http://ratiertm.github.io/tags/%EA%B8%B0%EC%88%A0%EC%A3%BC/Recent content in 기술주 on ratiertmHugo -- gohugo.ioko© 2026 마인드빌드Fri, 27 Mar 2026 00:00:00 +0000http://ratiertm.github.io/posts/magnificent-seven-crash-analysis-2026/Fri, 27 Mar 2026 00:00:00 +0000http://ratiertm.github.io/posts/magnificent-seven-crash-analysis-2026/<h1 class="relative group">매그니피센트7 동반 폭락, 닷컴 버블 재현일까? 7종목 긴급 점검과 매수 전략 <div id="매그니피센트7-동반-폭락-닷컴-버블-재현일까-7종목-긴급-점검과-매수-전략" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%eb%a7%a4%ea%b7%b8%eb%8b%88%ed%94%bc%ec%84%bc%ed%8a%b87-%eb%8f%99%eb%b0%98-%ed%8f%ad%eb%9d%bd-%eb%8b%b7%ec%bb%b4-%eb%b2%84%eb%b8%94-%ec%9e%ac%ed%98%84%ec%9d%bc%ea%b9%8c-7%ec%a2%85%eb%aa%a9-%ea%b8%b4%ea%b8%89-%ec%a0%90%ea%b2%80%ea%b3%bc-%eb%a7%a4%ec%88%98-%ec%a0%84%eb%9e%b5" aria-label="앵커">#</a> </span> </h1> <h2 class="relative group">7개 종목이 한꺼번에 무너지고 있어요 <div id="7개-종목이-한꺼번에-무너지고-있어요" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#7%ea%b0%9c-%ec%a2%85%eb%aa%a9%ec%9d%b4-%ed%95%9c%ea%ba%bc%eb%b2%88%ec%97%90-%eb%ac%b4%eb%84%88%ec%a7%80%ea%b3%a0-%ec%9e%88%ec%96%b4%ec%9a%94" aria-label="앵커">#</a> </span> </h2> <p>나스닥 YTD -10%. 정정장 진입.</p>http://ratiertm.github.io/posts/jabil-jbl-q2-fy2026-earnings-ai-infrastructure-analysis/Tue, 17 Mar 2026 00:00:00 +0000http://ratiertm.github.io/posts/jabil-jbl-q2-fy2026-earnings-ai-infrastructure-analysis/<h1 class="relative group">재빌(JBL) 내일 실적 발표! AI 인프라 숨은 강자, 지금 사도 될까? <div id="재빌jbl-내일-실적-발표-ai-인프라-숨은-강자-지금-사도-될까" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%ec%9e%ac%eb%b9%8cjbl-%eb%82%b4%ec%9d%bc-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-ai-%ec%9d%b8%ed%94%84%eb%9d%bc-%ec%88%a8%ec%9d%80-%ea%b0%95%ec%9e%90-%ec%a7%80%ea%b8%88-%ec%82%ac%eb%8f%84-%eb%90%a0%ea%b9%8c" aria-label="앵커">#</a> </span> </h1> <p><figure><img class="my-0 rounded-md" loading="lazy" decoding="async" fetchpriority="low" alt="JBL 주가 차트" src="jbl_stock_chart.webp" ></figure> </p> <p>엔비디아, SMCI 이야기는 많이 들어보셨죠?</p>http://ratiertm.github.io/posts/adobe-adbe-stock-analysis-2026-q1-earnings/Thu, 12 Mar 2026 00:00:00 +0000http://ratiertm.github.io/posts/adobe-adbe-stock-analysis-2026-q1-earnings/<h1 class="relative group">어도비(ADBE) 고점 대비 35% 폭락, Forward P/E 16배&hellip; 역대급 저평가일까? <div id="어도비adbe-고점-대비-35-폭락-forward-pe-16배-역대급-저평가일까" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%ec%96%b4%eb%8f%84%eb%b9%84adbe-%ea%b3%a0%ec%a0%90-%eb%8c%80%eb%b9%84-35-%ed%8f%ad%eb%9d%bd-forward-pe-16%eb%b0%b0-%ec%97%ad%eb%8c%80%ea%b8%89-%ec%a0%80%ed%8f%89%ea%b0%80%ec%9d%bc%ea%b9%8c" aria-label="앵커">#</a> </span> </h1> <p>어도비 주가가 $274입니다. 작년 $423까지 갔던 주식이에요.