미분류 November CPI Cools to 2.7% — But Can the Fed Trust It? Government Shutdown Distortion and January 2026 Rate Cut Expectations Byjeitti.choi@gmail.com 18/12/202518/12/2025
미분류 Micron Earnings Shock: How AI Memory Bottlenecks Are Driving a Structural Re-Rating of MU Stock Byjeitti.choi@gmail.com 17/12/202517/12/2025
미분류 What the U.S. Unemployment Rate at 4.6% Really Means: Will the Fed Speed Up Rate Cuts in 2026? Byjeitti.choi@gmail.com 16/12/202516/12/2025
미분류 U.S. Government Shutdown Fallout: Why CPI and Jobs Data Aren’t “Working Normally” in December — and Why Markets Are More Volatile Byjeitti.choi@gmail.com 15/12/202515/12/2025
미분류 AI Spending Hits a Reality Check: Oracle and Broadcom Earnings Reveal Why Rising AI CAPEX Isn’t Lifting Stock Prices Yet Byjeitti.choi@gmail.com 14/12/202514/12/2025
미분류 AVGO Earnings Beat: AI Chip Demand Surges, but Why Did Broadcom’s Stock React Mixed? Byjeitti.choi@gmail.com 11/12/202511/12/2025
미분류 Oracle’s Earnings Shock: Is the $523B Backlog Masking the First Signs of an AI Cloud Demand Slowdown? Byjeitti.choi@gmail.com 10/12/202510/12/2025
미분류 Will the Fed’s December 2025 Rate Cut Really Boost the S&P 500? Byjeitti.choi@gmail.com 09/12/202509/12/2025
미분류 Is the Magnificent Seven Still Undervalued in 2026? Why Wall Street Keeps Buying Nvidia and Big Tech Byjeitti.choi@gmail.com 08/12/202508/12/2025
미분류 Why the S&P 500 Is Hovering Near Record Highs Ahead of the Fed’s Third Rate Cut — Is the Rally Getting Ahead of Itself? Byjeitti.choi@gmail.com 07/12/202507/12/2025
