Chapter 903 – Giant Hunter
General shareholders’ meeting.
It is an important event that determines the value of a company.
Sometimes it shakes up the market.
This is because it serves as a barometer of the real economy.
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『Role of each American company』
Home Depot: Interior Products
Lowe’s: Home Improvement
Target: Ultra-low-cost retail chain
Walmart: 60% of food ingredients are consumer staples
TJ Companies: Dropping unsold department store items
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What if the company’s stock price is good?
It means that the economy in the sector is active.
Based on that, you can learn many things.
The company receiving the most attention in the market recently is:
〈Hello.〉
CEO Lee Chan-wook comes up to the podium.
A single word of greeting attracts the attention of the audience.
Hello.
Although Powell decorated the FOMC with his favorite greeting.
“Doesn’t your complexion look good?”
“I don’t know…”
“Damn, the psychology of the AI market can be determined by a single word from Lee Chan-wook.”
Currently, he is Lee Chan-wook’s regular ambassador.
Many CEOs and fund managers are likely to be upset.
AI market.
You can’t know what’s ahead.
Not only the size of the market, but also whether it is real.
〈AI, AI, AI. I can’t stress this enough. The future cannot live without AI.〉
I know that.
Predicted value.
It calculates more accurately than any other institution.
This is why we cannot help but pay attention to Lee Chan-wook’s mouth.
What comes out of this conference call.
“Is this good news?”
“He’s so calm…”
“Isn’t this said as a courtesy?”
No, nuance must be considered.
There may be hidden hints to observe the industry.
Tension.
It is a market where hundreds of trillions of won are at stake.
It is natural that the atmosphere at the venue is tense.
“It’s a cliché story. The market outlook was revealed in NVIDIA’s conference call. What we want to know is simply whether AI will make money.”
An investor asks an open question.
This is to elicit a reaction from Lee Chan-wook.
Even the slightest hesitation is merciless.
This is because the market is infinitely cold and cruel.
〈For that point, please look at the PPT we have prepared before answering.〉
Answer confidently.
As if I knew it.
No, as if it was nothing special.
Gulp!
The person who pushed him is rather embarrassed.
I had great confidence in AI.
─Buy order has been fulfilled!
─Buy order has been fulfilled!
─Buy order has been fulfilled!
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It’s worth the warm breeze.
AI is a new technology that will lead the times.
〈 Clench your teeth, strongest. My weakest point is that it hurts a little.〉
The contents.
It exceeds investors’ expectations.
It was natural for the chairman to change suddenly again.
〈 This is a tree diagram from a list of banned books on magic.〉
“”…””
Story.
It’s not that I don’t understand.
I have a rough idea of what the situation is.
The head just rejects it.
Even if it goes beyond imagination, there is a degree.
“Amy.”
“Sell everything, you bastard!”
“Yes, yes. Please accept orders to sell panties as well.”
It is accepted as bad news.
I prepared the presentation as a joke.
It feels that way.
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『Tree Diagram』
1. Academy City’s supercomputer.
2. It is the world’s best ultra-parallel computing absolute simulator.
3. Since the movement of each air molecule on Earth can be accurately predicted, Academy City’s weather forecast is treated as a confirmation rather than a “Forecast.”
±——————————————–
No.
Not so.
The explanation continues in a very serious tone.
〈This is a supercomputer that appears in cartoons. By simulating a virtual Earth, we create a perfect, infallible weather forecast.〉
It’s a science fiction cartoon.
The setting is also absurd.
There are many problems with scientific verification.
It is impossible to achieve this in reality.
It seems so absurd.
“Are you kidding me?!”
“It’s a good place to tell a joke…”
〈It’s not a joke.〉
“”?!!””
It is possible.
I am not saying this in vain.
Although it may be playful, I have never played a prank.
Supercomputer.
This is because it is the most basic use of artificial intelligence.
〈It is possible if you have Nvidia’s H100. Creating a virtual Earth is not a dream as long as computing power is secured.〉
Existing computers are impossible.
There is a lot of information to process, but it is too much.
Era.
The performance of individual GPU has increased.
Software performance has also improved dramatically.
〈The AI era has just begun. It is already nonsense to consider productivity. But we’ve already seen what it can do.〉
It is technically possible.
The only problem was the cost and manpower involved.
H100 solves everything.
A real ‘innovation’ that will completely change the lives of mankind.
“”Waaaaa~!!””
It is visible.
It’s not the distant future.