</p>http://ratiertm.github.io/posts/oracle-orcl-stock-analysis-2026-q3-earnings/Tue, 10 Mar 2026 00:00:00 +0000http://ratiertm.github.io/posts/oracle-orcl-stock-analysis-2026-q3-earnings/<h1 class="relative group">오라클(ORCL) 고점 대비 56% 폭락, 지금이 매수 기회일까? Q3 실적 발표 앞두고 점검할 5가지 <div id="오라클orcl-고점-대비-56-폭락-지금이-매수-기회일까-q3-실적-발표-앞두고-점검할-5가지" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%ec%98%a4%eb%9d%bc%ed%81%b4orcl-%ea%b3%a0%ec%a0%90-%eb%8c%80%eb%b9%84-56-%ed%8f%ad%eb%9d%bd-%ec%a7%80%ea%b8%88%ec%9d%b4-%eb%a7%a4%ec%88%98-%ea%b8%b0%ed%9a%8c%ec%9d%bc%ea%b9%8c-q3-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-%ec%95%9e%eb%91%90%ea%b3%a0-%ec%a0%90%ea%b2%80%ed%95%a0-5%ea%b0%80%ec%a7%80" aria-label="앵커">#</a> </span> </h1> <p>오라클 주가가 $151입니다. 불과 몇 달 전 $345까지 갔던 주식이요.</p>http://ratiertm.github.io/posts/broadcom-avgo-q1-fy2026-earnings-analysis/Wed, 04 Mar 2026 00:00:00 +0000http://ratiertm.github.io/posts/broadcom-avgo-q1-fy2026-earnings-analysis/<h1 class="relative group">브로드컴(AVGO) 오늘 실적 발표! $73B AI 수주잔고에 목표가 $453, 지금 매수해도 될까? <div id="브로드컴avgo-오늘-실적-발표-73b-ai-수주잔고에-목표가-453-지금-매수해도-될까" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%eb%b8%8c%eb%a1%9c%eb%93%9c%ec%bb%b4avgo-%ec%98%a4%eb%8a%98-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-73b-ai-%ec%88%98%ec%a3%bc%ec%9e%94%ea%b3%a0%ec%97%90-%eb%aa%a9%ed%91%9c%ea%b0%80-453-%ec%a7%80%ea%b8%88-%eb%a7%a4%ec%88%98%ed%95%b4%eb%8f%84-%eb%90%a0%ea%b9%8c" aria-label="앵커">#</a> </span> </h1> <p><figure><img class="my-0 rounded-md" loading="lazy" decoding="async" fetchpriority="low" alt="AVGO" src="AVGO" ></figure> </p> <p>브로드컴 주가가 52주 고점 대비 24%나 빠져 있습니다. $414에서 $313까지.</p>http://ratiertm.github.io/posts/ciena-cien-q1-fy2026-earnings-analysis/Wed, 04 Mar 2026 00:00:00 +0000http://ratiertm.github.io/posts/ciena-cien-q1-fy2026-earnings-analysis/<h1 class="relative group">시에나(CIEN) 내일 실적 발표! AI 데이터센터 광통신 대장주, $333에서 매수해도 될까? <div id="시에나cien-내일-실적-발표-ai-데이터센터-광통신-대장주-333에서-매수해도-될까" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%ec%8b%9c%ec%97%90%eb%82%98cien-%eb%82%b4%ec%9d%bc-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-ai-%eb%8d%b0%ec%9d%b4%ed%84%b0%ec%84%bc%ed%84%b0-%ea%b4%91%ed%86%b5%ec%8b%a0-%eb%8c%80%ec%9e%a5%ec%a3%bc-333%ec%97%90%ec%84%9c-%eb%a7%a4%ec%88%98%ed%95%b4%eb%8f%84-%eb%90%a0%ea%b9%8c" aria-label="앵커">#</a> </span> </h1> <p><figure><img class="my-0 rounded-md" loading="lazy" decoding="async" fetchpriority="low" alt="CIEN" src="CIEN" ></figure> </p> <p>시에나 주가가 52주 저점 $49에서 $365까지 올랐습니다. <strong>577% 상승</strong>. 솔직히 말도 안 되는 숫자예요.