Category: Today’s Brief
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● Biotech-Investment-10x-Returns How to Achieve 10x Returns in Biotech Investments: A 5-Year High-Growth Portfolio Strategy Bio Market Bubble? Key Insights into New Drug Development and Smart Portfolio Construction for 10x Growth 1. Is the Biotech Market a Bubble? Exploring Downside Rigidity and Upside Potential The biotech industry is inherently susceptible to bubbles. However, it…
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● **Robot Race – Core Tech** Mass Production and the Future of Humanoid Robots: Key Issues in the Global Economic Outlook Technological Innovation and R&D Phase As Elon Musk mentioned, the initial focus is on humanoid robot R&D, such as Optimus. A strategy is being established to gradually expand production scale from years of…
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● **Economy in Shambles** Analyzing the Impact of Deep Seek and Generative AI on the Overall Economy [1] The Essence of Generative AI and the Controversy Over Deep Seek Overestimation It should not be forgotten that generative AI is simply the result of distilling specific data. The intention is not to overestimate Deep Seek.…
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## OpenAI Launches Latest AI Model ‘o1-Pro’: Performance Improvements and Price Controversy 1. Key Features of OpenAI's 'o1-Pro' Model OpenAI recently introduced the 'o1-Pro,' an AI inference model for developers. This model aims to provide more in-depth answers to complex problems by using more computation than the existing 'o1.' OpenAI explains that the increased computation…
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● China’s Robot Army – Threat? China’s Humanoid Robot Development Strategy and Future Trends [Past] Government-Led Designation of Future Industries In November 2013, China selected humanoid robots as the primary core future industry designated by the state. The nation began to intensively support the robot industry, which combines advanced technologies such as AI, semiconductors,…
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#### Fed FOMC Freezes Key Interest Rate, New York Stock Market Bitcoin “Powell’s Press Conference Dot Plot Cheers” Major Trends and Interest Rate Status in International Financial Markets The recent decision by the U.S. Federal Reserve (Fed) to freeze the key interest rate has garnered significant attention in the financial markets. The Fed decided to…
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#### Elon Musk Partners with Microsoft on a $30 Billion Data Center Project Project Overview Recently, news broke that Elon Musk's xAI is participating in a massive $30 billion data center and infrastructure construction project alongside Microsoft, BlackRock, and the UAE's MGX. This project appears to be part of a business strategy to enhance data…
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● AI Future – Big Tech CEOs Decide Global Economic Outlook: The Future of U.S. Hegemony and AI Innovation Led by Tech Titans U.S. Market Cap Dominance The U.S. market capitalization is overwhelmingly dominant in the global market.Since the 2008 financial crisis, U.S. companies have grown proactively, and the U.S. economy has dominated the…
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● Musk’s AI-fueled Transnational Dream Elon Musk and SpaceX’s Leading Space and AI Revolution: A Comprehensive Look at Economic Prospects 1. Elon Musk’s Future Strategy – SpaceX vs. Tesla The reason Elon Musk is attracting attention is not only because of Tesla but also because of the radical future vision he will show at…
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● Nvidia GTC 2025 – 16 minute summary The Impact of Nvidia’s Innovation Trends on the Global Economy: From AI, Data Centers, Autonomous Driving to Robotics Graphics Innovation Led by GeForce and AI Introducing Nvidia’s journey from the beginning of GeForce 25 years ago to today’s innovation. For 25 years, GeForce has undergone a…