Following discussions on AI and the economy, you sometimes sense the spirit of the times that numbers and indicators alone cannot reveal. This video is full of humor, yet it also seems to reflect our hopes for technological innovation and our imagination for the future. The nature of value and the preservation of wealth may also be quietly evolving. https://t.co/JvsDcBcT7X

As we enter the AI era, memory is increasingly establishing itself as a foundational pillar of the semiconductor industry. The focus going forward will likely shift to competition that encompasses not only mass production but also quality, reliability, and power efficiency. We aim to quietly observe the trends in the memory market as we look toward 2028. #AI #Semiconductor #Memory

Perhaps what comes after AI is a trusted authentication infrastructure 🔐 Palmar vein authentication. From an era of managing passwords to one where the person themselves becomes the authentication key. I felt like I caught a glimpse of the future 🌿✨

Regarding Palantir: We may need to distinguish between a “great business” and a “great investment.” The company’s growth is impressive. But the stock price already reflects significant expectations. That’s why I feel valuing companies in the AI era is profoundly complex. 📈🌿 #PLTR #AI

When thinking about Palantir, it seems more accurate to view it not as an AI company, but as a company that implements AI in real-world operations. The most important point in this article is “AI Sovereignty”— not just using AI, but who controls the data and the decisions. This is where I felt the true value lies. 📈🌿 #PLTR #AI

When thinking about NVIDIA, the evaluation may differ significantly depending on whether you view it as a GPU manufacturer or as the core of the AI ecosystem. Anthropic, OpenAI, Physical AI, open-source AI. It may also be important not just to consider the technology itself, but how much value accumulates around it. 📈🤖🌿 #NVDA #AI

What’s striking is that it’s not only being recognized as the star of the AI boom, but also for addressing next-generation infrastructure challenges like power consumption and data centers. Beyond technological innovation, the perspective of generating greater value from limited resources may be key to future competitiveness. 📈💡🌿 #NVDA #NVIDIA #AI

1/5 I finished reading the analysis article on Tesla. What stood out to me wasn’t the bullish or bearish arguments, but the distinction made between “value creation” and “time horizon.” It’s not about whether Tesla will succeed, but how quickly it will succeed.

I've updated the note. Alongside the soft hues of petunias, I quietly marked the beginning of the season. A single line of haiku resonated beautifully with the morning light: “Seasons rise in grains of light—petunias at dawn” https://t.co/x2S3bSOUJ5 #Petunia #Haiku #ObservingTheSeasons https://t.co/WV1DeAzyOH

I’ve quietly read through this. The price movement this period appears to mirror the spring 2020 rally, giving me a sense that market rhythm is beginning to stabilize once again. It’s time to observe the “flow” behind the numbers. From a long-term perspective, there are indeed early signs of a quiet bull trend. #Bitcoin #Cryptocurrency #MarketCycle