11/10-14 Weeks Issue Check: AI Industry Bubble Controversy and Checklist Recently, large technology stocks have been expanding their capital expenditures to secure the preemptive effect of the AI industry, but they are not showing a clear technological advantage. Most AI models are open-source, which has a low entry barrier, and standardized, making it difficult to…

Sam Altman’s x Comment On U.S. Government OpenAI Investment Controversy -OpenAI does not request government guarantee for data center construction -However, it is meaningful that the government directly owns and operates AI infrastructure. However, in this case, profits must be attributed to the U.S. government -The only area in which OpenAI has considered government guarantees…

11/10 U.S. stocks close mixed on shutdown progress after falling sharply on anxiety over AI industry The U.S. stock market has started lower due to the influx of AI bubble related issues. In particular, many companies that have signed contracts with OpenAI have participated in the sale. On top of that, the Nasdaq fell by…

Tesla Key Summary Of November 2025 Shareholders’ Meeting Major Presentation Summary• Cybercap production begins in April 2026• Tesla Semi New Design Unveils• Considering the establishment of its own chip production facility• Robotaxi Launch of New City• AI5 Chip Reveals Some Information• New Lithium Refining Facility Revealed• Roadster Disclosure and Production Schedule Announced• European FSD Regulatory…

Asia Semiconductor Market: Strong Memory Momentum Powered By ASP Rise JPMorgan Overall semiconductor sales grew 28% year-over-year in September (+22% in August), the strongest growth in the past year. This was driven by data center and AI-related spending (state-of-the-art logic, HBM) and higher average unit price (ASP) for general memory products. 🚀 Memory: Price surge…