My Thoughts on Current Events
17 Aug 2026 1 minute read 0 comments Perfectionist25 $0.24
Nonfarm payrolls (NFP) is the number of jobs the US economy adds or loses in a month. July: −23 thousand. First negative month since February. But the real story is in the revisions. May and June were reduced by a total of 103 thousand. So the weaken...
15 Aug 2026 2 minute read 1 comment Perfectionist25 $0.58
Lately, I've been closely watching the Bank of Japan's (BoJ) and US-backed currency interventions to halt the historic decline of the Japanese Yen. To put this into perspective, these moves, which involve burning billions of dollars, are neither sust...
14 Aug 2026 2 minute read 0 comments Perfectionist25 $0.31
While the computational requirements of AI models increase by approximately 750 times every two years, the hardware world is battling a long-standing structural paradox. Although today's most advanced graphics processors are capable of performing tri...
12 Aug 2026 2 minute read 2 comments Perfectionist25 $0.42
Today, I want to talk to you about what I believe is the most important aspect of investing: psychology. As you know, the American stock markets have been in a strong bull market for a long time. The main fuel of this bull run has been artificial int...
9 Aug 2026 3 minute read 2 comments Perfectionist25 $0.36
Homer's epic poems, the Iliad and the Odyssey, tell two of the greatest stories of the Bronze Age and have become two of the most important works in literary history. While the abundance of mythological characters and stories leaves no doubt about th...
8 Aug 2026 2 minute read 0 comments Perfectionist25 $0.20
Recent price movements in memory markets (especially NAND and DRAM) indicate that the market is in an "extended cycle" shaped by AI infrastructure investments, rather than a classic boom-bust cycle. While cumulative increases exceeding 100% in contra...
6 Aug 2026 2 minute read 0 comments Perfectionist25 $0.22
The answer actually boils down to two main points: Increasing your active income, meaning managing your salary and accumulated capital effectively. To invest, you first need to have capital to invest. This step is often overlooked. From experience, I...
5 Aug 2026 3 minute read 0 comments Perfectionist25 $0.33
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 $0.16
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 $0.13
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...
