주식 영상 글
9,777건
엔비디아 AI 생태계 재편: 마벨과 루멘텀 합병설 분석고급
… lot. He seems very humble. Broadcom holds about 60% of the ASIC market, and Meta and Anthropic are both co-developing with Broadcom. Its real rival is Nvidia. If a GPU is a genera…
2028년 변동금리 모기지 리셋, 주택시장 붕괴는 과장일까응용
…hat, uh, Arizona is and the houses being built in Arizona. Basically, here's a guy named Andrew Hecker who, uh, offered me a rate that was 1.25 % lower than the 4% he was offered o…
SÁCH TRÊN ĐỈNH PHỐ WALL - PETER LYNCH…e, we return to the importance of profit. Let's try a very basic logic problem about a hypothetical internet company . Let's assume this company has 100 million shares trading at $…
Stanley Druckenmiller: Never Invest in the Present…피츠버그의 한 은행이 1978년 스탠리 드러켄밀러를 리서치 디렉터로 임명했습니다. 그의 멘토는 이유를 이렇게 설명했습니다. 큰 강세장이 올 것이고, 자신과 동료들은 상처를 입었으니 방아쇠를 당길 수 있을 만큼 젊고 거침없는 사람이 필요하다고요. 이듬해 초 이란의 샤가 몰락하자, 드러켄밀러는 자금의 70%를 석유주에, 3…
What Li Lu Said About Investing in China…of new capital. So if you're mostly drawn to the top, that basically means you've also separated yourself from a bunch of great companies that are trading at very low prices. And t…
Warren Buffett, Charlie Munger & Bill Gates Full HD…e care of the have-nots. Interestingly is both parties and basically agree on that. They just Yes, they how you get there [clears throat] that that that gets complicated. income ta…
Why Warren Buffett’s Wife Accepted Another Woman Into Their Marriage…1977년, 워런 버핏의 아내 수지는 오마하의 집을 떠나 1,500마일 떨어진 샌프란시스코로 이사했습니다. 이혼 소송을 낸 것은 아니었습니다. 그녀는 매일 밤 그에게 전화를 걸었습니다. 그런데 그 뒤 버핏은 누구도 이해하기 어려운 행동을 했습니다. 아스트리드 메크스라는 카바레 가수를 아내에게 소개하고, 그녀에게 자신을 돌…
Charlie Munger Final Interview Full HD…ation, for God's sakes, don't take a small helping. He he basically said, "Liver up when you're when you're sure you're right." And of course, that's good advice, but be sure you'…
What is Peter Schiff Buying Right Now?…AI 분야에서 슈퍼사이클이 진행되고 있습니다. 이것이 전체 상황과 어떻게 맞물린다고 보시는지 궁금합니다. AI는 분명 큰 긍정적 잠재력이 있습니다. 문제는 그것을 가능하게 하려면 얼마나 투자해야 하느냐는 것입니다. 데이터센터에 대한 수요가 엄청나고, 데이터센터는 6개월이면 지을 수 있지만 구리 광산은 허가를 받고 제대로 …
THE STOCK MARKET’S NEXT MOVE COULD SHOCK EVERYONE — ARE YOU READY? - Ray Dalio…이 영상은 레이 달리오의 공개된 아이디어에서 영감을 받은 가상의 교육용 각색이며, 실제 그의 발언이나 추천이 아닙니다. 주식시장의 다음 움직임은 모두를 놀라게 할 수 있습니다. 하지만 가장 큰 위험은 그 움직임 자체보다, 단 한 가지 결과만 대비해 둔 사람들이 얼마나 많은가에 있을지도 모릅니다. 주가는 계속 오르는데 인…
Peter Schiff | Oil Above $117? What It Could Mean for the Global Economy…ussia uh accelerated the move out of the dollar because we basically uh created an example that other nations didn't want to follow. They didn't want to be the next uh Russia to ha…
Peter Schiff: Bond Market Collapse, Debt Trap & Dollar Crisis - Massive Economic Crash Incoming…ed in these stocks, but all the spending is there. They're basically buying from each other because all these big hyperscalers that are spending all this money, let's say on Nvidia…
Howard Marks - Quy luật chu kỳ kinh tế, đòn bẩy tài chính và cách dòng tiền vận hành…Trong đời sống hằng ngày, chúng ta thường thấy một thói quen quen thuộc: mỗi khi bật TV, xem tin tài chính, hay ngồi cà phê cùng nhau, câu hỏi phổ biến nhất giữa các nhà đầu tư là …
Howard Marks - Offense or Defense Positioning Portfolios - Brookfield…uidity could be other objects objectives they may have and basically building a relationship where they feel like the asset management or GPS are almost like a extension of their b…
Peter Schiff: Could the Debt Crisis Trigger Gold’s Next Big Move?…s the support because I think that was the resistance that basically uh was holding the market back since 1980 81, uh it acted as very substantial resistance in 2011. And even as …
