01.15 미국 주거와 핀테크사

I am bullish on the future of blockchain technology, particularly its intersection with AI, and believe CORZ is well-positioned to benefit from this convergence, despite recent price volatility. CORZ's strategic pivot from Bitcoin mining to AI data center operations, coupled with its multi-billion dollar deal with CoreWeave, presents a compelling investment opportunity. Core Scientific's (CORZ) stock price has experienced recent volatility, closing at $13.95 on January 8, 2025, down 7.74% from the previous close. While the stock decreased by 5.2% on January 7, 2025, closing at $14.34, the current analyst consensus remains a "Buy" with an average price target of $18.46 as of January 7, 2025. 1 This positive sentiment is echoed by other sources, with an average ...

2025 CES related good stocks?? Definitely Nvidia (NVDA) and Micron Technology (MU) are two compelling stocks related to CES 2025. Nvidia's announcements of new AI-powered products and partnerships have generated significant positive momentum, while Micron benefits directly from its supply relationship with Nvidia for these products. Nvidia's presence at CES 2025 has been a major catalyst for the stock. The company showcased new AI technology, including the GeForce RTX 50 Series GPUs and the Nvidia Cosmos platform for robotics and autonomous vehicles.1 These announcements led to a 2.5% gain for Nvidia's shares on January 7, 2025.2 Wedbush believes the robotics and autonomous technology market represents a $1T market opportunity for Nvidia and forecasts its market cap could exceed $4T, potentially reaching $5T in the next 12-18 months.1 Several partnerships were announced, including one with Aurora Innovation and Continental to roll out driverless trucks, which sent Aurora's shares surging 37%.2 Toyota will also be a customer for Nvidia's autonomous driving AI products.3 Nvidia's CEO keynote, focused on Robotics, Gaming, Auto, and Data Center updates, reinforced the company's dominance in the AI space.78 BofA reiterates a Buy rating on NVDA, with a price target of $190.00 (as of October 17, 2024).8 Micron Technology also saw significant gains following Nvidia's announcements. Shares jumped 3.7% on January 7, 2025, after Nvidia's ...

Related to Ukraine stops transit of Russian gas to EU, how will it affect to LEU and CCJ? The halt of Russian gas transit through Ukraine will likely have a limited impact on European gas markets and a muted impact on Cameco (CCJ) and LEU. While Ukraine will lose transit fees, the EU has largely diversified its energy sources, mitigating the disruption.24678 The cessation of Russian gas transit through Ukraine, effective January 1, 2025, marks a significant geopolitical development, but its market impact is expected to be minimal. Europe has been actively diversifying its energy sources since 2022, primarily through increased LNG imports and alternative pipeline routes. 2468 While the halted transit represents approximately 5% of Europe's total gas needs, the impact is mitigated by secured alternative supplies and filled storage in countries like Austria and Slovakia. 4678 European gas benchmarks already reflected this anticipated cutoff, closing 2024 over 50% higher. 3 On January 1, 2025, European natural gas prices reached €50 per megawatt-hour, a 4.5% increase from the previous day and the highest level since November 2023. 7 This price surge indicates a limited market reaction to the actual halt. Russia's economic impact is also projected to be muted, with estimated GDP loss between 0.2% and 0.3%, equivalent to ...

오토파일럿 2nd. 포스트 2nd 기업은 인튜이티브 머신스다. 재무제표 오토파일럿 상 내 점수 37.7 ... 이게 맞나 싶다 (이걸 확실히 판단하려면 '신생기업형' 기업들에 해당하는 기업들에 대해 오토파일럿 많이 해봐야 할듯 2013년 창립 텍사스 휴스) 사실 팩터 분석 상에도 밸류는 0에 가깝고 사이즈는 의외로 중간이네. 아무튼, 변동성과 모멘텀에서 max를 찍고 있는 종목이다. 내가 이 종목을 보게 된 이유도 계속 보다가 우주항공 섹터여서긴 하다. 작년 내가 조사했던... 조사라고 하기보다는 그냥 검색해봤던 섹터기도 하고 이미 많이 올라서 아주 약간 내 돈을 담궈놓은 상황이다. 일단, 기관 보유 비중에서 주주 구성 Vanguard group BlackRock Citadel 다음은 모르겠다가 6위가 유펜이다. 유펜??? 왤까??? ㅋㅋㅋㅋ 근데 유펜이어서 주관적으로 좀 더 믿음이 간다 ㅋㅋㅋㅋㅋㅋㅋ ... 그리고 순위 저 하단에 있겠지만 한국 기업 보령도 2024.12.5일자 기사에 1,000만 달러(한화 약 140억)를 LUNR에 투자했다고 한다. 회사 소개 (이렇게라도 영어 공부하자는 마음으로.. 원문) Intuitive Machines, Inc. is a diversified space company focused on space exploration. It is a provider and supplier of space products and services that enable sustained robotic and human exploration to the Moon, Mars, and beyond. Its products and services are offered through its four business units: Lunar Access Services, Orbital Services, Lunar Data Services and Space Products and Infrastructure. Its Orbital Services segment is designed to support satellites and stations in Earth and lunar orbits. Orbital Services consists of leveraging its technologies and government funds to establish a foothold in capturing the growing orbital services market. Lunar Data Services is designed to allow to provide lunar network services to National Aeronautics and Space Administration and commercial clients. Space Products and Infrastructure includes propulsion systems, navigation systems, engineering services contracts, lunar mobility vehicles, power infrastructure, and human habitation systems. +달 착륙선 및 탐사선 운영 및 발사와 함께 달 통신 서비스, 전력 개발 및 데이터센터 구축 목표 (달 접근, 달 통신, 궤도 서비스, 우주 인프라) 솔직히 원문을 읽으면서 이 기업의 티커에 대해서 와닿았었다. 이 정도의 오!!! 했던 건 뉴스케일파워 이후로 두 번째다. (티커 SMR) 직관 王!! 최근 IR자료실: 24년 3Q실적발표 컨콜(11.14) 남극 달 착륙 임무 확보 및 근우주 네트워크 서비스 계약 체결 이전 COO가 CFO가 됨(이게 장점 시그널인가???) Pete McGrath 배경 조사가 필요해 보임 35년 이상 우주항공 방산분야에 일함(31년 보잉, 4년...

1.4일 오토파일럿 해 본 첫 번째 기업 GOOGL 어쩌다보니 보유하고 있는 기업은 아니고 작년에 카이스트 복잡계 물리학을 가르치시는 정하웅 교수님 수업을 들으면서 살까 고민했었던 구글신이 내 첫 오토파일럿 대상 기업이 되었다. 영광인가? 영광이다. 이미 성숙기업아닌가 하고 투자를 망설였더니 약 6개월? 5개월? 20%이상 주가가 올랐다. ㅋㅋㅋㅋㅋㅋㅋㅋ 즉, 이런 생각도 내가 오토파일럿 하는 정도로도 간략하게 기업분석의 기본인 회계 수치, 자료들을 보지 않았기 때문에 했던 것이고 결국 주식을 사지 않아 그만큼 기회비용을 지불했던 거다. 작년 하반기에 내가 몰두한 투자가 스몰캡은 아니지만 그 동안...