Wealth Builder (For English version : Please refer to this link) 서학개미 여러분, 안녕하세요. Wealth Builder입니다. 최근 시장의 화두는 단연 ‘AI 에이전트’와 ‘자율기업(Autonomous Organization)’입니다. 하지만 투자자로서 우리가 주목해야 할 것은 화려한 데모 영상이 아닙니다. 기업들이 이 기술을 어떻게 신뢰하고 도입하느냐에 대한 근본적인 접근 방식이죠. 오늘은 AI 에이전트 시장을 양분하는 두 거대 기업, 팔란티어 vs 앤트로픽의 접근법을 철저히 … Read more
Goldman Sachs Technology Stock Outlook Report (published 5 February) warns that a significant 'fracture' is occurring in the current market. The data does not lie. Today, we provide a dispassionate analysis of the 'signals of momentum collapse' at the heart of this Goldman Sachs technology outlook, the emerging alternative of 'US regional banks', and the specific stocks we should be watching. 1. Key Point of Goldman Sachs Tech Outlook: Momentum Collapse Warning The most significant signal captured by Goldman Sachs' TMT (Technology, Media, Telecommunications) desk... Read more
Hello, this is Wealth Builder. Today, based on discussions from the 2026 CISCO AI Summit, I shall offer a dispassionate analysis of AWS's AI infrastructure outlook. The key figure in this discussion is Matt from AWS. His message is unequivocal: "The era of AI experiments (toy projects) is over. Only systems that generate revenue (production) will survive." As investors, we must focus not on the technology's glamour, but on how companies transform this technology into 'revenue and margins'. Voices from the field... Read more
Google Share Price Outlook For investors awaiting the cloud earnings analysis, this Q4 2025 announcement was nothing short of 'shock' and 'cheers'. The long-held market prejudice that "Google has fallen behind in the AI race" was shattered by a single earnings report. Google's stock outlook and cloud performance data indicate not merely recovery, but entry into a 'J-curve' of structural growth. Particularly, the figure of 48% revenue growth evokes memories of Nvidia's heyday... Read more
Pearl Abyss share price: "When anticipation turns to certainty, data leads the way." Recent market focus has been entirely on Pearl Abyss' share price and the release schedule for Red Desert. The sharp rise in share price since 20 January, breaking out of its trading range, has surpassed mere anticipation. Today, from a data strategist's perspective, we analyse the causes of this recent surge and highlight key investment points to watch until the March 20th launch. Pearl Abyss KOSDAQ: 263750 54,200 KRW … Read more
Until the launch of Trump's second-term economic team, the past forty years of the US economy belonged to ivory-tower theorists – the 'PhDs'. From Ben Bernanke to Janet Yellen, they sought to interpret the world through complex models and theories. But with the inauguration of Trump's second-term economic team, a seismic shift is occurring in Washington. Practical traders who trust **'the market'** over theory and **'returns'** over academic papers have seized control of the economic command centre. At its core lies the formidable force known on Wall Street as the **'Duquesne Axis'**... Read more
Stablecoin Investment 📊 Executive Summary Stablecoins have emerged as the biggest game-changer in the cryptocurrency market by 2025. Surpassing a total market capitalisation of $230 billion, their annual transaction volume reached $46 trillion, exceeding half of Visa's and five times that of PayPal. Following the establishment of a clear regulatory framework with President Trump's signing of the GENIUS Act in July 2025, the market is projected to grow to between $500 billion and $2 trillion by 2028. Key Investment Points: 🚀 Stablecoin Investment Market Status: Explosive … Read more
미국 주식 시장 주간 현황 📈 미국 주식 시장 주간 현황 : 나스닥 기술주 강세장 이번 주 미국 4대 지수는 상승 마감했으며, AI 강세에 힘입어 나스닥의 상승 폭이 가장 두드러졌습니다. 주식과 채권이 반대로 움직이는 현상이 나타났습니다. 지수 구분 주간 변동률 주요 특징 다우존스 +0.7% 안정적인 상승 S&P 500 +0.7% 기업 실적에 따른 종목별 차별화 심화 … Read more
삼천당제약 주가 전망 최근 제약·바이오 섹터에서 산업 관세 우려가 해소되며 강세가 이어지는 가운데, 단연 눈에 띄는 기업이 하나 있습니다. 바로 10월 27일 하루에만 13.45% 급등하며 순매수 1위를 기록한 삼천당제약입니다. 오늘은 막연한 기대감을 걷어내고, 철저히 수치와 팩트에 기반하여 삼천당제약 주가 전망과 파이프라인의 실질적 가치를 분석해 보겠습니다. 비젠프리의 영국 진입부터 경구용 비만약(GLP-1)의 성공 가능성까지, 우리가 진짜 확인해야 … Read more
2026년 주식 투자 성공적인 2026년 주식 투자를 준비하시는 여러분, 2025년 금융 시장은 AI 반도체, 방산, 조선, 원전 등 대형주가 이끌며 코스피 4,000pt 시대를 열었어요. 하지만 화려한 지수 상승 이면에서 중소형주들은 철저히 소외받는 양극화가 나타났죠. 우리는 지금 대형주가 닦아놓은 길 위에서 후발 주자들의 성장 스토리가 본격화되는 강력한 변곡점에 서 있습니다. 감정적인 뇌동매매가 아닌, 철저한 팩트와 데이터에 … Read more