주식 영상 글

2,962건

… you back to about 647. Still higher than where you were on April 17th, right? So, I don't think we're going to have a disaster. I do think money's going to rotate into other areas…

…with Micron. My patrons know that I called this one back on April 15th when MU was sitting at $431. I remember the thesis write-up because we were looking at the physical bottlene…

…, you know, personally I've been saying, "Hey, beginning of April, hardware rally. We called it up front. Next is the software rally." Uh so, I kind of hope I'm right because I wan…

…r signed up for this duty." The consumer inflation data for April, he's inheriting one of the most difficult monetary tasks since Paul Volcker took over from G. William Miller bac…

… of macroeconomic data that does not support it at all. The April jobs print was a measly 115,000 new payrolls. Consumer sentiment is sitting at a fresh record low. Burry himself …

… Oracle, he's actually buying one tech stock, Microsoft. In April 2026, Burry disclosed a new long position in Microsoft. He called it a company with fortress-like fundamentals, hi…

… were, the export numbers were even worse. Export prices in April surged by 3.3% in 1 month. Right? That would still be a big number if it took all year, cuz it would be way above…

…sh Wednesday. The nomination is confirmed. But that follows April's inflation rate coming in at a higher than expected 3.8% driven in part by soaring gas prices stemming from the I…

…주식시장은 올해 들어 벌써 100번째 신고가를 기록했을지도 모릅니다. 이제는 어디서부터 얘기를 시작해야 할지 모를 정도로 천장을 계속 뚫고 올라가고 있어요. 차트를 보면 이미 완전히 천장을 뚫어 버린 상태입니다. 사람들이 내놓는 설명도 거의 정해져 있죠. 요즘 세상의 화제는 이른바 '두 글자 이론'입니다. A와 I, 즉…

…Taiwan are nothing short of spectacular. TSMC just reported April revenue that surged 17.5% year-over-year. And if you look at the first four months of 2026, revenue is up nearly 3…

…id. Where were you all of the end of March and beginning of April where I go, 'Wow, AMD and Nvidia are dirt cheap right now. I think we're about to have a hardware rally.'" I mean,…

… So, it's a weak business, but not collapsing. This is from April 23rd when they reported, "Net sales increased 6% driven by strong maintenance product sales and improvement in dis…

…rmation that we have, uh our last analysis on Google was on April 30th, and we analyzed that Google currently has a KPEG ratio, so uh Kevin price earnings growth ratio using the fo…

…ne straight up with very few red days from the beginning of April we had a price point of around 370, we'll call it, but it's been 45° angle up into the right all the way up to 575…

… a huge accounting loss. The company's stock went up 33% in April, and long-term holders who stuck with it through the downturn are now seeing the comeback happen quickly. At the …

…로 하이브가 어쨌든 지금 그 엔터주들 방향타 역할을 하거든요. 뭐 반도체 SK닉스 삼성전자 그리고 화장품의 APR 같은 포지션이라고 보시면 됩니다. 하이브가. 그래서 가야 화장품이 다 같이 가는 그리고 하이브가 가야 엔터가 좀 같이 가는 이런 하이브가 방탄소년단 콤백대 그 기대감으로 주가가 계속 쭉쭉 올라갔었는데 이게 컴…

…짝 숨고르기 하면서 어 전반적으로 좀 시장이 재미없게 흘러가는 모습이었습니다. 오늘 상승하고 있는 쪽 뭐 APR이라든지 삼양식품 실적 잘 나오는 쪽 호텔, 리조트 그리고 카지노 여기다 유통주들의 약진 오늘까지 계속되고 있고요. 조선주 전력의이 조정 수급 공백을 어느 쪽에서 메꿔 주느냐? 대형주에서 덜 올랐던 쪽 삼성 물…

…somewhere here, let me see. So, we have 2,200 in the end of April, right? So, I don't know if he meant over 2,100 or 2,300. That will be a quite of a question, because I you even a…

…p. AMD diesel, which we've talked about booming since early April, has hit a $731 billion market cap. And look at that, skyrocketed early April. Valuation was ridiculously low ove…

…e a look at the CPI article . Prices accelerated further in April, driven by increases in gasoline and food prices. There are n't many positive statements, and the fact that inflat…

…itting at 33,000 just this morning on a weekly basis ending April 25th which comes out to a monthly basis of over 130,000 jobs. This helps us have a little bit of confidence that e…

…er of last year, 3% in November, and we crossed 4% in early April. But I do think we're going to slow down our pace of buying. I'm not sure we want to get to 5% too quickly. We're…

…ulated 10 shares, about once a month . Then , last year, in April 2025, the Trump tax shock caused a panic in the market , and at that time, my own investments, including TECL, wer…

…ng growth. At the end of last week, we also received TSMC's April earnings report. Let us remind you that TSMC produces chips for Nvidia. April revenue showed a strong increase of …

…ergy just executed this historic initial public offering on April 24th, 2026, where they raised approximately 1.02 billion dollars. A massive number. Huge. And look, my immediate …

…코리아는 어떻게 보시나요? 이번에 화장품을 준비하면서 밸류에이션이 싼 쪽을 중심으로 골랐습니다. 대장주인 APR이 좋지만, 실리콘투, 달바글로벌까지 범위를 넓혔거든요. 실리콘투 다음으로 한국콜마, 코스맥스, 그리고 달바글로벌까지 살펴봤습니다. 그렇다면 코스메카코리아는 다른 종목들에 비해 밸류에이션이 높거나 실적이 안 나…

…시장은 변동성과 높은 밸류에이션, 단기 노이즈에 시달리고 있습니다. 그런데 우리 경제 전체를 바꾸고 있는 거대하고 멈출 수 없는 힘이 있습니다. 인공지능은 이제 기업에 통합되는 수준을 넘어, 글로벌 전력망을 집어삼키고 데이터센터 수요를 전례 없는 수준으로 폭발시키고 있습니다. 예상보다 빠르게 가속하는 수조 달러 규모의 인…

…안녕하세요, 톰 리입니다. 비트마인 이머전 테크놀로지스의 회장입니다. 이번 글은 2026년 5월 회장 메시지입니다. 오늘은 크립토 봄이 왔다는 이유와 제가 이더리움이 돈의 미래라고 믿는 이유를 말씀드리려 합니다. 먼저 몇 가지 유의 사항을 말씀드리겠습니다. 그럼 크립토 봄이 왔다고 보는 이유부터 시작하겠습니다. 많은 분…

…e next 12 months, we have to look at the logic behind these April 2026 trades. On April 15th, Burry opened a position in PayPal. After the company missed its fourth quarter 2025 ea…

…rding to Deloitte, while spending levels picked up a bit in April, they're below January's levels. This is because of the the spike in gas prices. I don't know about you, but like …