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California or Seoul
Joined August 2011
Photo by JJ's view (@JJspeech)Photo by JJ's view (@JJspeech)Photo by JJ's view (@JJspeech)Photo by JJ's view (@JJspeech)Photo by JJ's view (@JJspeech)Photo by JJ's view (@JJspeech)Photo by JJ's view (@JJspeech)Photo by JJ's view (@JJspeech)Photo by JJ's view (@JJspeech)
코스닥은 이제 24년 12월 수준
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오늘은 증시 안열면 안되나? ㅋ
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일론은 트럼프 2기 들어서 원하는 걸 다 얻었으므로 알빠노 시전 후 언제든 파란색으로 변신할 수도 있음. 하지만 당분간 고난의 행군 확정.
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미국 민주당 당선자 중에 아무나 AIDC 투자를 무분별하게 제한하진 않겠다고 살짝 톤다운만 해줘도 반등할꺼
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미국 상하원을 민주당이 장악하고나면 가장 크게 영향받을 부분이 뭔지 고민 중입니다. 일단 AI 산업 전체에 악재는 아니라고 보고 있습니다. 친 트럼프계 기업들엔 악재가 될 수 있겠지만. 미국 정치권은 적어도 미국 국익에 대해서는 대립하지 않으니
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최근 여기 저기서 보안사고가 터지면서 안랩 주가가 쭉쭉 오르고 있었는데 오늘 급락. 오비이락인가.
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요즘 여기저기서 사이버보안이 뚤리는 첫번째 이유는 AI가 발전해서 그런 것이지만 특히 한국이 더 많이 뚤리는 건 그냥 사이버보안에 돈을 너무 아껴서 그런겁니다. GDP대비 사이버보안 예산을 다른 나라랑 비교해보시면 딱 답 나옵니다. 이건 민간기업도 마찮가지.
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JJ's view retweeted
미국 중간선거에서 민주당이 상하원을 장악하는 것이 AI 관련주에 호재일까? 악재일까?
9%호재
39%악재
21%SpaceXAI에만 악재
30%모름
33 votes • Final results
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미국 중간선거에서 민주당이 상하원을 장악하는 것이 AI 관련주에 호재일까? 악재일까?
9%호재
39%악재
21%SpaceXAI에만 악재
30%모름
33 votes • Final results
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AI 덕분에 이전에 일잘러 여러명이 했어야할 일을 혼자서 할 수 있게 됐다. 일늘 늘릴지 사람을 줄일지 선택해야한다.
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JJ's view retweeted
The year is 1873. Your wife tires easily and reads too much. The doctor prescribes the rest cure: six weeks flat in bed, no books, no visitors, fed on milk, forbidden to sit up without his permission. The man who devised it is the most famous nerve specialist in America, and the women come out of it quieter, which is taken as the cure. The year is 1915. The hospital has a new way of delivering your child. Morphine, then scopolamine, and the mother wakes two days later with a baby she cannot remember having. They call it twilight sleep. The women are strapped into padded cots so they do not hurt themselves while they scream, and the straps are the modern part. The babies arrive blue and slow to breathe. The year is 1945. The truck comes down your street fogging DDT, and the children run behind it in the white cloud because the man on the back says it is harmless. At the beach it is sprayed over the bathers on their towels. It goes on the cattle, over the barn, and across the kitchen table. The year is 1948. Your son has trouble with his ears. The doctor slides a rod tipped with radium up each nostril and holds it there for the best part of ten minutes, and you bring him back three more times. Hundreds of thousands of American children get the same treatment. The cancers arrive in their fifties. The year is 1962. The health visitor tells you breastfeeding is old-fashioned and the formula is scientific. By 1972 fewer than one American baby in four is breastfed at all. The formula is skimmed milk and sugar, with the milk fat taken out and vegetable oil put in. The year is 1971. The family planning clinic fits a small plastic crab called the Dalkon Shield. Its tail is a bundle of fibres that wicks bacteria up into the womb. 2.8 million are fitted in America before it is withdrawn, and the company goes bankrupt under the claims. It had been sold as safe and superior. The year is 1983. The doctor says your arteries are the butter's fault. The dripping tin goes in the bin, the yolks go to the dog, the margarine goes in the fridge, and you have the heart attack anyway, on skimmed milk, having done everything right. The year is 2001. Your 15-year-old is low, and the doctor prescribes Paxil, because the trial in the journal says it is effective and well tolerated in adolescents. The raw data, reanalysed 14 years later, shows more suicidal thinking on the drug than on the sugar pill. The company pays $3 billion to settle. Nobody rings the house. The year is 2009. The government has spent around £500 million stockpiling Tamiflu for the pandemic, on the strength of the manufacturer's trials. When the trials are finally prised loose five years later, the drug shortens flu by about half a day and nothing shows it keeps anyone out of hospital. The stockpile goes out of date in a warehouse. The year is 2026. The doctor has ten minutes and a screen. The number is high, so the tablet is for life. The weight is high, so the injection is for life. The meat is bad for the planet and the oil is good for the heart, and the person in the chair is as certain as everyone who ever sat in it. Every one of those was settled, by a committee, in a journal, with a doubter somewhere being laughed at. The rest cure, the straps, the fog, the rod, the formula, the crab, the margarine, the trial, the stockpile. All of it certain, all of it printed, all of it done to somebody who had asked for help. You were never the one who was wrong. You were the one it was done to, and the only person in the story who did as they were told every single time. The apology comes a generation late, in a footnote, addressed to nobody. The next one is being drafted now.
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소액주주 보호 또는 대주주 견제를 명분으로 주주평등 원칙을 위반한 법률이 너무 많습니다. 소액주주는 잠재적 피해자고 대주주는 잠재적 범죄라자는 식의 이분법은 이제 그만.
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올해 주식시장이 망가지는 이유 중 하나가 상법이 개정되면서 신설된 자사주 강제소각 의무. 기업들이 소각보단 매각을 택하고 있기 때문. 민주당은 시장 경제를 모르면서 시장 경제를 주무르려고 한다.
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최근 증시는 기술쟁이 롱, 금융쟁이 숏인듯 싶습니다.
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세금 "29억7천만원"이 조세심판에서 전액 취소됐습니다. 그런데 7개월 뒤, 그 납세자는 숨진 채 발견됐습니다. 16일 국감에서 대구지방국세청장이 고개를 숙였습니다.
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정부가 민간에게 지급해야할 결제 대금을 미룬다는 이야기가 심심치 않게 들린다. 정부는 지금 뭘 목표로 하고 있는걸까?
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월요일 폭락을 걱정하며 주말을 보내야하는 상황. 이번에도 떨어지는 칼날은 잡는 게 아니었나?
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한국 정부가 반기업, 반시장 마인드를 바꾸지 못하면 수년내 아비규환을 보게 될 것
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종합주가지수 5천 시대지만 체감지수는 2천도 안되는 느낌이다.
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잘되던 것도 정치인이 일해라 절해라 개입하면 다 망가진다.
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