Podcast

DoctorX.AI

底层逻辑的深度穿透。 坚持商业模式质量第一，通过 10 分钟硬核音频拆解优质资产。拒绝闲聊，直击核心价值与护城河。 Piercing the Underlying Logic. Prioritizing business model quality in minute deep dives. No small talk—just core value and structural moats.…

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Latest episodes

  1. 【CN】权力的逃逸速度：Google AI 人才地震背后的“战时转型”9 Aug 2026
  2. 【EN】The Escape Velocity of Power: Inside Google’s "War-Time Pivot" and AI Talent Exodus9 Aug 2026
  3. 【EN】I Stopped Trading Stocks: How I Turned My Portfolio Into an "Insurance Company" to Get Rich Slowly19 May 2026
  4. 【EN】Buy the Dip in $NOW: Owning a Best-in-Class SaaS Business During Market Panic16 May 2026
  5. 【CN】抄底$NOW：在SaaS恐慌中买入顶级商业模式16 May 2026
  6. 【EN】The AI Era's Leveraged Ticket: My 2-Year QQQ LEAP Call Experiment13 Mar 2026
  7. 【CN】买入 AI 时代的“杠杆船票”：我的 QQQ 两年期实盘推演13 Mar 2026
  8. 【EN】The “OpenClaw” Frenzy: Everyone’s Rushing to Hire AI Agents, But Who is Really Profiting?11 Mar 2026
  9. 【CN】全网爆火的“养龙虾”：都在抢着让 AI 替自己打工，谁在背后闷声发大财？11 Mar 2026
  10. 【EN】The Price of Panic: 1.23% Implied Growth & 24% Margin of Safety—Why UNH is Cheaper Now Than the CEO's Buy-In Price11 Mar 2026