A New Turning Point for Human Civilization: What is True Victory?

1. Not Just a Simple Victory, but a "Decisive Moment"

The world is overflowing with numerous outcomes and choices.
However, this event must be evaluated as a 'decisive moment' that transcends a simple victory. It defines a path that will remain in history, and can be seen as having reset the direction of human civilization.
It is necessary to emphasize that the commitment and effort of all participants were at the center of this change.

2. Gratitude for the Future: Our Role and Contribution

As a result of your choices and actions, the future of civilization has been secured.
Through this, we have established the basic foundations of society, such as "safe cities, robust borders, and rational spending."
This is important not simply for personal satisfaction, but because it forms the foundation for society as a whole.

3. A Vision in Space: "Doge to Mars"

Dreams provide inspiration and hope.
The moment an American astronaut plants a flag on another planet will be a remarkable inspiration shared by all of humanity.
The challenge for our future goes beyond merely solving problems. In other words, by engaging in activities that "plant humanity's flag further afield", we must make sure that we can all have something to look forward to every day.

4. Talking About the Future, Beyond Problem Solving

There are many problems in life, but solving problems alone is not enough.
Through new challenges, we need to have "expectations for a new future."
Society must continue to set meaningful goals so that people can wake up each morning looking forward to a better world.

5. Positivity and Optimism: America's Most Important Values

Our challenging attitude to "make the future better" is one of the most special American values.
The coming era will represent a golden age, and will give everyone something to look forward to.

Maintaining such positive thinking and action in challenging environments is the key to securing our bright future.

< Summary >
This event signifies a new turning point beyond a simple victory, and instills hope for the future. "Safe cities, rational policies, and positive social change" are the results of our actions and choices. Let's maintain optimism even amidst new challenges and continue to change the world for the better.

Crafted by Billy Yang
[Related articles at Next-Korea.com]
- Methodology for Building Safe Cities
- The Optimism Bible for the Future Era

*YouTube Source: [허니잼의 테슬라와 일론]

– 트럼프 취임식 일론 머스크 연설, 최고의 감동이 보장되어 있습니다.

2025 US and Japan AI Semiconductor Software Outlook and Investment Strategy

1. Current Global Market Status

In 2025, the US and Japan are still expected to play a significant role in the global economy.
The US stock market is rebounding, up about 2% year-to-date, and positive investor sentiment towards the Japanese stock market is also increasing.
On the other hand, there is a noticeable decline in investment sentiment towards China.

2. US Stock Market: Pessimism and Opportunity

As pessimistic market views increase, the potential for further gains is rising.
Historically, when pessimism dominates at 40% or more, there have been statistics showing an average increase of 4.3% after 3 months, 7.1% after 6 months, and 14.2% after 1 year.
Approximately $9.75 trillion is waiting as liquidity in the MMF market, and the possibility of this capital flowing into the stock market is also considered a factor for growth.

3. US Economy and Interest Rate Outlook

It is analyzed that interest rates are likely to stabilize at around 4.25%.
The US economic growth rate is exceeding 3%, and the rate of corporate profit growth remains high.
With the improvement in loan growth rates, it is analyzed that the fundamentals of the US economy are solid.

4. Trump's Influence and Global Investment Strategy

Since Trump's election, cutting-edge technology sectors such as AI, semiconductors, and software have gained more attention.
Growth is expected in specific industries such as AI robots, energy, aerospace, and defense.
In particular, investment in US high-tech industries is considered the most important strategy.

5. AI and Big Tech Stock Investments

Major AI-related tech stocks (Magnificent Seven) are steadily generating profits and are likely to be key investment stocks in the first half of this year.
Among big tech stocks, Nvidia, Broadcom, and Tesla are gaining attention.
AI hardware and software, especially the semiconductor sector, can expect a strong rebound in the first half of this year.

6. Changes in the Global Economic Map and Adjustment of Investment Weights

We suggest an investment strategy focused on developed countries, maintaining portfolio weights of 75% in the US and 5% in Japan.
In emerging markets, Taiwan, India, Vietnam, and South Korea are evaluated as attractive, and caution is advised for investments in China.

7. Alternative Assets like Gold and Bitcoin

The main reason for the rise in gold prices is the intervention of the Chinese central bank in the market.
Bitcoin is a major candidate for an alternative asset, with increasing interest since Trump's election.

8. Expected Major Achievements in 2025

Cutting-edge technologies, including AI, semiconductors, and software, remain attractive investment targets.
AI hardware, semiconductors, and software are evaluated as essential investment sectors in the first and second halves of the year, respectively, and the upward trend of big tech stocks is expected to continue throughout the year.
The increase in energy prices is a positive sign for US energy companies.

< Summary >

In 2025, the US and Japanese stock markets are likely to show strong performance, with growth sectors such as AI, semiconductors, and software emerging as key investment targets.

The US economy is experiencing solid fundamentals based on loan growth rates, corporate profit growth, and interest rate stabilization, and the election of Trump is also increasing the growth potential of high-tech fields such as AI and energy, as well as the defense sector.

Investments in China should be approached with caution, and in emerging market investments, it is wise to focus on Taiwan, India, Vietnam, and South Korea.

Interest in gold and Bitcoin as alternative assets is increasing, and in 2025, it is expected that the dependence on big tech stocks and semiconductors will increase.