AI compute.

    • The economics of the $900 billion data center market.

    • The strategic role of energy infrastructure and players like Tesla.

    • Why corporate balance sheets and contractual backlogs prove this boom is real.

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    26 分
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