Category: Next-gen Insight
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● LG Chem Silent Layoff Shockwave, Petrochem Slump Spills Into Battery Materials LG Chem Expands “Voluntary Retirement for Those 55 and Older”—Why This Isn’t Just Simple Cost-Cutting but a Signal of “Business Portfolio Reshuffling” (Spreading from Petrochemicals to Advanced Materials) This article includes the following key points. – Why LG Chem’s voluntary retirement is being…
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● Autonomy War, LiDAR Safety vs Camera Data Monopoly, SpaceX Sparks Orbital Goldrush Rivian “Autonomy Day” Complete Summary: A Split Between Lidar vs. Camera, The Economics of Scaling, and Investment Focal Points Core Points of Today’s Article This article summarizes Rivian’s dedicated autonomous driving chip and “lidar+map” strategy, showing price and roadmap at a glance.It…
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● Oracle Shock Triggers AI Panic, Capex Collapse Looms After the Oracle Shock, an AI Bubble? 5 “Real Signals” to Watch Right Now and the Reality of Space Data Centers Today’s article covers 1) whether Oracle’s earnings shock signals the collapse of the AI bubble, 2) how to interpret the CDS surge in numbers, 3)…
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● Currency Shock, Youth Job Apocalypse, AI Destroys Career Ladder The Most Dangerous Fault Line of High Exchange Rates: The Double Shock of Youth Employment Collapse and AI Acceleration Key Points to Check Out in Today’s Article The persistence of high exchange rates is leading to an investment slowdown → employment reduction → a sharp…
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● Tesla Goes Driverless in 3 Weeks, Fed Backstop Ignites Wild Moonshot Musk Announces 3-Week Countdown for “Unsupervised” Driving, Fed Rate Cut, Trump’s Federal AI Regulation, and a One-Line Look at the 2026 World Cup This article includes 1) the Fed’s rate cut and liquidity signals, 2) a three‐week countdown for Austin’s unsupervised robotaxi, 3)…
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● Liquidity Cliff, AI Inflation Shock December FOMC Watch Points and Powell Press Conference Checklist: The Signals that the Dot Plot, QT Inflexion, and AI Power Demand Give to Inflation and Interest Rates. Today’s article contains three things.How to read the dot plot and statement wording in 3 minutes.Ten sentences in Powell’s press conference that…
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● Trump Tax Boost Sparks Consumer Frenzy, AI Hype Collapses Trump’s Core Line “Main Street All-in” Signal, Is It the Timing for 2026 Market Leaders to Shift from AI to Consumer and Economic Recovery Stocks? This article encapsulates the 2026 US economic recovery roadmap, stock market leading rotation points, beneficiary stocks in the consumer, travel,…
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● Tesla’s FSD Nears Driverless Breakthrough, Robocabs Imminent Tesla FSD “Unsupervised” Threshold Near? Robo-Taxi Pilot Within 3 Weeks, Suggesting Federal Regulatory Unification, and Starlink Patent All in One The content below covers the unsupervised autonomous driving imminent signal confirmed by Wall Street data, the movement toward federal-level regulatory unification with its economic and interest rate…
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● Tariff Twist, Nvidia 25 percent Export Tax, AI Glass War Ignite Tech Shock Today’s Checkpoint: Outline of Google’s AI Glasses Launch in 2026, Trump’s ‘Selective Tariff Reduction’ Signal, Nvidia’s Resealing of Export to China for Premium GPUs with a 25% Export Tax, Apple’s ‘AI Bubble Safe Haven’ Logic on the Rise, and a Wait-and-See…
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● AI Price Bloodbath, BAI Gold Rush Oracle·Broadcom Earnings Big Event Week: From the ‘Peak-Out’ Signal of AI Investment Controversy, to Software Counteroffensive and the 2026 BAI (Non-Technology Beneficiary) Scenario, All Summarized at Once This article neatly encapsulates Oracle’s credit risk ‘peak-out’ signal that could trigger a stock rebound, Broadcom’s AI networking momentum, Salesforce and…
