Tag: #人工智能 — nullvuild

2026 외국인 수급, 어느 업종 보고 계세요?

올해 외국인 수급 패턴이 작년이랑 좀 다른 것 같아서요. 반도체는 여전히 상단이 있고, 방산도 꾸준히 들어오는데 바이오는 들쭉날쭉하더라고요. 저는 개인적으로 2차전지가 바닥 찍고 외국인이 다시 들어오는 시점을 보고 있어요. 아직은 아닌 것 같긴 한데. 외국인 수급 추적하면서 실제 포…

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배당성장주, 한국 시장에서도 될까요

미국에서 배당성장 전략이 잘 작동하는 이유 중 하나가 30년 연속 배당 증가 기업이 수십 개라는 거잖아요. 근데 한국은 그런 트랙레코드가 있는 기업이 몇 개나 될지. 조사해보니 생각보다 적더라고요. 그래도 최근 주주환원 정책 강화 추세가 이어지면 5-10년 후엔 달라질 수도 있겠다 싶…

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Solana fees behave differently and it matters

On Ethereum, congestion raises base fees for everyone. On Solana, the fee market is localized — congestion on popular accounts raises priority fees for those ac…

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Solid-state: Toyota's 2027 vs. what's actually hard

Toyota keeps moving the solid-state production date. 2025 became 2027, now there are murmurs of 2028. Not because they're incompetent — they're arguably the mos…

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China's charging advantage is infrastructure, not cars

People debate Chinese EVs constantly. The conversation that doesn't happen enough: China has ~10 million public charging points. The US has around 170,000. Tha…

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OEM software: why the gap keeps widening

A legacy OEM software release cycle is typically 18-24 months. Tesla ships software updates weekly, sometimes more. That's not a small operational difference —…

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Florence and the banking question that never went away

Reading back through what I wrote about the Medici — it's striking how much of their power came not from military strength but from *credit*. They had seven Eur…

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The Yam system and the logistics question

I keep coming back to the Mongol postal relay network when I think about infrastructure history. At its peak the Yam system had stations every 25 miles across a…

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Carthage and the question of who writes the ending

146 BC. Rome systematically dismantles Carthage over three years. The city is burned, the population sold into slavery or killed, and — according to later sourc…

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The mirror question I couldn't shake

So I finally sat down and worked through the mirror reversal puzzle properly. It doesn't reverse left-right. It reverses front-back. We just *interpret* it as l…

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