저자: 미상 · 외국인
요약 보기
비트코인이 전일 7% 이상 반등해 9만 달러 돌파했으나, 11월 이후 하락세이고 10월 대비 30% 이상 하락해 베어마켓 성격. 마이크로스트래티지(Strategy)는 비트코인 65만 개 보유, 평균 매입단가 74,436달러로 비트코인 가격에 직결. 클라우드스트라이크 실적은 EPS 0.96달러·매출 12.3억 달러로 예상 상회, 주가는 주간 EMA20 지지 후 반등해 상승 추세로 보고 보유 권유. OpenAI는 구글 Gemini 경쟁 심화로 사내 'code red'를 발령했으며, 소프트뱅크 손정의는 엔비디아 지분 58억 달러어치를 매각해 OpenAI에 올인 투자한다고 밝힘.
다듬은 글
[Song] Hello friends who follow the Investopia channel. Today we're reviewing AP news about the US stock market. Let's take a brief look at some risky assets. Okay, so on the morning of December 3rd, 2023, let's first look at the price of Bitcoin. Let's start with that first, because yesterday... It's recovered well; Bitcoin is soaring.
It went up by more than 7%, breaking through the $90,000 mark in trading. Yesterday, after previously falling. That was intense. On Monday, some people were... uh... Let's clear the status in the IT/IN section. Yes, it can be said that this applies to anyone who engages in short-term trading. Okay, so on Monday, the portfolios are going to crash.
Yes, but those were collected earlier. When the price dropped below 85,000, we considered it a profit. Okay, let's go back to Monday. Just to clarify, there's a port cleaning process. Bitcoin came into existence because of the market. It dropped to test $83,000 USD per Bitcoin and then was wiped out.
Those who used leverage in their portfolios lost over $1 billion. And then there's the crypto market... In early December, there was a sell-off. Yes, it's been tough, but it's been consistent. From November onwards, it has decreased. It dropped by almost 8% before rebounding. Coming back up from yesterday, if the picture...
This includes everything if you look at it from the highest point. In October, Bitcoin dropped by over 30%, and some people said it would be entering a trading range. It's actually a bear market, especially when talking about Bitcoin today, because we're going to look into that later. Let's talk about one stock in particular, Strategy Ink, or the former Micro Strategy, which has some issues...
It's the same thing, being sold off in some ways. Previously, but yesterday the stock market... Bitcoin is recovering as expected, in line with the overall market. US stocks recovered yesterday. Okay, technology stocks are recovering. That's good. Cloud Strike, well, the earnings... The announcement was pretty good.
Okay, let's take a look at Cloud Strike's financial results. Okay, I'll upload the Cloud Strike graph so you can all see what it's looking like. Some people hold this stock because... This is considered an important stock. In this era of new technologies and AI, people need to protect their security.
In the cyber world, well, it would be certain organizations... The organization also bought shares in this company. Okay, I bought the operating system from this company. Well, as investors, we buy shares. Okay, so let's take a look at the graph. Just a little bit about Bitcoin. Okay, please wait a moment, it's frozen.
It's on this page. Uh, this is just breaking news. I'll show it to my friends later. Yes, yesterday's earnings results came out well. Okay, so, uh, this is just advice, like... Let's analyze this from several perspectives, like what Isf said. Okay, I'd suggest keeping Cloud Strike in your portfolio.
Feel free to give it a try. For more information, please see below. Okay, Cloud St will come up like this. Okay, this is the weekly chart. It went down to test the EM EMA line, specifically the EMA 20, and then bounced up. That's the price pattern. It 's clearly an upward trend, and the price is quite...
The side that will be standing above the moving average line is... You can either hold onto it or follow this trend. I'll minimize the screen a little, okay? Okay, I'll let my friends take a look at this graph first. This is the price section for CL Strike, based on yesterday's results. Regarding the business operations, they stated that the report came out in the fourth quarter.
That's higher than analysts' expectations. Okay, earnings per share went up to $0.96 per share, and revenue... That went up to 1.23 billion, and that's the overall opinion of analysts. Well, I think the price has been adjusted. It's slightly higher than expected because... The forecast is 0.94 per share, in terms of profit and revenue.
The target was met for CL Strike shares; they increased during this period. Yesterday, Okay, I'll go check that part. Okay, now let's look at the financial results. Okay, let's keep watching to see what they'll do. Will they continue their good form next year? Okay, so right now it's the technology sector stocks.
Well, the revenue was on target. Yes, but investors do have expectations. I hope I can continue to do well. We'll come back to the Micro Strategy stock section later. This stock is related to... Clearly, it's related to Bitcoin, and also... uh... Now, if you look at the Micro Strategy aspect, let me explain it to you like this: Well, in the past, there have been some students...
That analysis refers to several people, those who spoke. One person in particular is... A person named Thor, an analyst from Seven Report, warned that the price of Bitcoin... If it drops significantly, it will reach the support level at... It is a support level. This company holds over 650,000 Bitcoins, which is quite a large amount.
And, uh, if there were a sell-off from the price... The fact that it collapsed is quite worrying. Because Micro Strategy's stock is directly tied to the price of Bitcoin, but... Yesterday, let's check the prices. Okay then, I think the price has gone up accordingly. Bitcoin, definitely. Let's look at the chart.
Okay, this is for the Strategy section. Strategy ink, okay? Here it is. Yes, yesterday the price went up. It increased by 2.34%, or $ 4.15 USD per share, closing at 181.33. The price formed a green candlestick here. Okay, it looks like it's climbing up to the 184 average line. Uh, right here, it's 184.63.
