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Goldman Sachs IB 출신, 벤처 캐피탈 VP/PM, 투자자의 제텔카스텐 투자 노트

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Market Review - Microsoft-backed OpenAi vs Google

Interest Rates The Federal Reserve has tempered its interest rate increases in pursuit of a "soft landing." We've analyzed past instances where the Fed has paused rate hikes, as depicted in the red highlights on the chart below. From our analysis of the two previous occasions, we observe that the market initially reacts positively and surges to new record highs. However, these gains tend to be short-lived, and sharp declines of 55% and 34% were experienced in 2009 and 2020. Will we witness

James

James in 투자 노트

Is Nvidia stock a good buy?

MOS: Nvidia’s financials could be better. The 50/100 is okay, but the MOS of 0% doesn’t show a lot of upside potential at the moment. When you take a closer look at the Net Income and EPS, they both look great year over year, but the last few quarters have declined. Meaning: Semiconductors are located in more products than we think. With Nvidia, their chips are going into video game systems, computers, data centers, cars, and more. Moat: There are a few big players in the chip industry

James

James in 투자 노트

Is Tesla (TSLA) stock a good buy?

How does Tesla make money? Tesla generates revenue through 4 categories Automobiles Energy (Includes Solar Roofs and Solar Panels) Leasing Services, accessories, and other Here is a breakdown per category Automobiles – 87.4% Energy – 3.9% Leasing – 2.6% Services, accessories, and other – 6.1% Meaning: We know EVs are the future as auto manufacturers around the world compete for market share. The challenge with all auto manufact

James

James in 투자 노트

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