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AI Peak Debate: What Big Money and Manufacturing Data Are Really Telling Us MACRO & AI CYCLE Part 1. In the AI Peak Debate, What Are the “Big Money” Investors Really Looking At? — From Warren Buffett’s “Last” Bet to Hedge Funds’ Risk-Off Moves From 2024 through 2025, global financial markets have basically revolved around one topic: AI. NVIDIA has dominated the GPU market, Meta has been scaling up AI models and data centers, and Google and Microsoft have been pouring tens of billions of dollars into the generative AI race to secure the lead. This naturally shaped the overall direction of the equity markets. In fact, a large chunk of the S&P 500’s gains between 2023 and 2025 came from the “Magnificent 7 (M7)” mega-cap tech stocks. Some analysts even went as far as to say: “More ...

📌 The Hidden “Accounting Time Bomb” Behind the AI Investment Boom ― Implications for Global Financial Markets and Korean Companies --- Introduction ― The Shiny Surface of the AI Rally As of 2025, the single most influential keyword shaping global financial markets is undoubtedly Artificial Intelligence (AI). Just two to three years ago, AI was regarded as one of many emerging technologies, but today it has become the central engine of global capital flows and the foundation of corporate strategy. Tech giants such as Microsoft, Alphabet (Google), Amazon, and Meta are pouring massive amounts of money into GPU purchases and data center expansion. The scale of these investments goes beyond corporate budgets, exerting such a powerful ripple effect that it even lifts U.S. GDP growth. Investors are cheering this development as “AI is the new growth engine of the global economy.” Yet, behind this glittering success story lies a shadow that is less frequently discussed. That shadow...

Apple, Nvidia, Tesla: The Traps and Opportunities in Q3 Earnings ― As of October 3, 2025: A Review of Global Big Tech Earnings and Their Impact on the Korean Stock Market Introduction: The Message Behind Earnings Season In early October 2025, global financial markets once again find themselves in the thick of earnings season. Companies like Apple, Nvidia, and Tesla are not just individual stocks. They are the weathervanes of global capital flows and symbols of shifts in technology trends and industrial structures. For this reason, investors look beyond headline revenue or net profit numbers. The real questions are: “Do these results guarantee sustainable growth going forward?” “How far are they from market expectations?” The most valuable lesson from this season can be summed up in one phrase: “the gap between expectations and reality.” Even strong earnings can lead to stock declines if expectations are missed, while weaker numbers may trigger rebounds if they’re “less bad”...

Tech Layoffs and the Mortgage Crisis ― The Harsh Reality of the U.S. Economy --- Part I. The Layoff Tsunami Begins in Silicon Valley For decades, Silicon Valley has been the stage for some of the most dazzling growth stories in modern history. The popularization of the internet, the smartphone revolution, cloud computing, and the advancement of artificial intelligence (AI) all blossomed in this region. Companies like Google, Amazon, Meta, Apple, and Microsoft reshaped human life and turned the “Tech Dream” into a reality. But behind this glittering theater of innovation, another shadow has always existed: the inherent instability of mass layoffs. --- 🌀 The Pandemic Boom and the Sudden Chill During the COVID-19 pandemic, tech companies experienced an unprecedented boom. With the explosion of demand for remote work, e-commerce, and online streaming, Silicon Valley rushed to hire at record speed. Amazon hired hundreds of thousands of workers in a short span to meet surging on...