1. Reflections on Reaching 100 Posts

Reaching 100 posts, I wanted to summarize what I've learned while running this blog.
Over the weekend, I reread the posts I had written so far, reflecting on the many thoughts and efforts I had put in.

– "The More You Write, the Clearer It Becomes"

The process of writing became an opportunity to explore and organize new ideas.
I continued writing as if exploring an unknown world rather than being on a stage.

2. Investment Strategy Analysis

I have summarized the investment strategies that I have mainly covered while running the blog.

– First: Studying the Global Market Situation

I have continuously conducted economic and industrial analysis of the United States and China.
China is rapidly achieving results in manufacturing and the AI industry, intensifying competition with the United States.
Exploring Hangzhou AI Companies
- In addition to DeepSeek, several AI, robotics, gaming, and neuroscience companies are rapidly growing.
- YuRi Robotics: Developing more realistic robots
- Next-generation gaming companies: Implementing high-quality graphics
The United States will not stand idly by as China grows and will focus on investing in the AI and software industries.
Investment Opportunities:
In hardware, companies like NVIDIA are promising, and in software, Palantir.

– Second: Stablecoin and Cryptocurrency Outlook

Stablecoins are one of the key factors in extending the dollar's dominance for 30 years.
Federal Reserve Governor Christopher Waller mentioned stablecoins as a key strategy for maintaining the reserve currency status.
Dogecoin and Market Correlation
- Elon Musk mentioned the role of Dogecoin in relation to long-term Treasury yields.
Investment Opportunities:
- Companies and blockchain-related industries that can benefit from the growth of stablecoins.

– Third: Investment Opportunities in the Domestic Market

High returns achieved in defense, shipbuilding, export, and entertainment-related companies.
Growth potential remains high for AI semiconductor and biotech companies.
Selected 12 investment stocks in preparation for 2025, and have recorded an average return of 7.4% to date.
Additional seminars and lectures will continue to provide market analysis and investment information.

< Summary >

Reviewed past investment strategies on the occasion of the 100th blog post.
Analyzed the economic hegemony competition between the United States and China and judged the AI and software industries as important investment opportunities.
Studied the impact of stablecoins and Dogecoin on maintaining dollar dominance and interest rates.
In the domestic market, defense, shipbuilding, export, entertainment, AI semiconductor, and biotech-related companies are promising.
We plan to continue sharing investment strategies through continuous market analysis in the future.

[More…]

US-China Economic War: 2024 Latest Analysis
https://nextgeninsight.net/?s=%EB%AF%B8%EC%A4%91%EC%A0%84%EC%9F%81
AI Semiconductor Investment Strategy – Technology Stocks You'll Regret Missing
https://nextgeninsight.net/?s=AI%EB%B0%98%EB%8F%84%EC%B2%B4

*YouTube Source: [이효석아카데미]

– 2025 투자 전략서! 탑픽 종목 수익률 지금 바로 공개합니다!

2025 Innovative Technologies: AI-Driven Growth and Investment Opportunities

1. Innovative Technology Sectors in 2025

AI Software
Robotics
Energy Storage
Blockchain
Genomics and Bio

With the rapid advancement of AI, these five technology sectors are converging, accelerating growth, and significantly increasing investment opportunities.

2. The Pace of AI Advancement and the Chessboard Theory

Exponential increase in AI performance
The AI market is projected to grow to 9 times the global GDP by 2030
Growth from 2027 to 2030 will be much faster than previous technological advancements

Like compound interest, AI technology is advancing exponentially, heralding massive changes across the economy and society.

3. Economic Impact of AI

Potential for AI innovation to increase economic growth by up to 7.32%
AI investments could lead to high growth for companies like Tesla, Palantir, and AI-based biopharmaceutical development companies

AI technology is being adopted rapidly enough to surpass traditional economic growth models, and investment opportunities are changing accordingly.

4. Promising Investment Areas in 2025

1) AI Healthcare and Drug Development

AI reduces drug development costs by more than 200 times
Potential for gene analysis costs to decrease from $1.4 million to less than $1
Investment opportunities in AI-based drug development companies (Recursion, Tempus AI, etc.)

