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프로필 사진은 1984년 셜록 홈즈 TV 시리즈에서 닥터왓슨을 연기한 Edward Hardwicke

Joined March 2010
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블로그에서 인용한 책들의 목록을 정리해 보았다 economicview.net/86763/
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열악한 배달노동자의 삶을 외면한 채 왜곡된 배달노동자의 일상을 다룬 공익광고를 만든 중국 관영TV 해프닝 youtu.be/gUsGzZoNo7s?si=xXV0…
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인버스ETF 근황
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Economic View retweeted
The Semiconductor Value Chain The Semiconductor Value Chain — simplified 👇 🧠 Fabless Chip Designers Design the chips, don’t manufacture them. Examples: NVIDIA, AMD, Qualcomm, Broadcom, Apple. 🏭 Foundries Manufacture the chips. Examples: TSMC, Samsung, UMC, GlobalFoundries. 📦 Testing & Packaging Test and assemble finished chips. Examples: ASE, Amkor, Teradyne, Advantest. 🛠 Equipment Makers Build the machines that make chips. Examples: ASML, Applied Materials, Lam Research, KLA. 🧪 Raw Materials & Components Provide wafers, chemicals, optics, specialty materials. 🏢 IDMs (Integrated Device Manufacturers) Design + manufacture their own chips. Examples: Intel, Micron, Texas Instruments, SK Hynix.
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BREAKING: Iran is telling vessels that they are closing the Strait of Hormuz, per Reuters. Over 20% of global oil supply is potentially coming to a halt.
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Economic View retweeted
Today was a CRAZY day in the AI space. Morning - Anthropic CEO Dario Amodei refused to work with the Pentagon because they wanted to use Claude for mass surveillance and autonomous killer robots. Afternoon - OpenAI’s Sam Altman came out in support saying, “For all the differences I have with Anthropic, I mostly trust them as a company and I think they really do care about safety.” Evening - President Trump banned Anthropic from every federal agency in the United States government. Night - Sam Altman flipped. OpenAI submitted a bid to replace Anthropic and officially reached a deal with the Pentagon.
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Recent Layoff Announcements: 1. US Government: 300,000 employees 2. UPS: 78,000 employees 3. Amazon: 30,000 employees 4. Intel: 25,000 employees 5. Nissan: 20,000 employees 6. Nestle: 16,000 employees 7. Microsoft: 15,000 employees 8. Bosch: 13,000 employees 9. Verizon: 13,000 employees 10. Dell: 12,000 employees 11. Accenture: 11,000 employees 12. Ford: 11,000 employees 13. Novo Nordisk: 9,000 employees 14. Microsoft: 7,000 employees 15. PwC: 5,600 employees 16. Dow Chemical: 4,000 employees 17. Block: 4,000 employees 18. Salesforce: 4,000 employees 19. Lufthansa: 4,000 employees 20. Tyson: 3,200 employees 21. IBM: 2,700 employees 22. American Airlines: 2,700 employees 23. Paramount: 2,000 employees 24. Target: 1,800 employees 25. ConocoPhillips: 1,700 employees 26. General Motors: 1,700 employees 27. Applied Materials: 1,444 employees 28. Mastercard: 1,400 employees 29. Kroger: 1,000 employees 30. Meta: 1,000 employees The big question: What % of these jobs cuts are due to AI?
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🚨Has the South Korean market gone TOO FAR? Foreign investors dumped a record 6.8 trillion won ($4.7 billion) of South Korean stocks on Friday, the largest single-day selloff EVER. This comes after the KOSPI surged +170% since its April low and +50% YTD, driven almost entirely by Samsung and SK Hynix. The index soared past the 6,000 level this week, just a month after surpassing 5,000, before falling -1% on Friday. Will we see more investors rushing to the exit?
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두 기사를 예쁘게 모아서 박제
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Economic View retweeted
Samsung Electronics became the first South Korean company to top $1 Trillion in market cap
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