Alis's Substack
Alis volat propriisMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 3 | Founded | 8 months ago | Last Issue | 2 months ago |
| Active | Language |  Korean | |||
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alisvolatprop12.substack.comLatest Issues
시타델 시큐리티스, 주식 대량 거래 확대로 은행권에 도전장
이번 달에 발표된 제이미 다이먼 JPMorgan Chase & Co. 회장의 주주 서한은 약 25,000단어에 달합니다. 월스트리트가 그중에서도 특히 주목한 두 단어는 바로 “Citadel Securities”였습니다.
미국 최대 은행의 CEO가 연례 서한의 치열한 경쟁 부문에서 이 마켓 메이커를 직접 언급한 것은 매우 이례적인 일입니다. 이는 시타델 시큐리티스가 헤지펀드, 자산운용사, 연기금 등을 대상으로 하는 주식 블록...
젠슨 황: NVIDIA의 기술적 우위와 가속 컴퓨팅 비전
챕터 1: 전자에서 토큰으로: 소프트웨어 상품화 시대의 엔비디아
Dwarkesh Patel (이하 파텔): 사람들은 인공지능(AI)이 소프트웨어를 범용 상품화(commoditize)[^1]할 것이라고 예상하고 있기 때문에, 우리는 수많은 소프트웨어 기업들의 시가총액이 폭락하는 모습을 목격해 왔습니다. 그리고 이 상황을 다소 순진하게 바라보는 관점도 존재합니다. “엔비디아(NVIDIA)는 그저 GDSII 파일[^2]을...
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