메모리, 반도체, AI인프라 투자 "초비상"
월텍남 - 월스트리트 테크남 · 9:22
The speaker argues that today’s AI-semiconductor selloff is a profit-taking correction after Nvidia and TSMC hit new highs, not a fundamental break: the OpenAI “$70 billion vs $50 billion” headline is an ARR and gross...