주식 영상 글
4,159 calls
Michael Burry vs JPMorgan: The AI Credit War…마이클 버리는 AI 인프라 붐이 2008년 금융 place기 Previous의 금융 공학과 닮아가고 있다고 경고합니다. 반면 JP모 calls은 전례 없는 차입이 일어나고 있는 것은 맞지만 그것이 반드시 신용 place기로 이어지지는 않는다고 봅니다. 같은 현상을 보면서도 두 Person은 아주 다른 결론에 도달하고 있습니다. 버리의 경고는 인공지능이 가짜라는 것…
Michael Burry Apostó $1,100M Contra la IA ¿Qué Dice Claude AI?…Let's begin this analysis by getting straight to the point. Today we are going to unravel one of the most tense and intriguing financial mysteries of our time. Imagine for a moment…
The Economic-Moat Test Charlie Munger Would Apply to a Market Leader…Wall Street analysts spend billions of dollars studying quarterly earnings reports while completely missing the single invisible engine that generates 90% of this market leaders ac…
Peter Schiff Warns: The Hidden Economic Trap Everyone Is Missing Right Now…If you've been watching the financial news lately, you've probably noticed headlines shouting about short-term market drops, interest rate debates, and daily percentage swings in s…
Why Li Lu and Duan Yongping Are Buying PDD?…Disclaimer. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. All contents from this channel is for research and ent…
CrowdStrike CEO George Kurtz goes one-on-one with Jim Cramer…As I mentioned at the beginning of yesterday's broadcast, all the main " bearish" theses regarding the technology sector have been refuted. I'm not just talking about Nvidia and Sa…
This Sale Won't Last – 4 Stocks Worth Buying! | Stanley Druckenmiller…Stop for a second, because what I'm about to say now will seem completely paradoxical to you. While everyone on your feed is panicking about the market crash, I'm sitting here exci…
Poor Charlie’s Almanack | Charlie Munger’s Lessons on Thinking, Decisions & Investing…Some investors become successful because they discover a brilliant strategy. Others succeed because they understand businesses exceptionally well. Charlie Munger believed there was…
3 Stocks to Buy & 3 Stocks to Sell Before August 2026 Ends | Stanley Druckenmiller…If you have the wrong stocks at the beginning of September, it will cost you real money, and I mean real money, not theoretical paper losses that you wave your hand at. Right now, …
NVIDIA Q2 2026 EARNINGS | JENSEN HUANG SPEAKS LIVE…[sighs] All right. Hello everybody. Welcome back to another Nvidia earnings for Q2 2026. Not only was the Nvidia guy Jose late, but apparently this other creature on the show had h…
AMAT 심층 분석 | NVDA 칩 팔 때마다 50% 마진 챙기는 곡괭이 장수의 정체 [틈트미 미국 주식]…안녕하세요. 틈틈히와 알아보는 미국 주식, 틈틈입니다. Today은 AMAT이라는 기업 하나를 제대로 파헤쳐 보겠습니다. 여러분, NVDA가 3만 달러짜리 AI 칩을 하나 팔 때마다, 무대 뒤에서 조용히 50% 마진을 챙겨가는 제조 업체가 있다면 믿으시겠습니까? 사실 시장의 관심은 칩 설계사들에 쏠려 있죠. AI 모델이 복잡해…
Michael Burry has announced he is Losing on his Shorts and has Taken new stocks LONG…Hey, welcome back to Two Guys Trade Stocks. I'm Dylan. I'm Vinnie. And Michael Burry made some very interesting position changes. We're going to look at one that I actually think c…
NVIDIA STOCK PULLS BACK: Jim Cramer on the Next Catalyst for NVDA…이 부분은 CEO Calls에 대한 평Sign up니다. 솔직히 말해 꽤 실망스럽습니다. 물론 우려 요인은 있습니다. 그는 그런 상황을 예상하지 못했고, 언급하신 대규모 자본지출 검토 때문이라고 설 people했습니다. 하지만 제 생각에는 고객사들이 빠르게 변하는 업계 전반의 사이버보안 문제에 신경을 빼앗긴 것도 한몫했습니다. 이른바 '마이 셀프…
5 MINS AGO! Peter Schiff: "Something MUCH WORSE Than A Recession Is COMING" | Silver Price Forecast…So, a weak bond market is a bullish signal for gold. This is not a " bearish" signal. Look at what the Fed is doing. Never mind what Warsh says, I'd rather sell my gold to get 5% o…
Larry Fink Warned About the Dollar. Central Banks Just Sent a Signal…Gold is trading above $5,500 per ounce. Central banks are buying about twice as much gold as they did in the previous decade. And 74% of reserve managers surveyed expect the dollar…
