블랙록 반도체 쏠림 경고.. 에코프로비엠 1조2천억 유상증자, 단기 충격 불가피 / 코스닥 상승장 시작될까?ㅣ이주연 이사
(Filmed on July 1, 2026, at 7:25 AM, from 'Pre-market') 0:00 Director Lee Ju-yeon, 815 Money Talk 0:21 The AI Bubble Controversy: What is the Background Behind BlackRock Downgrading its Investment Rating on the Korean Stock Market? 1:38 What Assets and Tech Stocks Does Trump’s Investment Portfolio Hold? 3:25 Why Did Michael Burry Start Short Selling Tesla and Nvidia? 6:25 Causes of Increased Volatility (Debt-financed Investment, Leverage, etc.), Demands for ETF Delisting, and How Has BlackRock Shifted Its Perspective? 8:04 What Is the Impact of OpenAI’s Inference Cost Reduction on the Market and Companies? 12:05 What Is the Impact of Cost Efficiency on AI Market Growth, Reinvestment, and the Memory Market? 14:35 What Are the Concerns and Expectations Regarding EcoPro BM’s Paid-in Capital Increase, Short-term Stock Price Volatility, and Long-term Growth Potential? 20:56 What are the details regarding the KOSDAQ 30th Anniversary Event and the KOSDAQ restructuring policy? EcoPro BM, Lee Ju-yeon, KOSDAQ, AI Bubble, Semiconductor Stocks, Secondary Battery Stocks, Semiconductor Materials & Components, OpenAI, Trump, BlackRock, Leverage ETF PD Kim Young-min - 20/05/15 ----------------------------------------------------- 📌 [815 Money Talk Official Cafe] Investment materials are released daily! Direct Link: https://fanding.me/815moneytalk ◾ Columns by 815 Money Talk experts released ◾ Weekend ‘Real Market Overview’ e-book provided ◾ Active communication and information exchange among members! Don't invest alone. Start now at the 815 Money Talk Cafe. -------------------------- 👉Apply for appearance, advertising & collaboration inquiries [email protected] 👉Download 815 Money Talk materials https://cafe.naver.com/815moneytalk --------------------------

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