주식 영상 글

9,782 calls

…Merkantile Exchange and lock in gas prices for people. And basically what you're doing is bringing airline level hedging to consumers and that blew my mind. Basically what that ha…

…hat important? For many years, in bearish scenarios, custom ASIC chips from companies like Google and Amazon have eroded Nvidia's GPU business and have actually expanded their mark…

…week. Just interesting news that I find relevant, as it's basically straight out of Alex Karp's book on the formation of these public-private relationships. Anthropic transfers 5%…

…tor has seen uh, an inverted yield curve um, he or she has basically assumed correctly that we were heading into a recession. That was not true. Now, you can see there were a lot …

…ding, you know, unused credit lines, okay ? So management basically believes that it has more than enough liquidity to meet any obligations over the next 12 months. And as you can…

…ection, and so it doesn't really make sense for them to be basically saying no Muse you you and no Grok. But that's what they're saying. So we're early on. I do think I do think M…

…orecasts, indicating a systemic acceleration in prices for basic goods and services. Standard economic reports often focus on annual monthly metrics or year-over- year underlying …

…fy, maybe the investment strategy around this, neocloud is basically untouchable without an Iran deal. So if I'm talking about neoclouds, these guys need a deal with Iran because …

…ent thesis. And the sales tracker gets suppressed when the basic reason for investment is lost. The fundamentals begin to deteriorate or serious financial irregularities emerge. D…

…latt intentionally wrote this so that somebody with a very basic understanding can get these concepts. Yeah. He takes concepts that are extremely complicated and uses very simple s…

…n and so forth. Look, use your intelligence too. You know, basic common sense tells us that horses used to run at one time. The vehicles arrived. Right? So the vehicles disrupted t…

…자를 적어 두세요. 얼마나 가까운지 확인해 보겠습니다. 먼저 타당한 걱정부터요. 구Articles, 아마존 등이 만든 ASIC이라는 전용 칩이 점유율을 늘리고 있습니다. 그렇다면 왜 여전히 엔비디아에 돈을 내야 할까요? 여기서 반전이 있습니다. 엔비디아는 이미 오래전에 GPU만 만드는 views사가 아니게 됐어요. 현대의 AI 데이터센터는…

…안녕하세요, 실패한 비즈니스 모델 채널에 다시 오신 것을 환영합니다. 저는 진행자 제임스입니다. Today 영상에서는 엔비디아 CEO 젠슨 황의 Latest 인터뷰를 다뤄보려 합니다. 제 생각에 이 인터뷰는 상장사 CEO가 한 인터뷰 중에서도 가장 민망한 축에 드는 인터뷰입니다. 뒤에서 보겠지만, 젠슨 황이 한 주장 가운데 제가 사실…

…이것은 역사상 단연 최대 규모의 AI 인프라 프로젝트입니다. 제 생각에 AGI는 아주 아주 가까이 와 있습니다. 매출이 130억 달러인 views사가 어떻게 1.4조 달러의 지출 약정을 할 수 있을까요? 주식을 팔고 싶다면 제가 구매자를 찾아 드리겠습니다. 이번 주 AI와 반도체 주식이 흔들리며 1조 달러 넘는 시가총액이 증발했…

…clip. So, he was saying US oil or WTI, which is West Texas basically crude, over 101. Yes, it is touching near near all-time highs on Friday. This is on a daily side. This doesn't…

…AI model developers. Their core business is not creating a basic AI model. They connect models to the organization's real data, authorize access rights and business processes so t…

…"just what I need." And let me explain why. He was weak in basic, uh, statistical metrics. You know, the unemployment rate went up a few basis points, which rounded it up to one te…

…안녕하세요, 여러분. 지금 같은 상황에서 시장이 오를 때는 무엇을 하고, 떨어질 때는 무엇을 해야 할까요? 만약 Rakesh Jhunjhunwala가 2026년에 우리와 함께 있었다면 어떻게 했을지, 그의 말로 이 영상에서 함께 살펴보겠습니다. 다만 먼저 분 people히 해둘 것이 있습니다. 이 영상은 투자 경력이 오래된 분들을 …

…2025년 9월 29일, 영화 '빅쇼트'의 주인공인 투자자 마이클 버리가 X에 올린 Articles 한 줄이 아직도 잊히지 않습니다. "인류를 place해서라도 시장이 크게 무너져서 OpenAI와 Anthropic의 IPO가 막히기를 바란다." 다시 읽어 보셔도 같은 뜻입니다. 유 people 투자자가 두 views사가 주식을 대중에게 팔지 못하도록 시장 폭…

…ss thing behind. yes. From my perspective, I think this is basically Big Tech companies like Apple and Microsoft putting them forward as dummy targets to file a lawsuit. If they h…

…t through here. Let me try to explain this in more detail. Basically, if you are doing inference, you have the luxury of time. You don't need an instant Cerebras-style response, do…

…s doing a selective launch. Well, never mind. I mean, they basically said what I... I just took a screenshot of their message, so I assume they're just adding a note that it's sele…

…먼저 이 영상을 보시면 저도 잠깐 이게 AI인가 싶었습니다. 그런데 이 calls AI가 아닙니다. 여러분이 보신 이 차는 테슬라의 첫 번째 날 수 있는 차라고 할 수 있습니다. 날 수 있는 차는 로드스터라고 부르는데, 공식적으로 2028년부터 양산에 들어갈 예정입니다. 그럼 이 차는 뭘 할 수 있을까요? Person들이 이걸 비행 자…

…trillion from 1.78 trillion. What does the gap mean? We're basically spending more than we bring in. How works? Come on. I know. Come on. So, you either have to raise revenues or c…

…uh price is extremely important. And as I said in bubbles, basically what it means is they ignore price. And that's a terrible thing to do.…

…ggering a selective start. Well, never mind. I mean, they basically said...I just took a screenshot of their announcement, so I'm assuming they're just adding a note to the commun…

…를 엄청나게 많이 만든다면, 전용 조리 설비가 더 경제적일 수 있습니다. 반도체에서는 이런 선택지가 커스텀 ASIC입니다. 다만 설계비가 크고 소프트웨어도 맞춰야 해서, 반복 작업의 규모가 충분히 커야 합니다. 브로드컴은 대형 고객과 이 칩을 함께 설계합니다. 계산 views로뿐 아니라 Note리 연결, 여러 칩을 묶는 패키징, 실…

…ns forever. This reaction is based on the assumption that basic consumer memory is the same as advanced hardware for AI infrastructure. You can't build a modern accelerated comput…

…dity and high UV environments. That's not opinion. That's basic science. So while most of the country was panicking, the decision was simple. Go to Florida. We rented out the enti…

… going to continue. However, the attachment of a harness, basically the exoskeleton of the large language model, right? You know, kind of the body of the brain that allows it to u…