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 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 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 Is Light the Next Nvidia? Marvell’s (MRVL) $5.5 Billion Bet and the Second AI Hardware Boom Byjeitti.choi@gmail.com 02/12/202502/12/2025
미분류 Will Window Dressing Start in Late November? Key Sectors to Watch Before the Santa Claus Rally Byjeitti.choi@gmail.com 25/11/202525/11/2025
미분류 Is the US Stock Rally Losing Momentum? 3 Warning Signs Investors Shouldn’t Ignore Byjeitti.choi@gmail.com 20/10/202520/10/2025
미분류 How the 2025 US AI Investment Cycle and Productivity Shock Could Shape Stock Portfolios Byjeitti.choi@gmail.com 24/09/202524/09/2025
미분류 Single Stock Concentration Risk: How to Avoid Overweight Positions and Protect Your Portfolio Byjeitti.choi@gmail.com 27/08/202527/08/2025