2) Autonomous Driving and Robotaxis

Tesla, Waymo, etc. are dominating the exclusive autonomous driving market
Robotaxis commercialized starting in 2025
Anticipated spread of over 50 million autonomous vehicles by 2030

3) AI Software

AI evolves from supporting existing coding to autonomous development stages
Palantir leads the AI data analysis market
AI-related software companies are expected to experience long-term high growth

5. Investment Strategy

Focus investments on AI-based innovative companies (Tesla, Palantir, etc.)
Pay attention to AI medical technology and drug development companies
Long-term investment in preparation for the opening of the robotaxi market

Summary

As AI technology progresses into 2025, it is shifting from hardware to software-centric. Sectors such as AI, robotics, drug development, and blockchain are expected to experience significant growth, with Tesla, Palantir, and AI-based drug development companies emerging as key investment destinations. The pace of AI development is accelerating exponentially, increasing the potential to surpass existing economic growth models.

[More…]

AI-Based Drug Development Innovation → AI Drug
Tesla Autonomous Robotaxi Outlook → Tesla Robotaxi

*YouTube Source: [소수몽키]

– AI진화속도가 폭발적으로 빨라진다? 혁신주 투자 대가가 찍어준 3가지 주식들

How to Get Rich: Learn Instead of Envying

1. Attitude Towards Successful Rich People

It is common to envy and be jealous of rich people.
However, such feelings do not help my development.
Instead, we need to analyze "How did they become rich?"
It is important to learn how they seized opportunities and what preparations they made.

2. Recent Stock Market Trends and Soaring of Hanwha Group

Predicted a rise in the Korean stock market in January and went into the sea, then rose 100 points.
Hanwha Group-related stocks have risen sharply:
- Hanwha Ocean: More than doubled from the 30,000 won range, market capitalization of 24 trillion won
- Hanwha Engine: 50% increase in two months
- Hanwha Aerospace: 70% increase compared to the beginning of the year, market capitalization of 23 trillion won
- Hanwha Systems: 40% increase in one week
- Hanwha Vision: 70% increase compared to early February
- When affiliates rise, the holding company also rises. Hanwha Corporation also rose 40%

3. Reasons for Stock Price Increase

① Solid Skills of Affiliates

Stock prices rise when the business is doing well.
Good performance in core industries such as defense and shipbuilding is important.

② Strategy to Attract Public Attention

Active equity transfer and M&A
Secured 300 billion won after selling shares of Hanwha Energy → Hanwha Impact → Hanwha Ocean
The entire group is attracting attention as star companies emerge

③ Different Perspectives and Approaches

When US stocks were popular, everyone only looked at the US.
However, there were plenty of opportunities in the Korean market as well.
Successful people look for new opportunities instead of where others are looking.

4. Hanwha Group's Affiliate Reorganization and Management Strategy

Hanwha Group is undergoing equity reorganization for management succession.
A strategy to balance brothers in the succession process is important.
If imbalances occur in the group's governance structure, conflicts can escalate.

5. How Do the Rich Seize Opportunities?

① Skill

You must maintain a solid business structure to be able to seize opportunities when they arise.
Hanwha's defense and shipbuilding industries are recognized worldwide.

② Luck is Also Important

Hanwha Group was forced to acquire the shipbuilding industry (?), but hit the jackpot due to increased overseas orders.
As the US eased regulations on domestic shipbuilding monopolies, Hanwha Ocean benefited.

③ Long-Term Perspective

The market situation was the worst when Hanwha Ocean was acquired in 2022.
However, it was acquired with a long-term perspective and is currently realizing huge profits.

6. Conclusion: Learn and Become Rich

Don't envy rich people, learn from them.
Successful people build skills and prepare to seize opportunities when they come.
In the stock market, analyze the reasons why certain companies are soaring and learn lessons.
If you apply what you have learned to your investment or business, opportunities will come.

It is important to learn from the rich rather than envy them.
Recently, Hanwha Group affiliates have risen significantly in the Korean stock market, which is the result of a combination of skills, luck, and strategy.
Hanwha is growing corporate value through strong defense and shipbuilding industries and management succession strategies, and a long-term perspective and thorough preparation are key to success.
In conclusion, the way to become rich is to learn from the rich and seize your own opportunities.