In preparation for next year's market, we are selling some products these days.

1.
In preparation for next year's market, we are selling some products these days.
My narrow network has its limitations, but AI software and space degree seem likely to lead.
The stock price has already gone up quite a bit, but it's going to be a lot more if you're a leading stockholder.

I've just started studying, but even if you look at it, the US's expansion of investment in the space industry and Korean space stocks don't seem to have much to do with it. Although Korea is also said to expand investment in the industry, the actual strength of the benefits is unknown, and it seems that it will take a considerable amount of time to lead to performance.  

Wouldn't the stock price be on the way back to its original position after seeing a bad performance for two or three consecutive quarters even though it doesn't actually go in like HBM or On-Device?
The mayor is not very smart, and the director seems to be especially better at getting it wrong.

​2.
It is said that domestic SW companies also apply AI, but if it is limited to Korea, its limitations are clear.
I also knew that there were companies that succeeded in entering the U.S. because of the high demand, but I can't judge the possibility of expanding to other companies.

When I was trying to study, American SW companies are already expanding easily, and I think, 'Do I need to buy a more difficult director-general event?'
Basically, the director of the bureau is often accompanied by IFs, such as 'if you pass a certain qualification' and 'if you take away the share of overseas competitors'.
Wouldn't it be better to buy a stock that you're doing well and wait instead of investing in this odd investment?

That's true. Starting with Jisoo, it's a series of assumptions such as 'if the financial investment tax is abolished,' 'if the commercial law is revised.'

But stock prices often rise faster than in the U.S.,
Volatility-drunkers seem to have a hard time getting out of the bureau's leash

​3.
For example, U.S. stocks called Bloom Energy jumped 60 percent in one day last week on a massive contract signing, leading to a surge in local related stocks yesterday.
A famous blogger with one of the related stocks posted with anticipation,
There were comments that said, "Bloom Energy is the one who won orders. It's not the item that was exported. You have to buy Bloom Energy."

The director has no relationship, but there are too many cases of inertia with overseas stocks. In reality, it is not a benefit, but rather a damage.

​4.
The director-general should be made of Korean specialties, but I keep forgetting.
If you have the same sector in your make-up, make-up first!

Semiconductors used to be Korea's representative specialty, but not anymore,  
On the contrary, it wasn't a transformer, but now it's like a specialty,
Things that Korea can do well continue to change, so we shouldn't think inertly.

5.
The same goes for Jisoo.
Since it's fallen so much this year, everyone believes that there will be a rebound inertia.
But what if, like Japan's lost 30 years, the bubble that has built up so far has slowly receded and cannot be recovered?
KOSDAQ PER is still in its 80s, so even if it is halved here, it is more expensive than Nasdaq.
The KOSPI also looks cheap, but it is not that cheap if the four semiconductor & automobile representatives, which account for a significant portion of earnings, are defeated.

Winter is coming, and if you wear summer clothes, you are likely to freeze to death, saying you can still endure a little longer.

6.
I think the port will be fine now until at least the first half of next year, but to increase returns and defenses a bit more, I'm looking to buy less correlated SW or other sector stocks by gradually reducing my weight in one-two punch and shipping.

Once Nvidia is released tomorrow, there is a high possibility that AI-related stocks will rise again, so new lab customers are rushing it into their accounts.  

I should respond to the scenario as soon as I climb up and as soon as I get off.