POPA Recon๐์์์ฌ์ ์ฃผ๋ชฉํด์ผ ํ ์์ source
๐์์์ฌ์ ์ฃผ๋ชฉํด์ผ ํ ์์ source 1. Market Belief Scenario - Markets Are Betting On AI Exploding Productivity And Lower Costs - AI Productivity โ Disinflation โ Interest Rate Stabilization โ Stocks Strong - This is the key logic behind Big Tech's strength right now - The problem is that this scenario is being reflected too unilaterally in the price 2. AI is a heavy technology - If you look at the chatbot answer, AI looks like light software, but behind the scenes - Data center, GPU, memory, power, copper, rare earth, transmission network, etc. are required - The more you use, the lower the software cโฆ
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