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Jun 10, 2026
Last week Broadcom’s results shook market confidence in AI investing for a while. This Oracle earnings report could also be an important test in that same vein. It will be released after the U.S. market closes on 6 month 10 day (Korean time 11 day at dawn). Here is a quick summary of the key points. Oracle: why does it matter? Oracle was originally a company that made software for businesses to…
Jul 7, 2026
The AI inference transition has turned NAND and SSDs from simple secondary storage into core resources for AI infrastructure. The storage needed for one AI server is 8~10 times that of a conventional server, so demand for enterprise SSDs for large-capacity, real-time access such as KV cache is surging. NAND demand is increasing by 20~22 percent annually, but as capacity shifts are slow, supply…
Jun 24, 2026
You are already affected even if you do not participate in IPOs I will not subscribe to SpaceX. The same goes for OpenAI. But that does not mean you can skip this article. When three of the largest IPOs ever take place in a single year, something happens in the market. Institutions rebalance their portfolios. Nasdaq-100 ETF allocations are automatically readjusted. Funds flow out of indirect AI…
Jul 8, 2026
In the midst of the recent high-interest-rate environment and stock market volatility, REITs, which can aim for both stable dividend income and asset value appreciation at the same time에 interest in them is surging. In particular, because diversified investing is possible even with a small amount of capital, and because dollar returns are also becoming possible through domestic as well as…
Jun 9, 2026
Someone who goes in without knowing this week's indicators will end up wrecking their portfolio. To be honest. There will be investors who simply get through this week. “The rate isn’t going to change anyway” 라 they’ll think. They will only realize that thinking was wrong, 6month 17day, after the market opens. This week’s CPI is not just a simple inflation statistic. It is the last…
Jun 10, 2026
Bio investment has one of the most extreme characteristics in the stock market. It is also a “fearsome” sector that investors are reluctant even to approach amid repeated news of clinical failures, but with just one pipeline success, it can deliver a tenbagger(10x return)를 by blowing up는 'a land of overwhelming opportunity'이. For investors who are frightened by…
Jul 27, 2026
Key Indicators Stock price: U.S. S&P500index rose on the halt in hostilities between Iran and Israel and strength in semiconductor-related stocks. Exchange rate: the dollar index fell on easing Middle East tensions and weaker safe-haven demand. Interest rates: U.S. 10-year Treasury yield 5rose on caution ahead of the monthly consumer price inflation release. Key Issues Global crude oil prices…
Jun 13, 2026
"AI If AI is good, then can’t you just buy Nvidia?" That question is not wrong. The problem is that it is too shallow. The real questions are different. Where does AI make people spend money? Where does that money first show up as actual revenue? Where is the bottleneck that the market has not yet fully priced in? Viewed through these three questions, AI-related industries are divided into 8…
Sep 3, 2026
If you thought, “I guess I just need to buy one AI ETF,” this article could change that view. 2026In , the flow of money created by AI does not stay in semiconductors alone. Power grids become strained, security budgets rise, data center construction continues, and new growth engines such as India emerge. Spreading these paths one by one across ETFs is the starting point for 2026portfolio design.…
Sep 3, 2026
Individual stock investing is not a matter of "just buying a good company." You have to look at company results, competitors, interest rates, exchange rates, and even how much the market is already expecting from that company. If you skip this process, you do not learn investing first; you learn losses first. ETF is a structure that bypasses this problem. It is automatically diversified, and even…
Jul 27, 2026
This is the biggest opportunity in this bull market. S&P 500 stocks 65% are rising. But it is not overheated yet. What this means is that retail investors have not entered yet. When the news is plastered with “bull market” headlines and you start hearing people around you say they made money in stocks, that is the tail end. That is the middle phase, and the experts have already made their money…
Jun 30, 2026
Among investors, 99% are swayed by the news. Bull story 1% pursues. The rest 1% read the trend before the news. Which side are you on? Investing in U.S. stocks from Korea blindly is far too inefficient. Bull Story subscribers receive information every day that only 1% can get. The gap is widening more and more. The price of a cup of coffee a day, and all of these benefits are provided. ️ Captain…
Aug 3, 2026
In 2026, it is well-known that AI and semiconductors will lead the U.S. stock market. What is truly important, however, is identifying which stocks that have already risen significantly are still worth buying now. By reading this article, you will understand where big tech money is flowing and which hidden beneficiaries are emerging within that sequence. It has been reported that big tech's…
Jul 27, 2026
AI data centers need more electricity as they expand. This simple fact is now changing the earnings of power infrastructure companies. The International Energy Agency (IEA) expects global data center electricity consumption to exceed 2026 in 1,000TWh. 2022times the 3level. Companies that generate, transmit, and cool that electricity are now building up orders. There are three beneficiary areas.…
Jul 27, 2026
How to open an account, where to exchange currency, and when to pay taxes. At first, there may not be many places to ask. This single article can help you complete the first steps of investing in U.S. stocks. Starting with Account Opening Major domestic brokerage firms such as Kiwoom, Mirae Asset, Samsung, and NH Investment all support overseas stock trading. You can open an account using just…
Jul 27, 2026
2Tech stocks either rebound or come under pressure depending on the outcome of the monthly FOMC meeting. Which way they move depends less on the numbers than on a single remark from Chair Powell. This article summarizes three points to watch and how each outcome affects stocks. Where are rates now The Fed has cut the policy rate three times since the second half of 2025the current policy rate is…
Jul 27, 2026
If you look at the chart and see too many lines, making it hard to decide when to buy or sell, you only need to know about two moving averages. However, there is a crucial pitfall with this indicator. You must read the last note to use it effectively in practice. What is a Moving Average? A Moving Average is a line that connects the average closing prices over a specific period. It is a tool that…
Jul 27, 2026
Monthly 100ten thousand won of dividend income feels like a vague dream. But once specific numbers and stock-selection criteria come into view, the story changes. Depending on whether you start now or not, the time it takes to reach that goal can differ by several years. Why dividend growth investing is different from simply chasing high dividends Dividend growth investing is not a strategy for…
Jul 27, 2026
GLP-1 obesity treatments had already passed 2025 in market size by the year 500 billion dollars. The issue starts now. 2026 By the year , new entrants could begin to enter in earnest, shaking the positions of the existing leaders. At the same time, clinical results that could reshape the field are expected to pour in from Alzheimer’s and gene-editing therapies. Which stocks benefit, and which are…
Jul 27, 2026
The easiest way to invest in U.S. stocks is through ETFs. However, if you don't know the criteria for choosing an ETF, you might end up with products that have high fees or hold onto products that shouldn't be kept long-term. This article summarizes those criteria. What is an ETF? An ETF (Exchange-Traded Fund) is a product that allows you to buy and sell a basket of various stocks on the stock…
Jul 27, 2026
After Google proved quantum advantage with the Willow chip, pure-play quantum company stocks more than doubled in just a few days. But most of these companies are still unprofitable. Whether getting in now is getting ahead of the curve or catching a falling knife is summarized in this article. Where is quantum computing now Quantum computing is currently at the NISQ (noisy intermediate-scale…