BREAKING: Something Just Changed for Gold & Silver | Jamie Dimon…On Friday morning, an economic publication sent shockwaves through global markets, triggering an aggressive repricing that caught Wall Street economists by surprise. For months, th…
Will A New Fed Chair Crash The Tech Rally? Jeremy Siegel Explains…A looming leadership transition at the Federal Reserve is sparking intense anxiety over whether interest rates will choke off the technology-driven market rally. Wharton Professor …
James Demmert on NVDA "Bargain" Stock Price, Mixed SMH & Value Outside Tech…Welcome back to the " opening bell." Time for the latest news right here on the floor of the New York Stock Exchange. With me is James Demmert, founder and chief investment officer…
“Ray Dalio’s $TRILLION Debt Warning — How Bitcoin & Gold Could Be the Escape”…### 미국 국가부채 40조 달러 돌파, 이자 비용이 국방예산을 넘어서다 지금 이 영상을 보고 계신 순간에도 미국 정부는 40조 달러가 넘는 빚을 지고 있습니다. 400억 달러가 아니라 40조 달러입니다. 그리고 거의 아무도 말해주지 않는 사실이 있습니다. 이 부채에 대한 이자만으로도 이제 미국 국방예산 All보다 많이 …
KEN GRIFFIN’S CITADEL SELLS 80% OF SITUATIONAL AWARENESS 4X LEVERAGED BETS -LESSONS NEVER LEARNED…Long before situational awareness exploded a few weeks ago and forced Citadel Securities to sell off most or all of its public portfolio for next to nothing. I've been covering the…
Tom Lee vs Reality: The Truth About AI Energy Constraints…Treasury buybacks and mounting political battles over AI data centers are quiet threats to this bull market, but they might actually be setting up a massive clearing event. Recentl…
Bill Ackman Just Bought THIS Stock! 🚀 S&P Global (SPGI) $7B Buyback & AI Strategy Explained…Welcome to this explainer, where we're going to dive deep into S&P Global's recent market moves and uncover exactly how a 160-year-old financial infrastructure titan is navigating …
Michael Burry Nvidia Short Explained: The Big Short 2.0 ($NVDA, $PLTR)…Michael Burry doesn't tweet often, but when he does, markets move. The investor who called the 2008 housing collapse, the man Christian Bale played in The Big Short, has spent the …
NVIDIA RECOVERY: Chamath Palihapitiya on NVDA's Next Big Move…첫 번째 메시지입니다. 우리가 슈퍼갓을 만들어 냈는데, 벤처캐피털리스트들은 레밍 같아요. 다들 뛰어다니면서 "나는 슈퍼갓의 올바른 편에 서야 한다"고 말합니다. 그러다 또 다른 두 가지 입장으로 바뀌죠. "이 calls 진짜 무기다. 세상을 멈추자. 그리고 왜 모든 걸 규제하지 않느냐"고 말이에요. 그냥 이 page저 page으로 오락가락하는 …
Bill Ackman and Pershing Square: The Activist Investor Who Bets Billions Against Companies…In March 2020, as the world was shutting down and global markets were in free fall, Bill Ackman went on CNBC and delivered one of the most emotional, alarming interviews in the his…
NVIDIA UPGRADE: Jim Cramer on the Next Big Move for NVDA…Here we are again. Today's winners: chemical giant Dow, boring fertilizer company Mosaic, oil refiners, especially my favorite Valero, and fixed- price store chains. A reminder tha…
NVIDIA RECOVERY: Chamath Palihapitiya on the Road Back for NVDA…model, it is 80-95% as good. This is a very complex dynamic for leading laboratories. By the way, do you see any changes? You know, for a long time, OpenAI and Sam have been under …
Michael Burry Warns NVIDIA: This New AI Chip Could Be a Serious Threat…Something very interesting just happened with Nvidia . And I think anyone who holds shares in Nvidia or any major AI company should understand that. Michael Bury, the investor know…
삼성전자·SK하이닉스 폭등! 진짜 매수 타이밍은 아직 안 왔습니다…한국 시간 오후 2시 반, 국내 장 마감이 얼마 남지 않은 시점에 삼성전자는 27만 원, SK하이닉스는 하루 만에 12% 오른 168만 원까지 올라와 저항대에 도달했습니다. 이번 영상에서는 두 Stock이 어디까지 오를 수 있는지, 현재 미국 반도체 섹터와 수요일 미국장의 All 흐름, 특히 AI page에서 바이오 page으로 시장이 순…
NVIDIA CATALYST: Jim Cramer on the Next Big NVDA Move…### 시장 충격과 지정학적 불확실성 대통령이 호르무즈 해협에서 이란의 선박 공격이 계속되는 것에 진심으로 분노한 것처럼 보였습니다. 휴전이라고 하지만 실제로는 공격이 이어지고 있어서, 앞으로 무엇을 할지 전혀 알 수 없는 상황입니다. 물론 이런 흐름은 Previous에도 본 적이 있는데, 결국 최종 결과는 대개 유가 Bullish으로 끝…