63 is a level where, if it breaks through, it will likely stay there. It's above the EMA 200 line, which means... This is considered an interesting pricing pattern. But, from the perspective of analysts... In that case, it could be viewed that the price of... Bitcoin is still very volatile, which makes...
Uh, the price of that Strategy is still within... That's a worrying criterion if it exists. The new sell-off, as I mentioned, means Micro Strategy's average cost of Bitcoin is 74,436 USD per Bitcoin, and they hold 650,000 Bitcoin, which represents 3.1% (1%) of all Bitcoin in the world. Yes, we have $21 million available.
Now the value has increased, the company's value has risen. It goes up and down according to the IT/IN schedule, okay? Wait a minute. Let's move on to another news item. Uh, take a look at this news article; I got it from... Bangkok Business News had an interesting discussion about Open AI's Red FA.
Open AI is also rumored to be entering the stock market. The stock price has been fluctuating recently, but right now, Sam Artman, the CEO, has issued a red flag warning to all employees. That means we need to speed up the work. That's a lot, because otherwise... They will lose their competitiveness.
I'm laughing because right now... Okay, it'll be a little slow, huh? Uh, okay, it's sharing, sharing. You ca n't come up here. I'll tell my friends later. Okay, listen carefully. It's a red flag. Uh, Sam's warning was that Open AI has announced the R code, and they need to urgently improve the GPT chat.
He instructed his subordinates to increase the speed and accuracy. It's about privacy, because of the competitors. For example, GimIns has surpassed 650 million users. And Sandman said, uh... I have sent a letter to the staff. The entire organization announced on Monday, December 1st, that the company...
That means we're facing a "coach R" situation, or a red flag. That's right, we need to speed up the improvement of the process. The job is to make the GPT chat capabilities appealing to the users, because right now... The easiest way to escape is to run away and work with, uh, in that section. Gin's stuff is way too much, and he's growing up.
It's rising very rapidly, so this is a signal. It's dangerous, as UNMAN states. Uh, the GBT chat user experience still needs improvement in several areas. And then there's the customization and adjustment workflow. It has to match the requirements of the... Each person's usage varies in speed and comfort.
They are stable and capable of answering questions. There's more variety than before now. Yes, there is competition because Google's Gemini created Noban, and now it's in version 3, and it works very well. The number of users... Monthly usage increased from 450 million in July to 650 million monthly in October, which is a huge increase.
However, Open AI is still facing pressure from competitors. Okay, so anti-fans are also popular. The competition is increasing rapidly. The competition in the AI service provider market is extremely fierce right now. Okay, let's look at another news item related to Open AI. I'll share it with you.
Listen, everyone. This is about someone's sadness, you know. Let's take a look at this for a bit. Okay, let's look at this news. This person is the president of SoftBank. There are also people involved with Open AI, because in the past... There were rumors that she was going to invest in Open AI and sell her Nvidia shares at that time.
This person is Maya Soshizan. Masayoshi-san is the godfather of Bang. Yes, we did sell our Nvidia shares earlier, for $5.83 billion. He admitted it at the conference. In Tokyo, Japan, they are saying that the decision to sell Nvidia for $5.83 billion was a painful one. It hurts so much that he's almost in tears.
Okay, so I pressed the buy button... I mean, I pressed the button... Okay, so I cried because, in reality... I do n't want to sell it, but I've already made a promise to Open AI and to Sam Artman to get a huge amount of money. I'm going to invest in order to create growth. Regarding the future of Open AI, this is...
They said the money came from selling Nvidia, not from that sale. Take it and keep it, but it will be an all-in investment. It means a complete all-in investment in Open AI and the Data Center State project instead. And, uh, they... They say they believe that one day, Open AI will become "The Next King Sun," meaning it will be like the son of the sun.
The new person will become part of the company... It's the most valuable company in the world, or rather, the most variable company. And it's going against the trend, the bubble, because while others are worried about the AI bubble, Masayoshi just said it simply: Well, it can still be improved; it's not yet...
He's smart enough, and he believes that in the long term, AI and robots will contribute up to 10% to the world's GDP. That's Masayoshi's opinion. Okay, so we're looking into investing in this, and Open AI will be transformative. The world will be at its peak one day, you know. Today, we... So, let's summarize it here.
Well, in terms of investing, uh, those who take risks... Yes, we still have some from Masayoshi-san. They've invested massive amounts of money in Open AI, but Open AI is warning the Red FAs within the organization that their main competitor, Google, is making significant advancements. Well, we'll have to wait and see in the long run, because...
If this investment doesn't succeed, SoftBank will be affected, and, uh, there are many more things that need to be done regarding Open AI. Yes, in order to rise to power and become the next King Sun, like, uh, uh... So, that person is hoping for that, right? Let's see... How will this story end? Let me summarize today...
Hey guys, here's a quick update: Bitcoin's price has surged, and Strategy Ink stock is up too. Yes, but regarding investment in Open AI, we need to motivate our internal staff right now. Yes, please bring out your abilities in order to... It's important to create competitiveness, and SoftBank's new investment, going all- in into open AI, is starting to carry risks.
It's getting worse if Open AI still can't become a leader compared to Google, which produced Gin and is very popular. Let's look at that further. In the long term, please remember to like, share, and subscribe to the Investropia channel. See you again in the next video. Goodbye!
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