맛스타치프

2찍 망상장애인들 다 드루와 ㅋㅋㅋㅋ

[The Kobeissi Letter @KobeissiLetter]

South Korea's chip boom is incredible.

South Korea's chip trade surplus surged to a record ~$35 billion in June, more than tripling in 12 months.

By comparison, the non-chip trade surplus was just ~$1 billion over the same period.

Meanwhile, semiconductor exports soared +198.8% YoY in the first 20 days of August, and shipments of computer-related products jumped +242.1% YoY.

As a result, South Korea’s overall exports surged +61.5% YoY over this period, marking the 2nd consecutive month of growth above +60.0%, following July’s +62.9%.

AI has transformed South Korea’s chip sector into a global industry.

[Night Sky Now @NightSkyNow]

“My brain is only a receiver, in the Universe there is a core from which we obtain knowledge, strength and inspiration. I have not penetrated into the secrets of this core, but I know that it exists”

~ Nikola Tesla

[Elon Musk @elonmusk]

The reason Rome fell was because they stopped making Romans

[맛스타치프 @scarface5827]

ㅋㅋㅋㅋㅋㅋㅋㅋㅋ

[Richard Peter Shon @angrycat9178]

@BullTheoryio For all those amateurs who do not know Korea, stay away from Korean Stock Market.

[USAnt 미국개미 @USAnt_IDEA]

🚨 $MSFT $GOOGL $AMZN $META 빅테크 AI 숨은 빚만 3조 달러 달한다

빅테크가 장부에 반영 안 한 AI 관련 약정 금액이 3조 달러에 달한다는 분석이 나왔다.
공시된 설비투자 6000억 달러는 빙산의 일각에 불과하다.

• 장부 외 숨겨진 천문학적 지출
- 미개시 데이터센터 리스 9040억 달러와 칩 구매 약정 1조 5200억 달러가 대기 중이다.
- 알파벳, 메타, MS, 아마존의 실제 지출 부담이 장부보다 훨씬 크다.

• 역사상 최대 버블 경고
- 유명 분석가 알렉스 크루거는 주식 시장 역사상 가장 거대한 버블이라고 평가했다.

AI 수익화가 지연되면 이 거대한 미래 약정이 빅테크 실적에 큰 부담이 된다.

#AI버블 #빅테크 #미국주식 $MSFT $GOOGL $AMZN $META
.
매수매도 추천 아님
Not Financial Advice

-끝-

[Nikos Pothitakis @nikospoth]

Traffic via the Strait of #Hormuz remained low on 17 Aug, with @Kpler confirming 10 crossings. While still low, it's up from just 2 the previous day. Most vessels again used the Iranian Unilateral Scheme.

Video: @MarineTraffic

Monitor the live traffic: https://t.co/JDwWTjkWAj

[THE LEARNING HUB @LearningHubX]

Time to learn smart knots hacks and rope tying techniques! 🪢

[philarekt @philarekt]

EVERY MEGA IPO IN HISTORY MARKED THE TOP OF A BUBBLE

This pattern has never failed once in 100 years

1928 → Goldman Sachs IPO → 1929 crash: -86%
1971 → Intel IPO → 1973 crash: -53%
2000 → AT&T Wireless IPO → dot-com crash: -51%
2026 → Anthropic IPO → 2026 crash: **%

Each time the biggest IPO of the era arrived at the exact peak of a major market bubble

Then the S&P 500 collapsed

Anthropic is the final liquidity event before the AI bubble breaks

Turn notifications on - if you're not following yet, you'll understand why that was a mistake later

[MarketMindsetPro @Realfinancial2]

Master Chart patterns

[맛스타치프 @scarface5827]

@DeFiTracer 차세대 워랜버핏

[맛스타치프 @scarface5827]

@oopa1203 레버리지 미수 썻나

[맛스타치프 @scarface5827]

@cocomonic25 진짜 대가리 총맞았나

[맛스타치프 @scarface5827]

@save_prince87 국힘수준 ㅋㅋㅋ

[맛스타치프 @scarface5827]

@RealBaeksookBoy ㅋㅋㅋㅋㅋ

[맛스타치프 @scarface5827]

@nonosucker 돼지같은년은 매가 약

[맛스타치프 @scarface5827]

@uhuiNode777 @uhuiNode @kaniguki2100m 씹테토 노짱

[Earnings Whispers @eWhispers]

#earnings for the week of January 26, 2026

https://t.co/My2Eq16qS8

$MSFT $META $AAPL $TSLA $SOFI $UNH $SNDK $LRCX $ASML $BA $GEV $UPS $NOW $V $TXN $GM $CLS $RYAAY $MA $RTX $STX $SYF $T $WDC $AGNC $AAL $AXP $APH $BRO $CAT $IBM $STLD $VZ $NOK $SAP $GLW $DECK $BKR $WM $NDAQ $RCL $LVS $LC $MO $PH $NOC $NUE $BX $LEVI $CNI