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The exchange rate, the value of each country’s money, I see as a function of its economic growth and interest rates.
The exchange rate, the value of each country’s money, I see as a function of its economic growth and interest rates. If economic growth is relatively good and interest rates are high, investment increases overseas, which increases the value of the country’s money.And if you look at the stock index of that country, you can…
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Problems to focus on in the AI era
Problems to focus on in the AI era 24 Year Annual Topic: Service->Infrastructure->Device Cycle Deployment, Infrastructure-to-Device Expansion is CriticalQ2 Trends This Year Will Be Most Important Momentum This Cycle The large flow of the cycle is as follows.Services:CloudInfrastructure: AIDevice : (not yet) 23 years of service (AI, ChatGPT),23-YEAR 24-YEAR INFRASTRUCTURE (NVIDIA) – AI will run…
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While investing in Tesla, I am taking advanced classes this month,
While investing in Tesla, I am taking advanced classes this month, not basic stock classes. Only those who have taken basic classes so far who want to elaborate on chart analysis, receive separate applications and take classes. You will learn the most basic things about chart analysis through basic classes, but a month is not…
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The podium I felt as I watched Microsoft overtake Apple to become the No. 1 company in market capitalization
The podium I felt as I watched Microsoft overtake Apple to become the No. 1 company in market capitalization It is certainly noteworthy that Microsoft overtook Apple to become the No. 1 player in market capitalization. This shift appears to be caused by the commercialization and increasing importance of AI technology. The success of OpenAI…
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“Infre 型 companies went bankrupt” vs “Infre 型 companies went bankrupt”
“Infre 型 companies went bankrupt” vs “Infre 型 companies went bankrupt” It is common for businesses to go out of business or go bankrupt during recessions, and we have seen many times in the pastUnlike this “recession 型 corporate bankruptcy,” however, we will experience a lot of “infre 型 corporate bankruptcy” in the future “Infre…