미국주식 양자컴퓨터 관련주 대시세 계속 나오네요

팔란티어 c3ai
그리고 슈퍼마이크로컴퓨터 엔비디아 등등

실적이 워낙 폭발적으로 늘어나는 종목이다보니

실적발표 후 매수해도 수익을 퍼주네요

우리나라였으면 선반영 이딴소리하면서

실적발표 나오면 바로 고점이고 급락급락 하는데 말입니다...ㅋㅋ

반면 미국주식은 실적 잘 나오는종목

대장주 섹터만 잘 골라두면 30~50% 수익챙기는건

몇달 안걸리네요

물론 언젠간 조정은 받겠지만

다른 섹터가 또 어닝서프라이즈 보여주면서 급등하겠죠



아이온큐만 버림받은 느낌인데

테슬라 10년전 구간이라면

아마 올해가 가장 매수적기일듯 합니다

물론 미리 너무 올라와있어서

잘 손이 안가긴하지만... 놓치기전에 소액이라도 매수해서

적당히 물려서 지켜보는게 좋죠


미국이 버블터진다고 무서워서 매수못하는 분들은

사실... 급락해도 매수못하긴 합니다

더 빠질거라고만 생각하실테니까요 XP

그냥 워렌버핏처럼 종목믿고 장기투자하는게 가장 좋은듯하네요

단기 매매하다가는 수수료만 많이내고 다 털리는분들이 많네요

100만원씩 혹은 1000만원씩 포트폴리오 다양하게 구성하는게 전혀 나쁜게 아닙니다

국내주식에서 평타치는 분들은 미장에서는 훨훨 날아다니게 되실겁니다 ^^!

여튼 미국증시는 참 대단하네요

조정받을때 매수하면 꼭 수익을 퍼줍니다

조정받을때 공포에 매수만 잘하면 보상은 두둑히 잘 챙겨주네요

Around the end of the 1990s, I had to go to Scotland several times. Once I went, I think I stayed for about a month. One time, a colleague who shared a lab suggested that we go together to visit a tree cutting site. I followed in a hurry.

Before I went, my colleague mimicked a robot arm, saying it was cutting down a tree. It felt like a joke.

In Korea, about a dozen people gathered when a hilltop broke out, and a license-plate truck like the one from the '50s roared its way, carrying trees along a path that was not even a road, and the trees cut with an engine saw were sent down the mountain on a wooden slide between sloping valleys. Nearby, a restaurant for mountain hawks was opened.

I thought I was going to climb the mountain, but after driving on a country road for a while, I stepped through a dense forest. Now I thought I would climb the mountain, but I got out of the car saying this is my destination. I saw two people in front. I thought there would be more people, but there was no one. Then I saw three pieces of equipment. The one with the monster arm that looked like a forklift, cut and pruned by himself, and cut at regular intervals in an instant. The equipment with tongs in front of it piled up the cut-out trees neatly around it. Next to it, I saw a transport truck. When I was surprised, there was an explanation that there were always two people who had to work for safety. Without a restaurant around, the workers took out the sandwiches and continued working while drinking black tea from the thermos.

What was interesting was that whenever I saw the expression "lost in the forest" in foreign fairy tales, I wanted to get lost, but I thought I could get lost enough here. I understood that expression. It felt the same when I stayed in rural France overnight. I wondered why I needed detailed maps to find my way, but it was difficult for even a small rural village to find my way without a map. I experienced the loss of sense of defense in a world without mountains for the first time seriously.

When I returned to Korea, there was a late-night discussion on TV. Professor Han was passionate about the need for innovation in Korea while comparing labor productivity with the West. Labor productivity? The logic was orderly, but I wondered what the point was to compare the labor productivity of workers with shovels and workers with bulldozers.
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In agriculture, the climate and soil determine the soil, and land productivity. Agricultural technology is nothing but a left hand. Developed countries are generally located in plains blessed with fertile soil and a stable climate. Land productivity was higher as agricultural machinery developed. As we entered the industrial era, the gap widened.

The two worlds with different land productivity remained in their own territory. The point of contact between the two worlds was the point of purchasing scarce grain. Things changed with the opening of the era of free trade. Agricultural products began to move as bridges were built in two worlds with different climates and soils. It was not enough for farmers who had to compete against an uncontested opponent in the first place, climate and soil.

The situation was not much better in developed countries. When imports became possible, the power of the market shifted from producers to consumers. As cities grew, distributors became larger, and competitions arose to provide consumers with low prices. Regardless of where the ancestors came from, farms evolved to cultivate larger agricultural machinery and larger farmland. Again, although the predecessor is unclear, consumers demanded more demanding conditions for agricultural production, and distributors faithfully delivered the demands to farms. Farmers anywhere in the world are facing limitations. Still, things are getting better than workers suffering from AI threats.

Even in areas with low land productivity, there was some shade to rest, where food security, regional balance, environmental protection, biodiversity, and ecological diversity represented by rural landscapes served as the defense force. Conversely, this also acted as an obstacle to increasing the difficulty of agricultural production. A high-quality multiplayer role was required.
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Labor productivity is important in manufacturing and land productivity is important in agriculture. The former is determined by the equipment you are holding, and the latter is determined by the climate. My concern was whether agriculture in two worlds with different natural conditions could find a compromise. Some seem to believe that an iron frame built on a concrete foundation will alleviate climate conditions, while others say that smart technology will reduce the gap. I once had high hopes for both. On the other hand, the agricultural industry generally focused on efforts to create a non-competitive advantage, not a comparative advantage.

The external environment changed drastically when the front line was maintained depending on ecological diversity. As can be seen in the deadly words such as population collapse, rural extinction, climate crisis, biodiversity collapse, and the New Cold War, the frequency of destruction and collapse being paired with nouns is increasing. Along with this, a major shock is inevitable even to the food supply chain, which has always been weak. We are entering an era where everyone expects so.

The word "future" was used a lot in my youth, and it was always paired with "brighter". On the other hand, the word "future" seems to have a different image these days, like gloomy weather. If we talk about how our agriculture can become like the Netherlands in this era, I probably wonder how different it is from intellectuals who give us shovels and discuss labor productivity. I still wish I had the courage to talk about hope.
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There can't be a conclusion to the all-time wave, and it's written in a notepad, but today it's here.