주식 영상 글

9,796건

…마련한 것입니다. 둘째, 고객 기반을 빠르게 다변화하고 있습니다. 메타와 협력하고, 오픈AI와는 특수 칩인 ASIC을 통해, 바이트댄스와 알리바바와도 손잡고 있습니다. 셋째, 탄탄한 수익 기반이 있습니다. AI와 무관하게 애플과 맺은 수십억 달러 규모의 장기 계약이 있습니다. 마지막으로 소프트웨어 분야에서는 VMware를…

…hem, and lots of cables, wires, fuses, and, you know, it's basically a bunch of transformers . And the electrical transformer industry is not used to big changes in demand. There …

…내일 아침 증권 계좌를 열었다고 상상해 보십시오. 주식은 초록색이고 S&P 500은 사상 최고치 근처에 있습니다. AI 이야기는 어디서나 들리고, 투자자들은 들떠 있습니다. 어디를 봐도 메시지는 거의 같습니다. 경제는 버텨냈고, 기업 실적은 강하고, 인공지능이 완전히 새로운 기술 혁명을 만들고 있다는 것입니다. 그렇다면…

…D USE ITS BOND PROGRAM, 5 MILLION DOLLARS OF DOLLAR BONDS, BASICALLY TO SUPPORT AND GROW THE SUPPLY CHAIN. EARLIER IN OUR CONVERSATION, YOU TALKED ABOUT THE BENEFIT OF WORKING WITH…

…ased Deep Seek and it was very cheap for them to make, and basically the US stock market dropped like 20% just because of this Deep Seek model coming out. It's because nobody unde…

…오늘은 우버에 대해 이야기해 보겠습니다. 솔직히 말해서, 우버에 대한 기존 이야기는 꽤 단순했습니다. 혁신적인 앱이긴 했지만, 성장만 앞세우며 돈을 태우는 기계라고 여겨졌죠. 이제 그 낡은 인식을 깰 때가 됐습니다. 이번 리뷰에서는 단순한 차량 호출 서비스에서 고수익 글로벌 플랫폼으로 탈바꿈한 우버의 인상적인 진화를 분석…

…t was solely the Fed's fault. He said it was just the Fed. Basically, it is our responsibility. It's our fault and we have to do something about it. But this is not true. It takes…

…y? The purpose of this video is not politics. This is just basic science. So, where is Friedberg wrong? He confuses how the two approaches to these peptides actually work. Let's fi…

…ockchains are not just speculative assets. They become the basic infrastructure where applications, financial markets, artificial intelligence, and ultimately machine-to-machine tr…

…bout the first 30 minutes to an hour. These are really the basic setups we are looking for in the market. The first hour of the market is when I look for my scalps. And after that,…

…আপনি যদি কখনো শেয়ার বাজারের দিকে তাকিয়ে ভেবে থাকেন, "আমি এটা কখনোই পারব না, আমি তো আর ওয়াল স্ট্রিটের কেউ নই," তাহলে আমি আপনাকে আনন্দের সঙ্গে জানাতে চাই যে আপনি পুরোপুরি ভুল ভাবছ…

…안녕하세요, 여러분. 오늘은 일요일이고, 흥미롭고 멋진 한 사람의 이야기를 해보려 합니다. 2022년 8월 7일, 뭄바이 공항에 휠체어에 앉아 있는 한 남자가 있었습니다. 몸에는 힘이 거의 없었지만 눈빛만큼은 남달랐습니다. 그의 마지막 꿈은 하늘이었습니다. 하늘로 새로운 항공사가 막 이륙하고 있었습니다. 이것이 그 남자…

…조금 더 좋지 않게 보는 이유는 브로드컴 실적 발표가 예정되어 있기 때문입니다. 엔비디아와 브로드컴은 모두 ASIC 관련주로, 같은 반도체이지만 시장을 나눠 먹는 관계입니다. 따라서 브로드컴 실적이 좋을수록 엔비디아는 브로드컴이 시장 파이를 뺏어갈 수 있다는 우려를 받을 수 있습니다. 그래서 다음 주 브로드컴 실적 발표는…

…or, Nvidia. In simple financial terms, buying put options basically means putting a lot of money on the table betting that the share price of these specific companies will suffer …

… of August got one more week to go here. But yeah, because basically earnings are great. I mean, and, you know, the hyperscalers, I mean, earnings have been blowout. No one expecte…

…75. 8775. Got it. So, our mission for this deep dive is to basically figure out why the quote unquote smart money is aggressively buying a stock that at least to the casual observe…

…rence between sales volume and cost of goods sold. So, the basic elements of doing business, if you will. In other words, what are you buying as your main ingredients or components…

…ourney or such a big portfolio. What happened in his case? Basically, his entire family is a background trading family. He has been in the trading business for almost 19 years . Th…

…Welcome to today's explainer. Today we're diving into the highly polarizing story behind Nebius Group, ticker NBIS. We'll walk through the fierce debate on Wall Street without taki…

…timulatory. They are trying to lower long-term rates . So, basically the government, having large deficits and buying up treasury bonds, is pursuing a very loose fiscal policy, whi…

… be very good or could be okay. Point four. Question which basic things he has repeatedly laid emphasis upon regarding economy. He laid more emphasis on commodities prices on globa…

…ing to see that shift? And does that eliminate that fear of ASIC players, right? One of the fears is that your Googles, your Amazons, everybody's designing their own AI chips, but…

…reak it down and so on. And now this week, today Ray Dalio basically released a post, some things about his recommendations. He, this guy who is a very famous, extremely successfu…

… of the multi-bubble at that time were analyzed based on a basic 10-year period . When analyzing a certain internet company, you think, " Ah, it will grow like this in 10 years ." …

…t 26% from their peak after the last earnings report due to ASIC chip delivery delays . Okay, so how does this relate to OpenAI? Well, they are developing ASIC chips for OpenAI. T…

…eir installed base, their enterprises saying? What they're basically saying is bright green light to go down the AI path. So when you go down to the CapEx and the circular financin…

…d, it runs thousands of Monte Carlo simulations, which are basically randomly generated future scenarios just to see how different assets behave under pressure. And third, it subje…

…메모리 주식이 크게 밀리면서 나스닥100도 끌어내리고 있습니다. 삼성전자가 8.9% 급락한 데에는 기대치와 실제 결과의 괴리가 일부 작용하고 있지만, 제가 보기에 더 중요한 이유는 업계 자체와 경영진들이 이 문제를 입에 올리기 시작했다는 점입니다. 메모리 주식에서 구조적 공급 부족이 있다고 해서 시장의 순환적 성격이 사라…

…hing. These are Tomahawk and Jericho routing chips, custom ASICs, and specialized integrated circuits with optical connectivity. If data is transmitted within a cloud data center,…

…### 젊은 수학자에서 채권왕으로: 제프리 건들락의 시작 2009년 12월 4일 로스앤젤레스 TCW 그룹 본사 16층 회의실에서, 회사의 수석 법률 고문이 회의에 들어와 고정수익 부문 투자 책임자에게 즉시 해고를 통보했습니다. 해고된 사람은 49세였고, TCW에서 24년을 일했습니다. 그는 93억 달러 규모의 채권 펀드…