China’s Kimi K3 and Qwen 3.8 knocked chip stocks into a bear market and drew U.S. sanction threats. What the selloff means for AI infrastructure investors — transmission channels, the Jevons paradox evidence, and three dates to watch.
적립식 복리 계산기 — 월 적립금이 20년 뒤 얼마가 되는지 물가 반영 현재가치로 보여주고, FIRE(경제적 자유) 도달 시점까지 계산합니다. S&P500·QQQ 등 ETF 적립식 투자 시뮬레이션에 그대로 사용 가능.
Grid infrastructure stocks are surging on AI electricity demand. Ajussi breaks down the 7 best plays for US retail investors in 2026.
Why are memory stocks falling when Micron, Samsung and SK Hynix just posted record earnings? Ajussi maps the July 2026 bear-market decoupling and the July 29 trigger.
Is the AI capex boom a bubble? Ajussi breaks down the real numbers, the risks, and what US retail investors should watch in 2026.
Vertiv vs Eaton stock compared side by side. Ajussi breaks down growth, valuation, dividends & risk for US retail investors in 2026.
내 이름으로 된 자산을 전부 꺼내 장부를 만들었다. 자산 배분을 비중으로 공개한다 — 노후 전용 계좌는 5.4%뿐이었고, 그래서 월 현금흐름부터 바꿨다.
Kimi K3 sold out its compute in 48 hours. Ajussi breaks down why the bottleneck thesis just got a live demo — and what it means for HBM and AI infrastructure stocks.
Liquid cooling suppliers powering Nvidia’s GB200 racks — Ajussi breaks down 7 real companies and tickers worth watching in 2026.
Cooling stocks are heating up. Ajussi breaks down immersion vs direct liquid cooling — and the 7 companies worth knowing for 2026.
