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  • Micron Earnings Shock
    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

    Read More Micron Earnings Shock: How AI Memory Bottlenecks Are Driving a Structural Re-Rating of MU StockContinue

  • Oracle earnings AI CAPEX 2025
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    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

    Read More AI Spending Hits a Reality Check: Oracle and Broadcom Earnings Reveal Why Rising AI CAPEX Isn’t Lifting Stock Prices YetContinue

  • AVGO earnings beat
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    AVGO Earnings Beat: AI Chip Demand Surges, but Why Did Broadcom’s Stock React Mixed?

    Byjeitti.choi@gmail.com 11/12/202511/12/2025

    Read More AVGO Earnings Beat: AI Chip Demand Surges, but Why Did Broadcom’s Stock React Mixed?Continue

  • Oracle earnings miss 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

    Read More Oracle’s Earnings Shock: Is the $523B Backlog Masking the First Signs of an AI Cloud Demand Slowdown?Continue

  • AI Infrastructure Market Shift
    미분류

    The Great AI Ecosystem Shift: From Chips to Infrastructure, What NVIDIA and Meta are Signaling

    Byjeitti.choi@gmail.com 04/12/202504/12/2025

    Read More The Great AI Ecosystem Shift: From Chips to Infrastructure, What NVIDIA and Meta are SignalingContinue

  • after Nvidia big tech AI
    미분류

    After Nvidia: The Big Tech Winners Poised to Lead the 2025 AI Boom

    Byjeitti.choi@gmail.com 30/11/202530/11/2025

    Read More After Nvidia: The Big Tech Winners Poised to Lead the 2025 AI BoomContinue

  • SoftBank’s $5.8 Billion Nvidia Stake Sale
    미분류

    SoftBank’s $5.8 Billion Nvidia Stake Sale: Warning Sign or Strategic Move?

    Byjeitti.choi@gmail.com 11/11/202511/11/2025

    Read More SoftBank’s $5.8 Billion Nvidia Stake Sale: Warning Sign or Strategic Move?Continue

  • AI Infrastructure Race
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    Meta vs Microsoft: Unpacking the $70 B+ AI Infrastructure Race in 2025–26

    Byjeitti.choi@gmail.com 30/10/202530/10/2025

    Read More Meta vs Microsoft: Unpacking the $70 B+ AI Infrastructure Race in 2025–26Continue

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