Today's market is... the whole country is falling apart.
I think everyone who holds any stock is having a hard time.
As I've been saying, it seems like we are definitely in an oversold state. So what? ㅎㅎ(Just saying that...ㅠㅠ)
Going through this market makes me humble again. (Amen)
Lately, I've been feeling that the stock market is getting harder and harder.
In the past, we had to worry about how to predict human greed, but now we have to look at everything from human greed to programs that predict it, and even the movement of derivative products. I wonder if this market has become too complex for human ability alone.
Hesitating and hesitating, today's stock price will be left to the "god" each person relies on - personally, I entrust it to "time". If you lack faith, I recommend looking up Mr. John Lee on YouTube ㅎ
Today, I want to try thinking about "investment thoughts" to get rid of the thought of evaporated valuation for those who are stuck on the floor with their bellies glued to the ground.
I think there is no disagreement that AI will become an essential commodity in industries like water and air, whether you are a bull or a bear.
So what are the essentials for AI? I think a few things can be listed: AI devices, semiconductors, communications, electricity (energy), batteries, data centers, etc. Among these, the most straightforward and simplest from an investment perspective is the data center, which can be simply compressed into a "token" generator.
In a way, a "data center" is similar in structure to a Bitcoin "mining farm," but while a Bitcoin mining farm sells mined bitcoins, a data center sells "mining capacity" itself. What I want to do?
Ultimately, investing in this data center aligns with the purpose of making "money work" for you.
Today's question mark is what investment methods can be applied here. The most intuitive investment method would be to buy data center GPUs with your own money and put your name tag on them, but this isn't possible right now. Buying shares of a data center company is very common and easy, but it's also susceptible to losses in a market downturn like the one we are experiencing now. There's also the risk of losing money if there are problems with the company's capabilities or management, so it may not be the perfect investment.
If you could directly invest in "data centers" being built domestically, like the Shinan County solar power pension, it wouldn't be a bad idea to try it once. The most optimal way to invest in this "token," as I see it, is a structure where GPUs are allocated proportionally to investment funds and investors receive an amount corresponding to the "tokens" generated by those GPUs.
When the concept develops to this extent, we may enter an era where "tokens" are used like currency. Whether it's a typhoon or a whirlwind, I feel a thirst for safer and more certain investment returns while watching the stock market sway easily in the wind.
May your night be peaceful, and may your investments receive their due reward in the future.
