Category: Next-gen Insight
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● AI Profit Panic, Nvidia 275 Target Stands, CPI Jobs BOJ Shockwave, Power HBM Depreciation Trap Three Catalysts Likely to Move the “U.S. Equities + AI” Complex This Week: (1) The Real Implication of Maintaining a $275 NVIDIA Target (2) How November Jobs, CPI, and the BOJ Reshape “Rate-Cut Timing” (3) The AI Bubble Debate…
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● Oracle-Broadcom Shockwave Sparks Nasdaq Rout, AI Credit Crunch Panic, 2026 Breakout Ahead Oracle/Broadcom “Shock” Overstated? The Actual Drivers Behind the Nasdaq Selloff and the AI Battleground Through 2026 This report covers:1) Why the Oracle/Broadcom headlines were not, by themselves, a “crash signal,” and what the market actually repriced2) Why the Nasdaq weakened while the…
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● CPI Shock, Jobs Jolt, Tesla Whipsaw, AI Clampdown, Unsupervised FSD Gamble, Earnings Crossfire Key Variables That Could Materially Move Tesla Stock This Week (CPI, Employment, AI Regulation, Unsupervised FSD, Earnings) This report covers:1) How this week’s US CPI and employment data can affect Tesla’s valuation, organized by scenario.2) Why Tesla can exhibit outsized moves…
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● Oracle Broadcom Shock AI Bubble Payback Cashflow Crunch Why the Oracle and Broadcom “Shock” Matters: Not Earnings, but a Shift in How the AI Bubble Is Being Paid For This note argues that the “Oracle and Broadcom shock” is not merely an overreaction.The core issue is not that the AI cycle has ended.The more…
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● 200 trillion-won windfall, pension time-bomb, 2055 wipeout looming Why “KRW 200 Trillion Earned” Is Not the Core Issue: Key Variables That Could Accelerate the 2055 Depletion Scenario This report covers:1) Why the “KRW 200 trillion investment profit” headline can be misleading, and a structural recalculation using cash-flow logic2) Who is most adversely affected by…
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● Korea Housing Fails, Won Wobbles, Capital Flight Panic Unable to Tame Seoul Home Prices, and the Won’s Value Is Shaking Too…Why “Account Emigration” Is Even Scarier in Korea Right Now Today’s post properly includes exactly three things.First, why real-estate policy failed to crush market expectations even while shouting “a sweeping overhaul” (the process where…
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Koreas 150T War Chest Sparks Samsung HBM4 Blitz, Chinas 1T Surplus Shock, LG Qualcomm In Car AI Bomb
● Korea 150T Growth War Chest – Samsung HBM4 Blitz – China 1T Surplus Shock – LG Qualcomm On Device Car AI Bomb From the Government’s KRW 150 Trillion ‘National Growth Fund’ to LG–Qualcomm ‘On-Device In-Vehicle AI’… Three Key Issues Reshaping the Global Economy & AI Landscape Right Now This article contains three major parts.First,…
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● Trump AI Order, Fed Rate Cut, Tesla Unleashed Trump’s AI Executive Order + a Fed Rate Cut Hit at the Same Time: Why the “Rules That Held Tesla Back” and the “Valuation Framework for Growth Stocks” Are Shifting Together In today’s post, I’ll summarize in a news format: ① the core of Trump’s AI…
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● Broadcom Shock, AI Bubble Alarm, Demand Doubts, Guidance Gap, Timing Slip Broadcom (-10%) Shock: Is This Really a Signal of an “AI Bubble Bursting”? The Key Isn’t ‘Earnings’—It’s ‘Orders, Timing, and Guidance’ Today, I’ll clearly整理 just three things.1) Why Broadcom fell as much as 10% even though it beat earnings (not the numbers, but…
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● Rivian Self-Driving Price-Cut Backfires, Lidar Cost-Bomb Sparks Selloff, Tesla FSD Insurance Edge Surges A one-stop breakdown of how Tesla FSD ‘really’ lowers insurance premiums, the trap behind Rivian’s half-price autonomy, and why LiDAR is ultimately disadvantaged This article includes content like this.“Why Rivian said it would sell FSD at half price, yet the stock…
