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Why Is IBM's Preliminary Report a Buy Signal for Al Beneficiaries?
Investment Thesis The nearly 25% plunge in International Business Machines (IBM) stock came as a sudden technology company; they also signal, once again, confirmation of a tectonic shift as consumers transition from
blog.naver.com · 2026.08.12
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미일 엔화 개입 증시 장기 위험 노출 이재명 ‘대미투자 지연 부채경제’ 압박
Long-term Stock Market Risks from US-Japan Yen Intervention; Lee Jae-myung Pressures on ‘Delayed Investment
blog.naver.com · 2026.08.07
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VBH LOGISTICS
IF I GET INVESTMENT MONEY I COULD USE IT IN SHIPPING FEE SUCH AS EMS, AIRPLANE. IT COULD TAKE 2 MONTHS TO REACH UK ❤️ FROM SOUTH KOREA BY SHIP.
blog.naver.com · 2026.07.03
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AI: Crisis of US Absolute Dominance, China’s ‘Short-term’ Kim Yong-bum’s ‘Robust Long-term Demand'
Absolute Dominance, China’s ‘Short-term Strategy,’ Kim Yong-bum’s ‘Robust Long-term Demand’ AI investment has shifted from a strategy of absolute US dominance to a survival strategy of "getting bigger to win
blog.naver.com · 2026.07.31
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미지급용지 보상금(5조 원 이상) 외면하고 민생지원금이 우선이었던 이재명 정권, 여전히 외면한다 ＜그래도 우리가 먼저 투명해져야...＞
본인은 부동산 매도를 근저당 포함시켜서 하는 "갭투자" 꼼수 중의 하나를 저질렀거든요 Lee Jae-myung himself committed one of the "gap investment 정책을 노골적으로 펼쳐댑니다 At the same time, they blatantly implement real estate policies aimed at moving away from
blog.naver.com · 2026.07.24
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US High-Cost AI vs. China Low-Cost: Lee Jae-myung Abandons AI, Reviving Jensen Huang’s GPU
China Low-Cost Labor Investment: Lee Jae-myung Abandons AI to ‘Provide Demand for 50 Million Citizens China expanded its market share with low-cost options, President Lee Jae-myung made a sudden shift from
blog.naver.com · 2026.07.25
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Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade
More from Yahoo Scout How does SK Hynix's IPO compare to other major IPOs? How has SK Hynix benefited from AI demand? What are SK Hynix's major investment plans?
blog.naver.com · 2026.07.06
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벤 칼슨이 전하는 시대를 초월한 투자 교훈
이 글은 Bob Pisani의 "Timeless investment lessons from Ben Carlson"을 번역해 옮긴 것으로, 벤 칼슨이 쓴 책 의 핵심 내용을 요약한 것으로
blog.naver.com · 2026.07.08
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Goldman Sachs, PIMCO, Morningstar - AI 트레이드의 병목은 수요가 아니라 자금조달
bond issuance tsunami triggered by the artificial intelligence arms race is pushing the global investment-grade warning, publicly acknowledging for the first time that the market is suffering severe indigestion from
blog.naver.com · 2026.07.14
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Oracle’s ‘Junk Bond’ Contagion Spreads Due to Bond Exposure from AI Borrowed Money
Oracle’s ‘Junk Bond’ Contagion Spreads Due to Bond Exposure from AI Borrowed Money Tech giant Oracle has seen its bond credit rating drop to near-junk status due to massive AI investment spending, and this
blog.naver.com · 2026.07.19
