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확률적 하락장 대비를 위한 글 _ 유튜브 경제사냥꾼 영상 요약 작년먼저 확인 2025년 급락 금리 기대가 꺾일 때 (물가가 안 잡힐 때) - 금리 인하 늦춰짐 - 돈의 가격 계속 비싸게 유지 -> 성장주는 미래 벌 돈 가치가 깎여서 주가도 하락 정책 쇼크: 관세 정책 4월 발표 -> 기업 이익 깎일 거라는 걱정에 주가 쇼크 25년 1월 딥시크 발표 - 엔비디아 비롯 시장 전체 지수 끌어내릴 정도로 하락 2026년 생각 가능한 급락 시나리오 (mainly, 26년 월가 전망은 상승장 가능성이 높음) 인플레이션 부활: a.k.a 사라진 재고 방파제 -> 25년 물가 안 뜀. 그래서 안심함 but 그건 재고 덕이었음. 작년에 물가가 버틴 건 기업들이 미리 1분기 관세 본격화 전 해외에서 땡겨온 재고가 4,000억달러(약 540조원) 어치로 관세 맞기 전 옛날 가격표 붙은 재고였어서 기업들이 트리플 버퍼(3중 완충장치)가 있어서 가격을 안 올린 것. but 유통업계 통상 재고 소진 사이클 계산 시, 540조 재고 바닥나는 시점이 26년 1분기임. 25년까진 소비자 부담 관세 22%였는데, 이제는 50%,60%도 될 수 있음. -> 기업이 감당 못하게 되면 소비자에게 부과 가능 -> CPI 물가지표 부활 시, 금리 인하 늦추거나 ...

오늘은 플러그 파워가 저 아래에 있어서 한번 알아봤다. Under the Trump ministration, how the ESS industry will go on, the revenue, the plug power's future stock trends go? SELL – Horizon: Short Term Plug Power (PLUG) faces significant headwinds under the anticipated Trump administration, making its near-term outlook bearish. While the recent $1.66B DOE loan guarantee for green hydrogen production facilities is a positive development, the stock price has reacted negatively, dropping to $2.21 as of January 21, 2025. 716 Investor sentiment is cautious due to PLUG's history of financial struggles, including widening losses (a net loss of $770M for the nine months ending September 30, 2024, up from ~$443M in the same period of 2023) and a weak cash position ($94M in cash against ~$930M in debt). 72223 ...

What will be the future of real estate market especially remodeling and resell market and fintech company such as opendoor technologies? The US real estate market, including the remodeling and resell market, faces headwinds in 2025 due to higher mortgage rates and affordability challenges, while the broader FinTech sector, including companies like Opendoor, is expected to grow significantly. However, Opendoor Technologies faces specific challenges related to its business model and the current real estate market dynamics. Goldman Sachs forecasts existing home sales in 2025 at 4.176M, lower than their initial projection, citing mortgage rate uncertainty and low affordability. 21 Despite a recent uptick in existing home sales in October 2024 (3.96M, up 3.4% m/m and the first yoy increase since July 2021), the overall outlook remains cautious. 21 Old Republic Title corroborates this view, noting that Q4 2024 residential real estate ...

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 ...