Category: Next-gen Insight
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● Security Big Bang- Economic Quake Geopolitical Instability, Increased Defense Spending, and the Reality of a ‘Security Big Bang’ Shaking the Korean Economy US-Russia Summit and the Difficulties in Ending the War Discussions to end the war took place ahead of the US-Russia summit, but an agreement remains difficult due to the position of Ukraine,…
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● Institutional Tesla Stake Surge – Bullish Bet on Future or Risky Gamble**Tesla Institutions ALL IN – Risky or Genius** Global Institutions’ Significant Expansion of Tesla’s Stake: Strategies and Future Prospects Hidden Behind Timing and Context of Institutional Buying Activities The fact that major institutions such as Deutsche Bank, Vanguard, and the National Pension Service…
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● Nvidia Tax Shock, Ethereum’s Moonshot, AI Earnings Boom Latest Global Economic Issues and Future Strategies – From Stock Investments to Digital Assets and AI Innovation 1. A Turning Point in Nvidia’s Export Tax and Tariff Policies The U.S. government is attempting a new model by imposing a 15% export tax on Nvidia.Unlike the tariff…
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● Fed’s Civil War-Inflation, Employment Double Shock-Rate Cut Chaos Fed Division and Double Shock: Interest Rate Cut Debate and the Issue of Loyalty 1. Fed Internal Division and Review of Next Chairman Recently, division has deepened in the decision-making process of the Fed committee. The current internal strife is becoming more apparent along with the…
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● Musk’s AI WAR- Tesla vs. Apple Elon Musk’s Declaration of AI War and Analysis of the Hidden Aspects of Tesla and Apple Conflicts 1. Elon Musk’s Declaration of Antitrust Lawsuit Against Apple The news that Elon Musk is threatening an antitrust lawsuit against Apple, shaking the AI market, is circulating. This announcement goes beyond…
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● Harvard’s Crypto Gamble Influx of Big Investors’ Funds and Diverse Investment Prospects in US Stocks, Cryptocurrency, and ETFs 1. University Endowments and Harvard’s Investment Strategy With university endowment funds managing tens to hundreds of trillions of dollars, Harvard University’s focus on investing in Bitcoin and gold this quarter goes beyond mere attention and could…
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● SpaceX 2B xAI Bomb – Global Economy Jolted Elon Musk’s SpaceX Invests $2 Billion in xAI, Sending Ripples Through the Global Economic Landscape Investment Background and Timeline Summary The investment news is one of the key recent headlines related to the global economic outlook.Let’s examine the background behind SpaceX’s decision to invest $2 billion…
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● Tesla’s Robotaxi Revolution-Disruption Imminent Tesla Robotaxi Innovation: September, Key News Roundup to Transform Autonomous Driving and the Market Landscape 1. Full Opening of Tesla Robotaxi and Advancement of Autonomous Driving Technology Tesla will fully open its robotaxi service to the public without invitation starting in September.This signifies a complete service transition from the existing…
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● AI-Fueled Frenzy- Not Dot-Com Doom <h4>Dot-Com Bubble vs. 2025: Development of Key Events Related to Interest Rates, Technological Setbacks, and Artificial Intelligence Investment</h4><h3>1. Changes in Interest Rates and Economic Cycles</h3>The most noticeable difference from a global economic and investment perspective is interest rate policy.During the dot-com bubble, the Fed cut interest rates due to…
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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…