</p>http://ratiertm.github.io/posts/nvidia-q4-fy2026-earnings-analysis/Wed, 25 Feb 2026 00:00:00 +0000http://ratiertm.github.io/posts/nvidia-q4-fy2026-earnings-analysis/<h1 class="relative group">엔비디아(NVDA) Q4 실적 발표 D-Day: AI 슈퍼사이클의 심판이 온다 <div id="엔비디아nvda-q4-실적-발표-d-day-ai-슈퍼사이클의-심판이-온다" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%ec%97%94%eb%b9%84%eb%94%94%ec%95%84nvda-q4-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-d-day-ai-%ec%8a%88%ed%8d%bc%ec%82%ac%ec%9d%b4%ed%81%b4%ec%9d%98-%ec%8b%ac%ed%8c%90%ec%9d%b4-%ec%98%a8%eb%8b%a4" aria-label="앵커">#</a> </span> </h1> <h2 class="relative group">오늘 밤, 시장이 숨을 죽인다 <div id="오늘-밤-시장이-숨을-죽인다" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%ec%98%a4%eb%8a%98-%eb%b0%a4-%ec%8b%9c%ec%9e%a5%ec%9d%b4-%ec%88%a8%ec%9d%84-%ec%a3%bd%ec%9d%b8%eb%8b%a4" aria-label="앵커">#</a> </span> </h2> <p>오늘(2월 25일) 장 마감 후 엔비디아가 Q4 FY2026 실적을 발표합니다.</p>http://ratiertm.github.io/posts/2026-02-19-fig/Thu, 19 Feb 2026 00:00:00 +0000http://ratiertm.github.io/posts/2026-02-19-fig/<h2 class="relative group">$142에서 $24로. 무슨 일이 있었던 걸까? <div id="142에서-24로-무슨-일이-있었던-걸까" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#142%ec%97%90%ec%84%9c-24%eb%a1%9c-%eb%ac%b4%ec%8a%a8-%ec%9d%bc%ec%9d%b4-%ec%9e%88%ec%97%88%eb%8d%98-%ea%b1%b8%ea%b9%8c" aria-label="앵커">#</a> </span> </h2> <p>지난해 7월, Figma가 NYSE에 상장했습니다. IPO 공모가는 $33이었는데, 첫날 바로 $115까지 치솟았어요. 흥분이 가라앉기도 전에 8월에는 $142.92까지 올랐죠.</p>http://ratiertm.github.io/posts/amd-stock-analysis-2026/Mon, 02 Feb 2026 00:00:00 +0000http://ratiertm.github.io/posts/amd-stock-analysis-2026/<h1 class="relative group">AMD 주가 전망 2026: AI 반도체 2인자의 역습이 시작됐다 <div id="amd-주가-전망-2026-ai-반도체-2인자의-역습이-시작됐다" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#amd-%ec%a3%bc%ea%b0%80-%ec%a0%84%eb%a7%9d-2026-ai-%eb%b0%98%eb%8f%84%ec%b2%b4-2%ec%9d%b8%ec%9e%90%ec%9d%98-%ec%97%ad%ec%8a%b5%ec%9d%b4-%ec%8b%9c%ec%9e%91%eb%90%90%eb%8b%a4" aria-label="앵커">#</a> </span> </h1> <p><figure><img class="my-0 rounded-md" loading="lazy" decoding="async" fetchpriority="low" alt="AMD" src="http://ratiertm.github.io/images/amd-hero.jpg" ></figure> </p> <p>&ldquo;NVIDIA 너무 비싼 거 아니야?&rdquo;</p>http://ratiertm.github.io/posts/amazon-stock-analysis-2026/Mon, 02 Feb 2026 00:00:00 +0000http://ratiertm.github.io/posts/amazon-stock-analysis-2026/<p><figure><img class="my-0 rounded-md" loading="lazy" decoding="async" fetchpriority="low" alt="Amazon Stock Analysis" src="images/amzn-stock-2026.jpg" ></figure> </p> <p>아마존 주가가 $239입니다.</p> <p>&ldquo;이커머스 회사가 P/E 34배? 너무 비싼 거 아냐?&rdquo;</p> <p>저도 처음엔 그렇게 생각했어요. 근데 실적 자료를 파보니까 생각이 완전히 바뀌더라고요. 아마존은 이커머스 회사가 아니었습니다.