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 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 The Great AI Ecosystem Shift: From Chips to Infrastructure, What NVIDIA and Meta are Signaling Byjeitti.choi@gmail.com 04/12/202504/12/2025
미분류 After Nvidia: The Big Tech Winners Poised to Lead the 2025 AI Boom Byjeitti.choi@gmail.com 30/11/202530/11/2025
미분류 SoftBank’s $5.8 Billion Nvidia Stake Sale: Warning Sign or Strategic Move? Byjeitti.choi@gmail.com 11/11/202511/11/2025
미분류 Meta vs Microsoft: Unpacking the $70 B+ AI Infrastructure Race in 2025–26 Byjeitti.choi@gmail.com 30/10/202530/10/2025