주식 영상 글

9,782 calls

…주식이 계속 떨어지고 있습니다. 코어 place브(CoreWeave)는 내일 장 시작 전에 5% Bearish했고, 나스닥은 개장 직후 또 1% Bearish을 보이고 있습니다. 이 얘기를 좀 해보려고 합니다. 신용 스프레드 얘기입니다. 신용 스프레드가 벌어지고 있는데, 제 생각에 이 그래프가 지금 시장에서 가장 걱정스러운 지표입니다. 그리고 F…

…add a small twist that you call gather six. So here is the basic six principles in my mind that guided our discipline, at least our practice over the last 33 years. Now, Ben Graham…

…면 돼요. ### 엔비디아·브로드컴의 과감한 포캐스트 엔비디아하고 비슷하지만 범용 GPU가 아닌 커스텀 ASIC을 만드는 업체로 브로드컴이 넘버원이죠. 8월 26일 엔비디아, 한 주 뒤 브로드컴이 어마무시한 포캐스트를 내놨습니다. 엔비디아는 내년도 매출 증가율을 70% 이상으로 제시했고, 여러 제한 조 calls이 없으면 10…

…o 2009, it was reduced by half. From 2009 to today, it has basically tripled. That's my way of saying that people are still crazy. And that's a very unfair thing to say, because th…

…ng will cease instantly. And this shock will spread to the basic materials sector and industrial payrolls. Deadlock in electricity networks: local obstacles against federal ambiti…

…er stock that Bury is betting against is good old NVIDIA. Basically, I mean, one of the best stocks of the decade. So let 's see what Bury thinks. His put options expire in Septem…

…지금 아주 이상한 일이 벌어지고 있습니다. 데이터는 아주 뜨겁게 나오고 있습니다. 원래라면 10년물 국채 금리가 올라야 맞는데, 오히려 Person들이 대거 국채를 사들이고 있고, 그 결과 금리는 떨어지고 있습니다. 채권에는 역의 관계가 있다는 것을 기억하셔야 합니다. Person들이 많이 살수록 제시되는 금리는 낮아집니다. 무슨 일…

…telligence. They are going to take on the data sectors. So basically, I think that despite all the attention and money, at least in my field of technology, the results will be pret…

… Fed, the Federal Reserve, they control one interest rate, basically. Uh the the Fed the Fed funds rate, that is short-term rates. Mhm. But they don't control the bond market fully…

… 뭐든지 다 잘할 수 있는 도구죠. 반면에 브로드컴 AVGO의 핵심 경쟁력은 맞춤형 실리콘. 전문 영어로는 ASIC라고 부르는 XPU에 있습니다. 맞춤형 집이요. 그 calls 메가이버카리랑 어떻게 다른 거예요? 이 calls 수술용 매스입니다. 아, 특정한 AI 연산. 딱 그거 하나만 기가 막히게 자라도록 뾰족하게 설계된 도구인 거죠. …

…een being asked forever. And let me just give you the most basic answer. Forgetting about more technical stuff, which we could go into in a minute. The basic reason is because it …

…Michael Burry, der Mann aus „The Big Short“, wettet gegen Nvidia, Micron und Palantir. Er sagt, die KI-Blase werde früher platzen, als alle denken. Wir sind genau in diesen drei Ak…

…second is Anthropic and OpenAI. And then, of course, these basic Nio clouds—they're just like little, really little warning signs. And you know, the situation with Corby is unstab…

… investing $10,000 per month in this plan, right? So, that basically means I need to get to 40 million in 18 years. Well, I'm over 42, so it's just hypothetical. But, let's say yo…

…여러분이 지금 AI 버블이라고 생각한다면, 우선 그 calls 아주 흔한 의견입니다. 저는 모두가 버블이라고 생각하는 버블을 본 적이 없습니다. 잠깐 생각해 보세요. 여러분 모두가 버블이라고 믿고 있다면, 그 버블을 터뜨릴 가능성도 낮습니다. 모두가 이미 겁을 먹고 있기 때문이죠. 그래서 저는 AI를 볼 때 몇 가지 수치를 먼저 …

…### 소수점 0.3%, 세 번의 빗나간 예측 Devil. 방금 CPI 데이터가 나왔는데 좋지 않습니다. 좋지 않아요. 그냥 좋지 않습니다. 안타깝게도 이것은 Yesterday 우리가 걱정하던 것을 확인시켜 줍니다. Yesterday 우리는 이기는 것 자체가 불가능할까 봐 두려웠어요. 헤드라인 Score가 0.5나 0.4처럼 더 좋게 나와도 여전히 …

… 같아. 여기가 아마 잠깐만요. 뭘 하는 좀 찾아봐. October 1 the VM sandbox the basic idea is that it gives AI agents access to virtual computers. 이게 인프라 기업인데 아무래도 뭐 조달비용 이게 같이 영향해 준 거 같은데요. 따로 뭐 보이는게 …

…s, you can talk to tech talk to energy executives. You can basically say the same thing. The American people have an affordability problem. They don't think Washington is acting an…

…xpect all of our employees to use. So , this is a kind of basic global picture of how, in my opinion, the whole world of AI works. Europe, for example, doesn't produce much AI or …

…s one to be good too. And if it's 0.6 here—that's bad . So basically, Think about that for a moment. You know, above 0.6 is bad, you know? At 0.6 it's bad, and even 0.5 is still b…

…year and the only Fed has followed the two-year ever since basically Greenspan. Volcker and Greenspan not so much, but everybody since then has followed the two-year and the two-ye…

…eiman, whom I am interviewing for " Creators". He asks the basic questions: what is the purpose of creating this? Well, the obvious answer is to help humanity. If you're doing som…

…inating, but many say it's also destructive. Yes. I mean, basically, I think if you look at the progress in mathematics in relation to AI, in 2024, a lot of AI labs have presented…

…over again. And you rightly point out that, you know, it's basically if you look at household earnings of treasuries or any or corporate earnings, it's minuscule compared to where …

…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. Howard Marks makes a fascinating observa…

…en they need to spend more to try to save it because it is basically what most of the growth of the US economy the only game in town for many people at least into next year and bey…

… "moat" around the market's major operating leaders . The basic mechanisms are extremely robust. American households hold over $10 trillion in annual investment income, generated …

…along with others in the industry, like the CEO of OpenAI, basically said, "Hey, you know what? There are some concerns for the future, but I think at this point it's the responsib…

…t positions in key AI stocks to put options. So, he says, “Basically, I’m speeding up the timeline. As a result, I want more leverage in my short positions. The AI ​​bubble may bur…

… calls 아닌데 어 좀 그게 부각된 calls지도 모르겠습니다. Let me jump in on that G2 the basic USFP is a super fast plug connects all the AI supercputers in the data center. But to your point, you also have to …