I think it's reasonable to split the axis of the market into two. It's AI that s

I think it's reasonable to split the axis of the market into two. It's AI that says interest rate trends and new future according to INFRE. I think the saying, "We just had a black and white TV" explains everything, as Sam Altman said. Yesterday's Magnificent 7 stock leap in the U.S. market was probably because everyone came out with AI. Apple closed up more than 4% yesterday when it announced the development of a chip called the M4 as an extension of its Mac Series.

Markets and investors are all agreeing that GPUs will now be the basis of the system, and AI will now take over as the platform on which the Internet was built in the system in the past. I also feel like I'm carrying my second brain after using ChatGPT or Jeminai. As I get older, my memory is declining and proper nouns are confusing, but now I have ChatGPT and Jeminai, making it easier to solve and judge problems. I feel like I have a fresh brain again that goes beyond simple searches given by Google and Naver in the past.

As our chapter showed yesterday, I think foreigners' preoccupation with semiconductor stocks will continue. Of course, interest rates and exchange rates will explain the overall economy, but even at the current exchange rate of 1,360, foreigners buying semiconductor stocks regardless of exchange rates can only be explained by buying AI without asking because they think the future of AI will be greater than we think. As a person who gets help from AI, the benefits are so touching.

My generation is the generation that read newspaper stories for writing. On top of that, I admired the vast amount of data he had while looking at the Chosun Ilbo's Lee Kyu-tae column and learned how to write. He had already built the database then. Back then, it was a file file, and not long ago, portals replaced it, and now AI is helping with logical judgment as well as its role. It would be a blessing to use a vast database for free. Still, semiconductors and AI would be a technology battle after all. Hynix became a powerhouse in HBM due to bold investment and research and development. Companies alone have their limitations. Now that the election is over, it is urgent to return the R&D budget as soon as possible.

For the first time in history, Nixon and Kennedy opened a new chapter in television debates. On that day, Kennedy appealed to the public in neat clothes and a strong red tie, while Nixon appeared to have a hangover from drinking the previous day and had a TV debate, which ultimately made him lose or lose. In a local media debate with his opponent, Lee Joon-seok, who returned after winning the election, showed his youthful appearance and sharpness, but the Democratic Party candidate, a former president of Hyundai Motor, did not even attend the debate and gave a ridiculous answer in some telephone debates. It is believed that the video clip was widely circulated among Hwaseong citizens, who have the lowest voter age.

We won't be able to talk about our lives in the future except for AI, which is permeating into our lives. Still, macro is important in the economy, so we have to watch interest rates and exchange rates. Time flies in the investing world. If you pass by like a luck, you can't catch it. If you look at the fun pictures, have a happy weekend...