</p>http://ratiertm.github.io/posts/palantir-pltr-stock-analysis-2026/Mon, 02 Feb 2026 00:00:00 +0000http://ratiertm.github.io/posts/palantir-pltr-stock-analysis-2026/<h1 class="relative group">팔란티어(PLTR) 주가 전망: AI 운영체제 선두주자, 지금 사도 될까? <div id="팔란티어pltr-주가-전망-ai-운영체제-선두주자-지금-사도-될까" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%ed%8c%94%eb%9e%80%ed%8b%b0%ec%96%b4pltr-%ec%a3%bc%ea%b0%80-%ec%a0%84%eb%a7%9d-ai-%ec%9a%b4%ec%98%81%ec%b2%b4%ec%a0%9c-%ec%84%a0%eb%91%90%ec%a3%bc%ec%9e%90-%ec%a7%80%ea%b8%88-%ec%82%ac%eb%8f%84-%eb%90%a0%ea%b9%8c" aria-label="앵커">#</a> </span> </h1> <p><figure><img class="my-0 rounded-md" loading="lazy" decoding="async" fetchpriority="low" alt="PLTR 팔란티어 주가 차트" src="../images/pltr-stock-chart.png" ></figure> </p> <p>팔란티어 주가가 고점 대비 27% 빠졌습니다. $207에서 $147로.</p>http://ratiertm.github.io/posts/salesforce-crm-stock-analysis-2026/Thu, 29 Jan 2026 00:00:00 +0000http://ratiertm.github.io/posts/salesforce-crm-stock-analysis-2026/<p><figure><img class="my-0 rounded-md" loading="lazy" decoding="async" fetchpriority="low" alt="세일즈포스 CRM 주가 분석" src="http://ratiertm.github.io/images/crm-stock-analysis.png" ></figure> </p> <p>세일즈포스 주가가 52주 최저가를 찍었습니다. $211.</p> <p>작년 고점 $349에서 무려 40% 빠졌어요. &ldquo;CRM의 시대가 끝난 건가?&rdquo; 하는 목소리도 들립니다.</p> <p>근데 말이죠. 저는 이 상황이 오히려 기회로 보여요.</p>http://ratiertm.github.io/posts/cloudflare-stock-analysis-2026/Thu, 29 Jan 2026 00:00:00 +0000http://ratiertm.github.io/posts/cloudflare-stock-analysis-2026/<h1 class="relative group">클라우드플레어(NET) 주가 40% 더 오를까? AI 시대 인터넷 인프라의 숨은 강자 <div id="클라우드플레어net-주가-40-더-오를까-ai-시대-인터넷-인프라의-숨은-강자" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%ed%81%b4%eb%9d%bc%ec%9a%b0%eb%93%9c%ed%94%8c%eb%a0%88%ec%96%b4net-%ec%a3%bc%ea%b0%80-40-%eb%8d%94-%ec%98%a4%eb%a5%bc%ea%b9%8c-ai-%ec%8b%9c%eb%8c%80-%ec%9d%b8%ed%84%b0%eb%84%b7-%ec%9d%b8%ed%94%84%eb%9d%bc%ec%9d%98-%ec%88%a8%ec%9d%80-%ea%b0%95%ec%9e%90" aria-label="앵커">#</a> </span> </h1> <p><figure><img class="my-0 rounded-md" loading="lazy" decoding="async" fetchpriority="low" alt="Cloudflare NET" src="http://ratiertm.github.io/images/NET-hero.jpg" ></figure> </p> <p>여러분, 인터넷 쓰면서 &ldquo;왜 이렇게 빨라졌지?&rdquo; 느낀 적 있으시죠?</p>http://ratiertm.github.io/posts/meta-stock-analysis-2026-undervalued-ai-megacap/Tue, 20 Jan 2026 00:00:00 +0000http://ratiertm.github.io/posts/meta-stock-analysis-2026-undervalued-ai-megacap/<h1 class="relative group">메타(META), AI 메가캡 중 가장 저평가된 종목? - 38% 상승 여력 분석 <div id="메타meta-ai-메가캡-중-가장-저평가된-종목---38-상승-여력-분석" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%eb%a9%94%ed%83%80meta-ai-%eb%a9%94%ea%b0%80%ec%ba%a1-%ec%a4%91-%ea%b0%80%ec%9e%a5-%ec%a0%80%ed%8f%89%ea%b0%80%eb%90%9c-%ec%a2%85%eb%aa%a9---38-%ec%83%81%ec%8a%b9-%ec%97%ac%eb%a0%a5-%eb%b6%84%ec%84%9d" aria-label="앵커">#</a> </span> </h1> <p>엔비디아 40배, 마이크로소프트 34배, 아마존 34배.