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What if AMD’s latest surge isn’t just “catch-up” but a sign that the AI boom is shifting gears? With Nvidia still towering, investors are asking a better question: Is the total AI pie expanding so fast that second-place might still mean outsized returns? Problem. Headlines swing between tariff threats, summit rumors, and daily chip-stock whiplash. Many investors react to noise and miss the core driver: AI capital expenditure (capex) is compounding . Agitate. If you focus on day-to-day politics, you risk trimming winners too early. In the meantime, hyperscalers are signing long-dated supply and building data centers at record speed. Solution. Anchor your thesis on capex, power, and platform adoption . That lens explains why AMD’s momentum can coexist with Nvidia’s dominance—and how utilities, data-center REITs, and power tech enter the chat.   Table of Contents Key Takeaways AI Capex: The Only Chart That Matters AMD vs. Nvidia: Same Wave, Different...

While most investors were staring at a sea of red on Friday, wondering if their financial freedom dreams had just evaporated, smart money was asking a very different question: "Is this the discount I've been waiting for?" That sudden, heart-stopping plunge? It was triggered by a single tweet from Donald Trump announcing potential 100% tariffs on China. In minutes, portfolios bled, tech stocks tumbled, and the crypto market saw billions in leveraged positions liquidated. The familiar feeling of anxiety and the urge to "sell now!" was overwhelming for many. Ignoring these jolts feels impossible. This is the kind of political volatility that makes you question every decision, turning a carefully planned long-term strategy into a minute-by-minute panic attack. It’s a brutal reminder that external noise can hijack market logic, making your hard-earned gains feel terrifyingly fragile.   Table of Contents What Really Happened on Black Friday 2....

All eyes are on the August 2025 U.S. retail sales report, set for release today, September 16, at 8:30 AM ET (10:30 PM KST) . This single piece of data could set the market's tone for the rest of the week, and investors are asking one key question: Is the American consumer still spending? Here’s the pre-release forecast and everything you need to know right now. Pre-Release Cheat Sheet ☑ Release Time: 8:30 AM ET  ☑ Consensus Forecast: Month-over-Month (MoM) growth of +0.2% ☑ Key Factor to Watch: Signs of tariff "front-loading" in auto and furniture sales. ☑ Most Likely Market Reaction: A strong number could be viewed negatively ("good news is bad news") as it pushes back Fed rate cut expectations. What is the Forecast for August Retail Sales? Economists polled by major outlets like Reuters and Bloomberg have reached a consensus forecast of a 0.2% month-over-month increase for August. This would mark a significant slowdown from the strong gains se...

Following the Korea–U.S. summit on August 25 (local time) , trade, investment, and security issues are moving in tandem. We’ve distilled what shifting tariffs, prospective investment funds, and the possibility of renewed talks on North Korea signal for Korean companies and investors—in plain language.   🎯 Key Takeaways ✅ Expanded discussions on tariffs and investment (large-scale funds), plus cooperation in strategic industries/supply chains (shipbuilding, nuclear, semiconductors) ✅ References to possible resumption of dialogue on North Korea’s nuclear program highlight two-sided geopolitical event risks ✅ Investors should prioritize the policy finalization timeline and clearly separate domestic winners vs. potential losers Even after the summit, detailed negotiations continue, making confirmation and implementation schedules the key variables. Track how quickly and how far policies are specified across tariffs, i...

Shipbuilding $150B Fund & Reshoring: An ETF Roadmap Linked to Korea–US Trade Strategy Tariff Alignment • Energy • Defense — ETF Baskets for the 2025–2027 Transition As US–China rivalry intensifies and reshoring accelerates, Korea and the United States have outlined a new trade framework. Markets quickly rotated toward industries most exposed to policy support. The working headlines: a potential 15% flat tariff structure, a $350B investment package, and a proposed $150B shipbuilding fund. Here is a data- and policy-driven ETF game plan. Image credit: Kyunghyang Shinmun 🎯 Key Takeaways ✅ Policy-to-portfolio link: 15% flat tariff talk + US $350B package + a proposed $150B shipbuilding fund → actionable ETF themes. ✅ Time-horizon view: Near term — Korea large caps & EV/semis (EWY, DRIV). Mid term — shipbuilding & green vessels (TIGER Shipbuilding Top10, KODEX K-Green Shipbuilding). Long te...