Tom Lee: BlackRock Could Help Trigger Bitcoin & Crypto’s Biggest Bull Market Yet…여러분, 축하합니다. 지금 우리는 크립토 강세장의 초입에 있습니다. 날짜를 찍으라면 8월이라고 하겠습니다. 다만 사람들은 이것이 아직 불안정하다고 여겨 강세장인지 의심할 수도 있습니다. 하지만 강세장 초기에는 원래 그런 일이 벌어집니다. 그래서 발표 순서대로 설명드리겠습니다. 먼저, 지금은 본격적인 크립토 강세장입니다.…
America Is About to Vote for Socialism... Get Ahead of It Now…se they're going to cut Medicare." Now the Republicans are basically saying, "Don't vote for Democrats. They're going to take away your Medicare. We're the ones who are here to pr…
holy sh*t JENSEN!!!… AI is a really good encyclopedic artificial intelligence; basically, it was just a great encyclopedia that could give me what I needed when I needed it, but it was hallucinating a…
Howard Marks: A Financial Event That Will Never Happen Again is Here…in the broader economy. In simple words, this Fed rate is basically the interest rate at which banks lend money to each other overnight. Now, here's the cool part. The Fed can twe…
Gold Just Fell Below $4,000. Jamie Dimon Warns More Pain Is Coming…amily is taking out record credit cards just to maintain a basic standard of living, while interest rates remain brutally high. They are stretched to the limit. Now imagine what w…
Tom Lee: You Have Less Than 14 Days Before Biggest Bull Run Ever…ou're underestimating how far it can go. The logic here is basic supply and demand. When coins are in the treasury, they are off the market. So when new buyers arrive, they have le…
The Real Warren Buffett Playbook! | Kushal Lodha #76…ut Buffett as a Buy End Hold for ever kind of a guy but he Basically said it was a mistake. People say buy and hold investors. Is. But the average holding period was around 2.5 yea…
1 SpaceX share for every child, corporate earnings mostly Al and Ken Griffin says we're in Al bubble…lly found a video from It's from 6 years ago, so it's it's basically a longer documentary by The Economist on giving. And there's one very critical journalist, and probably 6 year…
Cathie Wood’s Highest-Conviction Bets Right Now…uh, did something very interesting recently. It uh, is has basically hired people to clean their own houses, uh, but wear cameras and other sensors, so robots can learn from them. …
How Charlie Munger Thinks: The 6 Rules | podcast…are about to expire. If you don't understand at least the basics of these different fields, you are essentially flying blind. You are forced to undertake massive hidden risks. You…
Peter Schiff: Surging Yields—Is the Debt Crisis Starting?…ually took place, I have a big problem with it because you basically have the Fed chair uh, you know, consulting with the president before the announcement, letting him know what t…
Li Lu: Vì Sao Đầu Tư Giá Trị Dễ Hiểu Nhưng Rất Khó Thực Hiện? | Tập 4 #charliemunger #dautugiatri…2006년 뉴욕 컬럼비아 대학교의 한 투자 수업을 상상해 보자. 교단에 선 사람은 강의를 팔려는 전문 강사가 아니다. 거의 무일푼 유학생에서 자신의 투자 펀드를 운용하게 된 Li Lu다. 그는 아주 단순해 보이는 질문을 던졌다. 무엇이 진짜 가치투자자를 만드는가? 수업에서 나온 답들도 익숙했다. 주식은 사업에 대한 소유…
BMNR STOCK: Tom Lee Is Buying Back MILLIONS of Shares!…ven more access to more capital. 100,000, 120,000. They're basically trying to become MSTR because I'm fully employed. So, it's a kind of mini-MSTR. So, eventually, this will happe…
Chamath Palihapitiya: Bitcoin padne na $0! 🔴 #BTC #kryptoraňajky…because the community is allegedly unable to agree even on basic things. Bitcoin.com News reminds us that these are hypothetical threats, not known vulnerabilities, and the protoc…
GLOBAL ECONOMY AT BREAKING POINT AS OIL BREAKS $117 - w/ Peter Schiff…ussia uh accelerated the move out of the dollar because we basically uh created an example that other nations didn't want to follow. They didn't want to be the next uh Russia to h…