반도체 vs 빅테크, 투자 대가들은 먼저 움직였다!

The axis of AI investment is rapidly shifting, extending from semiconductors and NeoCloud to hyperscalers. Now is the time to calm down and reassess the situation. I hope today's video helps you make wise investments^^ 🎥 Summary of the 2026 Second Half Roadmap    • 2026년 하반기 미국주식 모든 게 달라질 수 있습니다.   🎥 Summary of US ETFs Listed in Korea    • 2026년 ISA·연금저축·IRP에 꼭 모아가세요! (ft. 미국ETF 리스...   🏡 Supe's Community https://cafe.naver.com/supetv 📕 Supe's Dividend Book https://bit.ly/47uOQK5 📘 Supe's ETF Book https://bit.ly/4lGo887 🥇 Get 'Supe Membership' benefits to share investment information for the price of a cup of coffee https://url.kr/45mta2 💌 Advertising Inquiries [email protected] 🚀 Free 'Coupang' Purchase https://link.coupang.com/a/21gKu (When purchasing any product via the link above, A certain amount of sponsorship money will be paid to Supe) #USStocks #StockInvestment #ETFInvestment

"러우전쟁이 불러온 나비효과" 대형 전쟁이 계속 터지는 이유 (금철영 기자)
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"러우전쟁이 불러온 나비효과" 대형 전쟁이 계속 터지는 이유 (금철영 기자)

Apple’s Reign Over Korean Semiconductors Is Over—Now They’re Desperately Eyeing China [5-Minute R...
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Apple’s Reign Over Korean Semiconductors Is Over—Now They’re Desperately Eyeing China [5-Minute R...

반도체 1주도 없다면 지금은 '이렇게' 투자하세요ㅣ지식인초대석 EP.150 (윤지호 평론가 2부)
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반도체 1주도 없다면 지금은 '이렇게' 투자하세요ㅣ지식인초대석 EP.150 (윤지호 평론가 2부)

I Put 90% of My Portfolio into U.S. Stocks and Grew 1.3 Billion to 3 Billion in Half a Year / Aut...
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I Put 90% of My Portfolio into U.S. Stocks and Grew 1.3 Billion to 3 Billion in Half a Year / Aut...

Stay Focused: The Best Survival Strategy for the Second Half's 'Obstacle Market' | Lee Sun-yeop, ...
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Stay Focused: The Best Survival Strategy for the Second Half's 'Obstacle Market' | Lee Sun-yeop, ...

Wow.. A super-human Seo In-guk appears at a company that desperately needs a reality check! A fan...
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Wow.. A super-human Seo In-guk appears at a company that desperately needs a reality check! A fan...

What Are the 3 Conditions for a Gold Price Rebound? (Park Jong-hoon's Knowledge Shot)
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What Are the 3 Conditions for a Gold Price Rebound? (Park Jong-hoon's Knowledge Shot)

도깨비 희대의 명장면 소환! 주문진에서 다시 마주한 공유 X 김고은 #highlight #유료광고포함 #20tvN #도깨비10주년여행 EP.1
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도깨비 희대의 명장면 소환! 주문진에서 다시 마주한 공유 X 김고은 #highlight #유료광고포함 #20tvN #도깨비10주년여행 EP.1

The Ultimate Electric SUV! Polestar 3 Launches in Korea at a Shocking Price in the 70 Million Won...
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The Ultimate Electric SUV! Polestar 3 Launches in Korea at a Shocking Price in the 70 Million Won...

The UK will find it difficult to recover its fallen status - Professor Yoon Young-hwi (Dept. of H...
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The UK will find it difficult to recover its fallen status - Professor Yoon Young-hwi (Dept. of H...

Sharing My Honest Thoughts on Why Older Generations and Today’s Adults Are So Different
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Sharing My Honest Thoughts on Why Older Generations and Today’s Adults Are So Different

"유럽에서 에어컨 품절대란?" 역사상 최고 기온을 맞이한 유럽 근황 📰 [박정호의 주간경제]
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"유럽에서 에어컨 품절대란?" 역사상 최고 기온을 맞이한 유럽 근황 📰 [박정호의 주간경제]

우주먼지가 알려주는 명왕성이 태양계에서 퇴출 된 이유
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우주먼지가 알려주는 명왕성이 태양계에서 퇴출 된 이유

Shocking Rumors Spreading on Wall Street: The Real Reason Foreigners Are Dumping Korean Stocks (C...
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Shocking Rumors Spreading on Wall Street: The Real Reason Foreigners Are Dumping Korean Stocks (C...

자본금 100만 원으로 6년 만에 '몸값 3000억 기업'을 만들 수 있었던 이유ㅣ지식인초대석: CEO EP.3 (김민기 대표)
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자본금 100만 원으로 6년 만에 '몸값 3000억 기업'을 만들 수 있었던 이유ㅣ지식인초대석: CEO EP.3 (김민기 대표)

The Fall of Volkswagen, the Automotive Empire - Economic Reporter Ha Soo-jung
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The Fall of Volkswagen, the Automotive Empire - Economic Reporter Ha Soo-jung

Is the Market Finally Shifting from Growth to Value Stocks? | Wall Street Backbriefing
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Is the Market Finally Shifting from Growth to Value Stocks? | Wall Street Backbriefing

💀 Asians were pale to begin with??? / 💀 The reason why skin color varies by race
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💀 Asians were pale to begin with??? / 💀 The reason why skin color varies by race

"트럼프 운명 가른다" 미국 건국 250주년에 벌어질 일 [김창익의 빅픽처]
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"트럼프 운명 가른다" 미국 건국 250주년에 벌어질 일 [김창익의 빅픽처]

Promised to Curb Immigration, Now Seeing Record Numbers… What Went Wrong in the 10 Years Since Br...
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Promised to Curb Immigration, Now Seeing Record Numbers… What Went Wrong in the 10 Years Since Br...