주식 영상 글

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…이 영상은 모든 투자자에게 보내는 긴급 경고입니다. 오늘 테슬라 주가는 11%, 스페이스X는 8% 떨어졌고, 전부 팔아 버리는 걸 고민하는 사람을 넘어 이미 전부 팔고 있는 사람도 있습니다. 테슬라가 오늘 왜 11% 떨어졌는지 설명드리겠습니다. 좋은 소식은 오늘 거의 모든 게 떨어졌다는 점입니다. 이건 스페이스X와 테슬라…

…안녕하세요, 여러분. 마크 앨리슨 88의 업데이트 영상입니다. 현재 시각은 오전 9시이고, 모두 잘 지내고 계시길 바랍니다. 오늘은 몇 가지 주제를 이야기하려고 합니다. 먼저 제가 그동안 계속 말씀드려 온 옛 이야기부터 하겠습니다. 일곱 번째와 여덟 번째 왕, 그리고 제가 언급했던 불법의 사람에 대해 많은 분들이 이제 …

… defense purposes cuz we were if if you recall we were in a capex light era from 2000 to 2024. Now we're in a heavy capex spend from 2024 onward and we are just in shortages. So I…

…has has declined significantly as they're putting more into capex provided that we do or those firms do see a sufficient return um on investment from that capex that they are engag…

…ink we've been teetering on this will they won't they uh AI capex for a little while and uh the current bet is they won't. I think I I think that's wrong but uh I sure uh I'm an o…

… is more about this feeling of trap that I can't actually escape out of it. So in the same week that this France news I spent a lot of time just listening to what people were talk…

…. All right. Uh, Dell So disgusting, man. Like, you can't escape this. The SO XL is down like 40% or something like that. Um, hey, [clears throat] look, congratulations. They're th…

…have made a couple of weeks ago, couple of months ago about capex spending. We I mean both of us and Jose have been talking about the capex growth and I think we've all concluded …

… into the sector over the past few years including a lot of CapEx spending and a lot of borrowing. It kind of creates a situation where you're starving other sectors, more or less,…

…es into play today. Is it about changing the political landscape and slowing down the construction of new data centers? So much of what we have in the stock market right now is bas…

…'t see anything that's going to fundamentally change the AI capex boom, OK. You need to look at your projects and think: should I stay in Texas, can I move this to New Mexico, some…

…straight to the point. Of course, overnight we saw the landscape transform in the United States. As expected, Donald Trump was rejected. This was expected. Of course, some will say…

… could say catalysts for a slowdown in capital expenditure (capex) are starting to show up. Companies that had been tailwinds are turning into headwinds. The margin compression I m…

…uncertainty behind them. So knowing that the political landscape is changing and that Democrats might be most likely more adamant to regulate AI and AI buildout and data centers th…

…진행자 제이 콘리(Jay Conley)입니다. 뉴욕 본사에서 생방송으로 전합니다. 방금 마감 종이 울렸습니다. 자리에서 자러 가신 분들을 위해 오늘 증시가 어떻게 끝났는지 제러드 블리커리(Jared Bleeckery)와 함께 짚어 보겠습니다. 제러드, 오늘 무슨 일이 있었나요? 대부분 주식이 아주 좋았습니다. 몇 가지 눈…

…this. Their hope is for a controlled fall, not a panicked escape. This idea has a name— Gresham's Law. When people lose trust in a certain currency, they spend it as quickly as pos…

… party platforms. It's very much once that legislative landscape clears, the market tends to stir surge because corporations have a more predictable environment in which to operate…

…d them spending money right now. they don't like the heavy capex. So, this might mean that they have to slow down the capex and then you'll see a lot more free cash flow. You'll s…

…e buyers of data centers. They're the ones making these big capex investments. They're also the software subscription digital platform companies that own the customer. These compa…

…estor expectations. So, they're probably going to slow down CapEx. If we do see the slow down here, the tech sector slow down, GDP slows down, what happens to the economy? What ha…

…hange traded funds. I'm your host, Dominic Chu. Is the landscape of higher education investing changing? College and university endowment returns have typically been driven by trad…

…pany that may be able to open up sort of a broader IPO landscape at Aperture. And so, you would think that this IPO is likely going to be positioned to give it the best chance poss…

…### 시장 마감: 칩주 급락, 나머지는 강세 안녕하세요, 마켓 도미네이션입니다. 저는 뉴욕 본사에서 라이브로 진행하는 Jake Connley입니다. 방금 장 마감 종이 울렸습니다. 오늘 주식시장이 어떻게 마감했는지 저희 기자 Jared Blickery와 함께 보겠습니다. Jared, 금요일 하락 이후 지금 무엇이 보이…

…this is quote, AI trade facing its toughest moment. Funding capex is everything. And he's cut price targets on a number of names, Nvidia, Marll, AMD, Dell, Broadcom. Okay, he cuts …

…약 170억 달러로 나온 것으로 보입니다. 전년 동기 대비 1,127% 증가했다고 합니다. 앞으로 설비투자(CAPEX)에 쓰기로 한 약정도 있는데, 컴퓨팅과 인프라에 쓸 금액이 약 9,000억 달러로 갱신됐습니다. 물론 이는 1년에서 20년에 걸친 기간에 나뉘어 있고, 일부는 취소가 가능하고 일부는 취소가 불가능합니다. …

…rer? So, while it does n't fit in anywhere in this new landscape, the Yen, which is practically being pushed by the Trump administration, has garnered a lot of attention as Intel h…

…nderlying trend here is that these companies spent a lot on capex probably more than what they were initiers were initially expecting and they missed EPS by a wide margin. So, Goo…

…ing exceptionally well, related to demand for AI tokens, AI capex, and the growth of cloud services. But this creates a supply shortage needed for other market sectors, such as con…

… other metrics, such as margin debt, and such as uh the the cape ratio, the Buffett indicator, all these things. I I I I do believe that although the individual stocks are much mor…

…lling me the hyperscalers are getting hammered for too much capex? Let that sink in. The market is telling them you're spending too much on capex. This is crazy. You can't spend th…