The 21st century gold rush has already begun.
A question that was almost impossible to answer was answered brilliantly.
Rather, it is created as an opportunity.
〈There is no need to worry about marketability. All you have to do is worry about what to do. The first thing we lack is investment, and the second is NVIDIA chips.〉
People in the venue.
So much so that you want to buy Nvidia without even realizing it.
I even prepared a plan.
It is not a blueprint, but a perfect answer.
“Can HBM3’s transition to advanced processing be accomplished early?”
“They say they are holding on tight to Korean companies…”
“No way, we planned it a year in advance.”
Nvidia chip.
The most important part is HBM.
To be exact, you need the latest model, HBM3.
It is difficult to secure.
This is because among the three DRAM companies, only SQ Technics can make it.
〈 Numerous companies are already preparing. The AI ecosystem centered around NVIDIA will change the world once again.〉
It takes at least several months, and at most several years.
In order to increase production.
It has been done.
It is a management intervention that can be said to be ideal for an activist fund.
Match! Match! Mate!
Clap! Clap clap clap!
Everyone present has no choice but to acknowledge it.
Who are the losers in the AI era?
“It’s crazy. It’s completely crazy.”
“It’s not just SQ Technics. There must be more than one company in the ecosystem, so who knows?”
“It’s ridiculous.”
Made.
Played.
Just like a conductor leading an orchestra.
Of course, it involves risk.
I’m afraid to even think about what will happen if I fail.
─Buy order has been fulfilled!
─Buy order has been fulfilled!
─Buy order has been fulfilled!
．
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．
It also comes with a return.
Change.
I hesitate because it is too slow.
Metaverse, like NFT, may go out in an instant.
The market has not even been properly created.
“Just buy everything!”
“Starting with Nvidia, all related stocks are covered in a full course…”
“Increase the stake in CW Securities. Immediately.”
Much faster than expected.
Whether it’s bread or oatmeal, the results are certain.
Expectation.
It deserves to be made.
It was obvious that if we didn’t invest, we would fall behind.
* * *
News.
It is known for its fast speed.
No, the fact that so many people are watching.
〔American Stock Gallery〕
─Official) CW Securities overtakes Berkshire Hathaway
─It worked because I prepared everything
─CW Securities conference call summary. Txt
─It would be great if they sold it all for a lot of money haha
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It’s natural.
Even Korean investors wait until dawn to watch conference calls of large corporations.
─It would be great if they sold it all for a lot of money haha
[Frog holding a bamboo spear meme. Jpg]
If you’re really a bitch, then you’re screwed
└Why is the eomageum coming out? ㅅㅂ
└I didn’t cheat, I lived
└Oh fuck, just sleep
└The people who couldn’t sell because they were embarrassed were the winners. LOL
Moreover, CW Securities.
Chanwook Lee is the representative.
It is also a leader in the AI era.
Must see.
It is a barometer of the future market.
I was paying attention for various reasons.
─CW Securities conference call summary. Txt
Hello (+1%)
Eomageum (-10%)
Tree diagram (-6.5%)
Virtual Earth Simulation (-3%)
NVIDIA Ecosystem (+2%)
HBM Preparation (+10%)
Thank you (+20%)
└The Nasdaq was also shaking like crazy haha
└If CW Concall fails, AI will also fail…
└It’s so fucking MZ
└It was almost like a Teslabot haha
Unimaginable results emerge.
It is a big controversy in many ways.
AI.
It is not a scam.
That it can truly bring about innovation.
─It worked because I prepared everything
Collaborating with companies
They said production was increasing
If it fails, the risk is big, but it should be seen as foresight
└That’s why the candlestick burst today
└Because I have a lot of shares in many companies, I can do anything.
└AI will only rise for a while
└We live in the era of Lee Chan-wook!
I showed it.
I invested in advance.
No, we are leading the industry.
It is only natural that Lee Chan-wook’s position will grow.
To the extent that it cannot be compared to anyone else.
─Official) CW Securities overtakes Berkshire Hathaway
[CW Securities market capitalization capture. Jpg]
[Berkshire Hathaway market capitalization capture. Jpg]
Market capitalization surpasses Berkshire Hathaway with today’s surge
There is no room for disagreement with the recent performance
└Sonmen
└(Praying Dumpling Cone)
└ㅁㅊ Is it 7th in U.S. Market capitalization?
└You can say that Lee Chan-wook is now at the top of Wall Street
It becomes the world’s best hedge fund.