</p>http://ratiertm.github.io/posts/smci-stock-recovery-analysis-2026/Tue, 20 Jan 2026 00:00:00 +0000http://ratiertm.github.io/posts/smci-stock-recovery-analysis-2026/<h1 class="relative group">슈퍼마이크로(SMCI), 60% 반등할까? - 폭락 후 회복 시나리오 분석 <div id="슈퍼마이크로smci-60-반등할까---폭락-후-회복-시나리오-분석" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%ec%8a%88%ed%8d%bc%eb%a7%88%ec%9d%b4%ed%81%ac%eb%a1%9csmci-60-%eb%b0%98%eb%93%b1%ed%95%a0%ea%b9%8c---%ed%8f%ad%eb%9d%bd-%ed%9b%84-%ed%9a%8c%eb%b3%b5-%ec%8b%9c%eb%82%98%eb%a6%ac%ec%98%a4-%eb%b6%84%ec%84%9d" aria-label="앵커">#</a> </span> </h1> <h2 class="relative group">주가가 85% 빠졌는데, 지금 들어가도 될까? <div id="주가가-85-빠졌는데-지금-들어가도-될까" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%ec%a3%bc%ea%b0%80%ea%b0%80-85-%eb%b9%a0%ec%a1%8c%eb%8a%94%eb%8d%b0-%ec%a7%80%ea%b8%88-%eb%93%a4%ec%96%b4%ea%b0%80%eb%8f%84-%eb%90%a0%ea%b9%8c" aria-label="앵커">#</a> </span> </h2> <p>2024년 3월, 슈퍼마이크로 주가는 118달러였어요. AI 서버 시장의 절대 강자였죠.</p>http://ratiertm.github.io/posts/apple-stock-analysis-2026-january/Tue, 20 Jan 2026 00:00:00 +0000http://ratiertm.github.io/posts/apple-stock-analysis-2026-january/<h1 class="relative group">애플(AAPL) 8% 급락, 지금이 매수 타이밍? - $4조 정점 이후 조정 완전 분석 <div id="애플aapl-8-급락-지금이-매수-타이밍---4조-정점-이후-조정-완전-분석" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%ec%95%a0%ed%94%8caapl-8-%ea%b8%89%eb%9d%bd-%ec%a7%80%ea%b8%88%ec%9d%b4-%eb%a7%a4%ec%88%98-%ed%83%80%ec%9d%b4%eb%b0%8d---4%ec%a1%b0-%ec%a0%95%ec%a0%90-%ec%9d%b4%ed%9b%84-%ec%a1%b0%ec%a0%95-%ec%99%84%ec%a0%84-%eb%b6%84%ec%84%9d" aria-label="앵커">#</a> </span> </h1> <p>애플 주가가 2주 만에 8%나 빠졌어요.</p>http://ratiertm.github.io/posts/nvidia-groq-acquisition-ai-inference-2026/Tue, 20 Jan 2026 00:00:00 +0000http://ratiertm.github.io/posts/nvidia-groq-acquisition-ai-inference-2026/<p>엔비디아가 200억 달러를 베팅했습니다. 대상은 AI 추론 칩 스타트업 Groq.</p> <p>&ldquo;AI 학습은 이미 독점했는데 또 뭘 사?&ldquo;라고 생각하실 수 있어요. 그런데 2026년부터 상황이 달라집니다. AI 업계에서 학습보다 추론이 더 큰 돈이 되기 시작하거든요.</p>http://ratiertm.github.io/posts/netflix-stock-analysis-2026/Sun, 18 Jan 2026 00:00:00 +0000http://ratiertm.github.io/posts/netflix-stock-analysis-2026/<h1 class="relative group">넷플릭스(NFLX) 주가 44% 상승 여력? 52주 최저가 근처에서 매수 기회 포착하기 <div id="넷플릭스nflx-주가-44-상승-여력-52주-최저가-근처에서-매수-기회-포착하기" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%eb%84%b7%ed%94%8c%eb%a6%ad%ec%8a%a4nflx-%ec%a3%bc%ea%b0%80-44-%ec%83%81%ec%8a%b9-%ec%97%ac%eb%a0%a5-52%ec%a3%bc-%ec%b5%9c%ec%a0%80%ea%b0%80-%ea%b7%bc%ec%b2%98%ec%97%90%ec%84%9c-%eb%a7%a4%ec%88%98-%ea%b8%b0%ed%9a%8c-%ed%8f%ac%ec%b0%a9%ed%95%98%ea%b8%b0" aria-label="앵커">#</a> </span> </h1> <p>넷플릭스 주가가 많이 빠졌어요. 작년 6월 $134까지 갔던 주가가 지금은 $88. 무려 34%나 하락했죠.