Investing for the Age of Space and AI

Based on this market flow, he expected market conditions to be fine on Monday and shared a positive intuition he feels while watching the market.

About 20 subscribers attended, sharing meals and coffee and the holiday mood together.

He said that through this gathering he felt a family-like atmosphere and thought they could gather like this every holiday.

Mentioning the channel 'Busan Sane,' he praised it as a competitor who worked hard, and encouraged subscribers to take on YouTubing, stating his plan to form a team.

He personally values the 'feel' of the market and again stressed that the current market mood is not bad.

He then said he plans to form a team where subscribers attempting YouTube can help each other through content creation and more.

On US stocks, he said he has no intention to sell and will keep holding, including Moderna and SpaceX, which he currently owns.

Attention should be paid especially to the impact on the CDO (contract development and manufacturing) sector.

By contrast, Hyundai AutoEver is a stock he likes, but he reaffirmed his earlier view that its weighting should be reduced.

On LG Electronics and Robotis he kept his unchanged view, urging viewers not to repeatedly ask questions without acting on their own.

Kim argued that although US productivity has risen, the labor share has shrunk and will keep shrinking.

Accordingly, he stressed that current potential growth rates and economic theories need to be rethought.

He pointed out that the macroeconomic theories we know are out of step with reality, like applying Goryeo-era law in the Joseon period.

He advised investors not to rely on one-sided information from the media but to analyze events from multiple perspectives and expand their own thinking.

Wonik Holdings was presented as potentially the best alternative for holders of semiconductor stocks.

It is assessed as a still-good alternative that could benefit simultaneously from both the semiconductor and robotics industries.

He explained that a breakout above the 200-day moving average can be read as a signal of a medium- to long-term trend reversal.

Daedong Metal has seen little movement so far, but he said he is watching it as a stock of interest on expectations for the agricultural humanoid market.

The channel 'Otjangsa' analyzed that Alme among space aerospace stocks is an earnings-driven stock with rising trading volume.

HVM and Sphere play the leader role among space stocks, and he explained that HVM is still climbing in a stepwise fashion from the bottom.

He added that Kenko Aerospace showed strong moves in the recent US space sector and that its high volatility could be attractive to investors.

However, he advised that holders of HVM and Sphere need not switch to Kenko.

He warned that fixating only on negative macroeconomic views can make you miss shifts in the world's reference points and the stock market's rebound flow.

When studying stocks, he stressed the importance of building the fundamentals of industry, bond, and economic analysis on your own rather than focusing on chart analysis.

The channel Otjangsa said that 'market protractor'-type pessimists merely predicted a downturn, and that he views their claims as content for making a living.

He assessed that such views do little practical good for generating sustained investment returns.

He criticized them for focusing only on defensive stances to avoid losing money, without presenting an active investment perspective.

He said that recently, symptoms of acid reflux rather than panic symptoms have appeared as his stress response.

He shared personal difficulties in managing his health and psychological pressure, and asked viewers for understanding.

He said he suffered from panic disorder in 2017 and struggled for about a year; afterward he was fine, but symptoms sometimes resurface.

He explained that when symptoms appear, others may misunderstand, as he sometimes suddenly leaves the spot, and attributed it to his sensitive personality.

He stressed that investing by simply listing others' opinions is meaningless and that you must establish your own investment center.

He pointed out that if investors do not clarify their own tendencies, it is hard to tell apart the various information, and ultimately difficult to achieve investment results.

He assessed it as a stock that could hold great value in the long run even if it isn't drawing attention right now.

He argued that studying for stock investing is more advantageous when done broadly and shallowly, in large amounts, rather than digging too deep.

He warned that deep study aimed at reaching the edge of knowledge can instead lead you into knowledge traps and wrong judgments.

He suggested a posture of steady repeated learning: if you don't know something, study it today and again tomorrow, as if scratching your brain.

Analysis says GNC Energy is positioned at the upper part of its trading range and is undervalued.

He forecast that if the stock breaks out of the range, a strong flow could emerge.

The speaker guessed whether solar-related policy would come up in the conversation between Xi Jinping and former President Trump.

The speaker saw that if US-China solar trade policies were lifted, Korean solar companies could face a crisis.

He recommended that especially investors who bought near the peak trim about half and convert it to an LG Electronics investment.

He explained there is no direct link between Hyundai Motor and Hyundai Mobius, and added that relations between the Hyundai Motor Group and the Hyundai Elevator group are also poor.

In the pharma-bio sector he prefers Protina, judging Hanmi Pharmaceutical the best because its share price defends well.

On Alteogen he said continued short selling is affecting its share price, and said Petron also appears to be a short-selling target.

The operator said other bio stocks can only recover once the short-selling pressure on Alteogen stops, and cited Hanall Biopharma's clinical halt as evidence that the market is tough.

He explained that the correct way to use toner is to soak a cotton pad and wipe from the inside outward.

He pointed out that men who slap toner on with their hands push fiber residue into pores, making the skin dirtier.

He stressed that sunscreen should be chosen differently for summer and winter according to skin type and its oil and moisture makeup, and must always be applied to prevent melasma.

He disclosed past anecdotes of putting a cockroach as a gift into female juniors' bags to make them faint, and sending pigeon photos via KakaoTalk.

He described his past self as 'immature' and claimed the intent at the time was to help them overcome their fear.

He said the juniors responded with harsh curses, and that he no longer has that kind of enthusiasm.

He expressed strong aversion to such antisocial acts, saying he hopes the abusers get caught by him.

He said he likes driving and wants to visit in person, and expressed intent to review whether the café could later be used as a meetup venue.

Checking navigation, he estimated the coffee shop is about four hours away.

He explained that people gathered on the channel are not bullied, but despite not having bad personalities, they share the commonality of having few friends.

The operator used humorous phrasing to describe the channel's sense of belonging and isolated environment.

The host accepted criticism that, though it's a stock broadcast, there is too much small talk, and said he would discuss stocks more going forward.

The host said the semiconductor sector looks good. He also compared Hi-Gen's 900 billion won market cap with those of Robotis and Rainbow Robotics, adding that Hi-Gen looks cheap.

The host previewed tomorrow's broadcast, saying the channel where it will air has not yet been decided.

He announced that a 'trading trick that overturns the history of stock investing' will be revealed in the broadcast.

He explained that this technique was prepared for investors who struggle with choosing stocks.