불과 몇 년 전만 해도 AI는 그저 미래 기술 정도로 여겨졌습니다. 하지만 최근 분위기는 완전히 달라졌습니다. 이제 AI는 단순한 챗봇이 아니라 실제 기업의 업무를 대신 수행하는 단계로 빠르게 이동하고 있습니다. 문서를 작성하고, 데이터를 분석하고, 고객 응대를 자동화하며, 심지어 코딩까지 수행하는 시대가 열린 것입니다. 이 변화 속에서 투자자들이 가장 많이 던지는 질문은 하나입니다. “엔비디아 다음은 어디인가?” … Read more
Introduction: The Mind Over the Market In the world of investing, intelligence and sophisticated algorithms are often treated as the keys to success. However, the legendary European investor André Kostolany argued otherwise. He famously stated that investment success is not a science, but an art—one driven primarily by psychology. Statistics often suggest that nearly 90% … Read more
At Seoul Savvy, I believe in the power of patience. As a media professional and value investor based in Seoul, I often look to the U.S. financial system for inspiration on building sustainable wealth. The most striking example? The 401(k) retirement plan. The Surge of the “401(k) Millionaire” How do ordinary employees end up with … Read more
The AI revolution is not just a trend; it’s a hardware war. To invest wisely in giants like NVIDIA, ASML, or TSMC, you must first understand the “Food Chain” of the semiconductor industry. In this post, we’ll break down the complex ecosystem into four simple pillars. 1. IP & EDA: The Architects behind the Scenes … Read more