</p>http://ratiertm.github.io/posts/amd-stock-analysis-2026/Thu, 15 Jan 2026 00:00:00 +0000http://ratiertm.github.io/posts/amd-stock-analysis-2026/<h1 class="relative group">AMD 주가 전망 2026: AI 시장의 숨은 수혜주 <div id="amd-주가-전망-2026-ai-시장의-숨은-수혜주" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#amd-%ec%a3%bc%ea%b0%80-%ec%a0%84%eb%a7%9d-2026-ai-%ec%8b%9c%ec%9e%a5%ec%9d%98-%ec%88%a8%ec%9d%80-%ec%88%98%ed%98%9c%ec%a3%bc" aria-label="앵커">#</a> </span> </h1> <p>AI 하면 무조건 NVIDIA만 떠올리시나요?</p> <p>지금 월가에서는 조용히 다른 종목에 주목하고 있어요. 바로 AMD입니다.</p>http://ratiertm.github.io/posts/microsoft-msft-earnings-preview-2026-january/Wed, 14 Jan 2026 00:00:00 +0000http://ratiertm.github.io/posts/microsoft-msft-earnings-preview-2026-january/<h1 class="relative group">Microsoft(MSFT) 실적 발표 D-14: AI 수익화 검증의 순간, 체크해야 할 5가지 <div id="microsoftmsft-실적-발표-d-14-ai-수익화-검증의-순간-체크해야-할-5가지" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#microsoftmsft-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-d-14-ai-%ec%88%98%ec%9d%b5%ed%99%94-%ea%b2%80%ec%a6%9d%ec%9d%98-%ec%88%9c%ea%b0%84-%ec%b2%b4%ed%81%ac%ed%95%b4%ec%95%bc-%ed%95%a0-5%ea%b0%80%ec%a7%80" aria-label="앵커">#</a> </span> </h1> <hr> <h2 class="relative group">오늘 주가 왜 빠졌지? <div id="오늘-주가-왜-빠졌지" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%ec%98%a4%eb%8a%98-%ec%a3%bc%ea%b0%80-%ec%99%9c-%eb%b9%a0%ec%a1%8c%ec%a7%80" aria-label="앵커">#</a> </span> </h2> <p>1월 14일, Microsoft 주가가 1.36% 하락했습니다. $470.67.</p>http://ratiertm.github.io/posts/nvidia-rubin-platform-investment-analysis-2026/Wed, 14 Jan 2026 00:00:00 +0000http://ratiertm.github.io/posts/nvidia-rubin-platform-investment-analysis-2026/<h1 class="relative group">엔비디아 Rubin 플랫폼, 토큰 비용 90% 절감? AI 투자자가 알아야 할 5가지 <div id="엔비디아-rubin-플랫폼-토큰-비용-90-절감-ai-투자자가-알아야-할-5가지" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-rubin-%ed%94%8c%eb%9e%ab%ed%8f%bc-%ed%86%a0%ed%81%b0-%eb%b9%84%ec%9a%a9-90-%ec%a0%88%ea%b0%90-ai-%ed%88%ac%ec%9e%90%ec%9e%90%ea%b0%80-%ec%95%8c%ec%95%84%ec%95%bc-%ed%95%a0-5%ea%b0%80%ec%a7%80" aria-label="앵커">#</a> </span> </h1> <p>CES 2026에서 엔비디아가 또 한 번 폭탄을 터뜨렸습니다. 바로 <strong>Rubin 플랫폼</strong>이에요.</p>http://ratiertm.github.io/posts/nvidia-rubin-platform-ai-investment-analysis-2026/Sun, 11 Jan 2026 00:00:00 +0000http://ratiertm.github.io/posts/nvidia-rubin-platform-ai-investment-analysis-2026/<h1 class="relative group">NVIDIA Rubin 플랫폼이 AI 투자 판도를 바꾸는 3가지 이유 <div id="nvidia-rubin-플랫폼이-ai-투자-판도를-바꾸는-3가지-이유" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#nvidia-rubin-%ed%94%8c%eb%9e%ab%ed%8f%bc%ec%9d%b4-ai-%ed%88%ac%ec%9e%90-%ed%8c%90%eb%8f%84%eb%a5%bc-%eb%b0%94%ea%be%b8%eb%8a%94-3%ea%b0%80%ec%a7%80-%ec%9d%b4%ec%9c%a0" aria-label="앵커">#</a> </span> </h1> <p>CES 2026에서 젠슨 황이 Rubin 플랫폼을 발표했을 때, 저는 솔직히 &ldquo;또 신제품이네&rdquo; 정도로 생각했어요.</p>