The Great Shift of Assets with AI: Changes in Wealth Flow between the 1970s and 1990s Generations

The Reality of the 1970s Generation

It is observed that the 1970s generation is exiting their primary career positions.
They are facing difficulties in re-employment due to restructuring and voluntary retirement, and self-employment is facing significant challenges due to the domestic economic downturn.
As labor income and business income become difficult, the importance of asset income is being emphasized.
The 1990s generation is rapidly accumulating wealth by successfully investing using the latest technologies like AI.

Keys to Success for the 1990s Generation

In-depth understanding and proactive investment in AI and technology industries.
Generating large profits through investments in global tech stocks like NVIDIA, Tesla, and Palantir.
Diversifying asset portfolios with digital assets combined with cryptocurrencies.

AI: The New Center of Wealth

Popularization of AI and the Deepseek Shock

AI technology has become mainstream following the Deepseek incident.
As AI technology is being applied on a large scale, cost efficiency is being strengthened among companies.
With the increase in AI-utilized businesses, a trend is emerging where the AI application market is replacing the AI development market.

Expansion of AI Utilization

Expansion of AI usage cases such as Tesla's autonomous driving technology, Robin AI marketing, and Palantir's data analysis solutions.
The development of services, AI software, and hardware that increase business efficiency is being activated.
There is a high likelihood that companies utilizing AI will become the mainstays of industrial development in the future.

Investment Alternatives: Read the Changes in the Ecosystem

AI Technology Companies vs. AI Utilizing Companies

Initially, AI technology development companies like NVIDIA were highlighted, but now companies like Meta and Google that utilize AI are gaining attention.
Platform companies that provide AI services are also under pressure to improve efficiency and quality due to intensifying competition.

Promising Industries

Advertising platforms: Meta, Google, etc. are maximizing profits efficiently using AI.
Payment and Finance: Introducing AI-based optimized technologies to analyze consumer patterns.
Automotive: The possibility of the spread of autonomous driving technology centered around Tesla.

Conclusion: Alternatives and Action Strategies for the 1970s Generation

Expand Investment: Invest in global tech stocks, especially AI-utilizing companies, from a long-term perspective.
Utilize Productivity Improvement Technologies: Introduce AI-based solutions for asset management.
Update Knowledge: Continuously learn about future industry trends centered on digital and AI.
Portfolio Composition: Actively explore new investment vehicles such as stocks, cryptocurrencies, and funds.

< Summary >

The 1970s generation needs to seek new wealth opportunities through asset income and AI-utilized investments in a rapidly changing social structure. Since the Deepseek incident, AI is shifting from a development-centric focus to a popularization and utilization focus. Companies like Meta and Google are gaining attention as investment alternatives, and attention should be paid to the changes in the ecosystem of AI companies.

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Analysis of the U.S. Stock Market and Current Key Issues

1. U.S. Tariff Policy and Market Movements

(1) Triggering of Trade Wars and Major Announcements

The U.S. has intensified its tariff policies, increasing trade pressure on Mexico, Canada, China, etc. This has led to increased global trade uncertainty and market declines.

However, the market has stabilized again with news that the imposition of major tariffs on Mexico has been delayed for a month.

President Trump is using tariffs as a negotiating tool, which has a significant impact on industrial processes.

(2) Negotiations with Mexico

Mexico has announced plans to strengthen its military force (National Guard) to block the smuggling of fentanyl into the U.S.

This shows that Trump's tariff policy functions not just as pressure but as a tool to induce dialogue and results.

Meanwhile, Canada has also declared retaliatory tariffs, escalating tensions.

(3) Summary of Market Reactions

The Nasdaq index has decreased its rate of decline due to the Mexican moratorium.
On the other hand, stocks of companies like Tesla are declining due to concerns about increased component import costs.

2. Cases of Specific Stock Rebounds: Palantir and NVIDIA

(1) Palantir

Recent Performance: The stock surged 19% after exceeding market expectations in its earnings announcement.
Success Factors: Enhanced AI-based technology and ties with the Department of Defense.
Future Outlook: High growth rate at the center of the AI revolution. Continuous investment appeal, including new ETF inflows.

It is evaluated as a company with high growth potential in the long term, despite significant price fluctuations.

(2) NVIDIA

Volatility Factors: AI model development costs and uncertainty of Trump's tariff policy.
Current Stock Trends: Despite short-term declines, long-term growth potential due to the strength of the AI and data center businesses.

Additionally, NVIDIA has the potential for a performance-based rebound.

3. Trends in Cryptocurrency and Bitcoin

(1) Bitcoin Decline and Rebound

Recent Volatility: Bitcoin prices briefly fell below $100,000 in the short term but immediately rebounded.
Main Background: Policy easing issues such as the tariff imposition moratorium.

Although still showing high volatility, it is recognized as an asset with high investment value in the long term.

4. Comparing Current Situations Through Past Cases

(1) 2018 Tariff Cases of the Trump Administration

Tariffs were imposed on steel, aluminum, and Chinese products from January to December.
The market fell immediately after the tariff sanctions, but recovered and reached new highs through negotiations and agreements.

The current situation in 2023 could proceed similarly, with a short-term decline followed by a medium-to-long-term rebound expected.

< Summary >

The announcement and moratorium of U.S. tariff policies, along with retaliatory tariffs from Mexico and Canada, have increased market uncertainty in the short term. However, the results of major negotiations have a positive impact on the stock market, showing signs of recovery.

AI-centric stocks like Palantir are increasing their investment appeal, while NVIDIA and Bitcoin maintain long-term growth potential despite volatility.

Referring to past cases, market declines due to tariffs are temporary, with a possibility of gradual stabilization and a return to an uptrend.

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