Category: Next-gen Insight
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● China’s Capital Invasion-Korean Market Grab [1] Current Status of Chinese Capital’s Concentration in the Korean Market: Focus on Manufacturing and AI Investment Strategies [1] Concentration of Real Estate Investment in the Korean Capital Area In the last two years, as Chinese investors have begun to enter the Korean market in earnest, 90% of total…
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● BlackRock’s IBIT – Bitcoin Titan Explodes, Eyes Satoshi’s Stash BlackRock IBIT ETF: Analysis of Soaring Bitcoin Holdings and Future Investment Outlook 1. ETF Growth Background and Key Achievements Recently, BlackRock’s spot Bitcoin ETF ‘IBIT’ has surpassed 700,000 BTC in holdings. This figure accounts for approximately 62% of the 1.12 million BTC held by Satoshi…
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● GPT-5 Hype, Disappointment, Cost-Cutting. The Real Reason Behind the Launch of GPT-5: Technical Innovation, Cost Reduction, and a New Turning Point in Investment Strategies 1. Background and Initial Expectations for GPT-5 Before GPT-5 was released, many people had soaring reactions, expecting the arrival of AGI.OpenAI introduced GPT-5 with a “desta” image, maximizing expectations for…
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● Tesla’s-Robotaxi-Revolution Tesla’s Acquisition of Robotaxi License: A New Chapter in Economic Transformation and Technological Innovation 1. End of Project Dojo and Strategy to Integrate AI Chips Tesla’s recent decision to completely terminate Project Dojo and concentrate all AI resources on the AI5 and AI6 chip series is expected to have a significant impact on…
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● **Toast’s Fee Frenzy – Diners Footing the Bill** The Secret of Toast: The Card Payment Revolution Dominating the U.S. Restaurant Market 1. Card Payment Fee Shifting Mechanism Analyze how the 3% card processing fee appearing during payments at U.S. restaurants is directly deducted from the customer’s wallet.The structure, where an additional fee of over…
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● Tesla’s SHOCK MOVE-DITCHES TSMC-REVS UP AI Tesla’s New Challenge: Samsung and Intel’s Strategy Beyond TSMC and the Ripple Effects of AI Innovation 1. Supply Chain Reorganization and Global Economic Outlook Tesla’s decision to choose Samsung and Intel as new partners instead of TSMC, its long-trusted supplier, is completely transforming the semiconductor supply chain landscape.…
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● Tesla’s AI-Fueled, Robo-Taxi Revolution Tesla Stock Surge? Economic Outlook for the AI Revolution, Self-Driving, and the Robotaxi Era 1. Tesla Stock Price Outlook and Elon Musk’s Confidence The background to Elon Musk’s statement, “Probably, yeah,” is rooted in Tesla’s future investment value and innovative developments in the autonomous driving market.With a hopeful scenario suggesting…
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● **US Stocks Tumble, Disney Dips, NFL Shakes Media, Buffett’s Berkshire Stumbles.** Pre-Market Sentiment and Economic Indicator Trends In the U.S. stock market, the service sector Purchasing Managers’ Index (PMI) came in at 50.1, falling short of expectations and raising concerns about a recession.Following the manufacturing contraction, the service sector slowdown has intensified price pressure…
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● Trump’s, Bigger Bill, Risks, Trade, Tensions Trump’s “Second Bill” and the ROK-U.S. Summit: Developments from Investment Strategies to Diplomacy and Security 1. Trump’s Proposal for a Second Bill and Its Implications Explains the possibility of President Trump presenting a second bill at the ROK-U.S. summit.This proposal is analyzed not merely as a diplomatic show,…
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● Tesla’s Robo-Taxi Revolution- 2,600 Target Tesla Stock Target $2,600 and Robotaxi Innovation: Unveiling the Fancar Patent to Future Mobility! 1. Tesla’s Innovative Fancar Patent and Technology Overview Tesla’s latest patent is a modern interpretation of the fancar technology from the 1970s Formula 1 era, adapted for the electric vehicle age.Multiple fans installed under the…