My Thoughts on Current Events
5 Aug 2026 3 minute read 0 comments Perfectionist25
Kimi's announcement of its new model caused a brief "DeepSeek effect" fear in the market. The very low API prices reinforced the idea that the same tasks could now be accomplished with fewer GPUs and HBMs. This concern led to sharp sell-offs in GPU,...
3 Aug 2026 4 minute read 0 comments Perfectionist25
The recent sudden loss of $1 trillion from US stock markets highlighted the fragility of Wall Street's AI narrative. At the heart of this shock is Kimi K3, a massive open-source model launched by the Chinese AI startup Moonshot AI. Instead of panicki...
30 Jul 2026 1 minute read 0 comments Perfectionist25
As risk appetite weakens in US markets and sharp sell-offs occur in technology stocks, the question for investors is changing: Should they take positions early when prices fall, or wait for the market to calm down? It all started with renewed escalat...
26 Jul 2026 3 minute read 0 comments Perfectionist25
Recently, particularly during May, June, and July 2026, the language of nuclear threats in Russian media and statements by Russian officials has significantly increased. So why has Russia started talking more about the possibility of using nuclear we...
25 Jul 2026 3 minute read 0 comments Perfectionist25
Global AI chip sales are expected to exceed $500 billion by 2026. The largest slice of this massive market has long been held by general-purpose GPU manufacturers like Nvidia and AMD. However, as AI models grow and become more integrated into daily l...
23 Jul 2026 1 minute read 0 comments Perfectionist25
Just as there will be many days of rise ahead, there will also be many days of fall. We will see more bull markets, but we will also experience more bear markets. Assets that rise 40%, 50%, or even 60% today may lose 60% or 70% tomorrow. This is inhe...
21 Jul 2026 2 minute read 1 comment Perfectionist25
Following the end of Jerome Powell's tenure, the US Federal Reserve is undergoing a radical doctrinal shift. In his final meeting, Powell closed the door on interest rate cuts, stating that core inflation (Core PCE) was hovering around 3.5% due to en...
20 Jul 2026 1 minute read 0 comments Perfectionist25
Japan's regional banks are facing the biggest structural change in their history, with a rapidly aging population and a cashless payment culture reaching 58%. They are no longer just "money transfer" institutions, but are becoming socio-economic infr...
19 Jul 2026 1 minute read 2 comments Perfectionist25
The rise of socialism among young Americans isn't a "trend" as many believe, but a result of the economic realities we're experiencing. Looking at the situation a recent graduate faces today, this trend becomes quite understandable. You graduate from...
17 Jul 2026 3 minute read 0 comments Perfectionist25
After a cybersecurity meeting, I wanted to put my thoughts into an article with the help of artificial intelligence. AI security and security against AI have become new concepts. While endpoint security used to be very important, now three other topi...
