(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
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
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