When Trump takes office, he says he will impose

When Trump takes office, he says he will impose tariffs of 10% on all goods coming from China to eradicate fentanyl and 25% on the two countries because fentanyl will be indirectly brought in through Mexico and Canada. I remember that during the first Trump period, he checked China, beat China on high-tech IT industries, smashed Huawei, which was especially ahead of telecommunications, and stopped importing semiconductor equipment. Without Trump's beating in China at that time, our semiconductor industry would have already given China an edge like any other industry.

During the period that Trump gave, the world changed its frame to AI, and the three wars that were culled into the ecosystem became a waste of opportunities that Trump gave. Fortunately, if it is comforting that the world has just started preparing for AI, it would be comforting. In the era of GPU, represented by Nvidia, HDM, an auxiliary memory device, and the era of GPU, there is still a chance that many DRAMs and NANDs are still needed.

The success of 12 steps in HDM has led to the point where the company's fate will be divided. The stock price has become somewhat bumpy as a result of the desperate purchase of 10 trillion won to secure loans borrowed for inheritance tax of major shareholders. The deceased Lee Kun-hee saved Lee Jae-yong. However, the treasury stock purchase will end someday. And if the ban on short selling, which ends at the end of this year, is not extended next year, it will be disastrous. The Lee administration expects that the ban on short selling will be extended since it considers chaebol first, but on the contrary, it also emphasizes that the Korean stock market will never enter the advanced market.

In the era of Trump 2.0, expectations for traditional manufacturing are rising again in the United States. The Dow's remarkable rise is predictable. However, high-tech will not be ruined. As high-tech companies are leading the way, and the financial sector is shifting its business from personal loans to corporate loans again, I think that if the traditional industry follows well from the back, the growth of the U.S. economy may grow remarkably with two propellers.

I keep getting Christmas carols from the radio. My favorite carol is "Silent Night." Before that, it was "O Holy Night," but I don't think there's a better carol than "Silent Night, Holy Night," which also represents the Christmas spirit. This Thursday is Thanksgiving Day in the United States. In the United States, Christmas carols are released after Thanksgiving. I miss Turkish meat and the American scenery of the holiday season from Thanksgiving to Christmas. ... It's Thanksgiving, so I hope you had a good fall.

P.S. After morning trading, I don't want to trade after that. That means I'm exhausted from being lazy....