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@memorynote_

๐Ÿ”ซ ์ธ์‚ฌ์ดํŠธ ๋‚˜๋ˆ„๋Š” ์‹œ๊ฐ„ ๋„๋‘‘ โšกTech ยท Shipbuilding ยท Energy | PLTR ยท TSLA ยท XOM ยท BKR ยท FTI ๐Ÿ—ฝ Energy Boom is coming..

Se uniรณ Temmuz 2019
1.5K Siguiendo1.9K Seguidores
Gang
Gang@memorynote_ยท
@LiON03641573 ์ €๋„ ์†Œ์šฐ์ฃผ๋ž‘ ์œ ํฌ๋ฆฌ์•„๊ฐ€ ์ œ์ผ ์ข‹๋”๋ผ๊ตฌ์š” ๐Ÿฅท๐Ÿ‘
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๋Š˜ํ’ˆ
๋Š˜ํ’ˆ@LiON03641573ยท
BTS๊ณต์—ฐ ๋ง‰๊ณก์„ โ€˜์†Œ์šฐ์ฃผโ€™๋ฅผ ํ•ด์ฃผ๋„ค.. Answer : Love Myself ๋ž‘ ์ ค ์ข‹์•„ํ•˜๋Š” ๊ณก์ธ๋ฐ. ์ง€๋ฏผ ์Œ์ƒ‰์€ ๋ช…๋ถˆํ—ˆ์ „์ด๋„ค.๐Ÿ˜ ์ž˜ ๊ฐ์ƒํ–ˆ์Šต๋‹ˆ๋‹ค.๐ŸŽถ๐ŸŽต๐ŸŽค
๋Š˜ํ’ˆ tweet media
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Gang@memorynote_ยท
@EthanYoon13 @only01clair ๋Œ€ํ™”๋กœ ์ž˜ ํ’€์–ด์„œ ๋‹คํ–‰์ž…๋‹ˆ๋‹ค ใ…Žใ…Ž
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์œค์จํ‹ฐโšก๏ธ
ํ† ์š”์ผ๋ฐค์€ ์ž˜ ๋ณด๋‚ด์‹œ๊ณ  ๊ณ„์‹œ๋‚˜์š”? ์™€์ดํ”„๋ž‘ ๋งฅ์ฃผ ํ•œ ์ž”ํ•˜๊ณ  ์ง‘์— ๋Œ์•„์™”์Šต๋‹ˆ๋‹ค. ๋งฅ์ฃผ ๋งˆ์‹œ๋ฉด์„œ ์™€์ดํ”„๊ฐ€ X๊ฐ€ ๊ทธ๋ ‡๊ฒŒ ์žฌ๋ฐŒ๋ƒ๊ณ  ๋ฌผ์–ด๋ณด๋„ค์—ฌ ใ…‹ใ…‹ใ…‹ ๊ทผ๋ฐ ๊ทธ ๋ฌผ์–ด๋ณธ ์˜๋„๊ฐ€ ํฐ ๋ถ™์žก๊ณ  ์‹œ๊ฐ„ ๋‚ ๋•Œ๋งˆ๋‹ค Xํ•˜๊ณ  ์žˆ์œผ๋‹ˆ ๋ณด๊ธฐ๊ฐ€ ๊ทธ๋ ‡๊ฒŒ ์ข‹์ง€ ์•Š์•˜๋‚˜๋ด…๋‹ˆ๋‹ค.. ๊ทธ๋ž˜์„œ ์‹œ์›ํ•˜๊ฒŒ ํ•  ์–˜๊ธฐ ๋‹ค ํ•˜๊ณ  ๋ฉ”๋กœ๋‚˜ ๋จน์œผ๋ฉด์„œ ์ง‘์— ๋Œ์•„์™”์Šต๋‹ˆ๋‹ค. ์†ŒํŒŒ์— ์•‰์•„ ๊ณฐ๊ณฐํžˆ ์ƒ๊ฐํ•ด๋ณด๋‹ˆ Xํ•œ๋‹ค๊ณ  ์™€์ดํ”„ํ•œํ…Œ ์‹ ๊ฒฝ์„ ๋œ ์“ด๊ฑฐ ๊ฐ™๋”๋ผ๊ตฌ์š”.. ์˜ค๋Š˜๋งŒํผ์€ ์™€์ดํ”„๋ž‘ ์ข€ ๋†€์•„์•ผ๊ฒ ์Šต๋‹ˆ๋‹ค๐Ÿ˜ƒ ๋‹ค๋“ค ์ข‹์€ ๋ฐค ๋˜์‹œ๊ณ  ํ˜น์‹œ ์ €๊ฐ™์€ ์ผ€์ด์Šค๊ฐ€ ์žˆ์œผ์‹œ๋‹ค๋ฉด ์™€์ดํ”„๋ถ„์ด๋‚˜ ์• ๊ธฐ๋“คํ•œํ…Œ ์‹ ๊ฒฝ์„ ๋œ ์จ์คฌ๋Š”์ง€ ํ•œ๋ฒˆ ๋Œ์•„๋ณด๋Š” ๊ณ„๊ธฐ๊ฐ€ ๋ฌ์œผ๋ฉด ์ข‹๊ฒ ๋„ค์š”~~
์œค์จํ‹ฐโšก๏ธ tweet media์œค์จํ‹ฐโšก๏ธ tweet media์œค์จํ‹ฐโšก๏ธ tweet media
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Gang@memorynote_ยท
ํŽœํƒ€๊ณค ์˜คํ”ผ์…œ ๋‚˜์™”๋„ค์š” ๐Ÿฅท๐Ÿ‘๐Ÿ‘ ํŒ”๋ž€ํ‹ฐ์–ด ๋ฉ”์ด๋ธ ์‹œ์Šคํ…œ '๋ฏธ ๊ตญ๋ฐฉ๋ถ€ ๊ณต์‹ ๊ธฐ๋ก ํ”„๋กœ๊ทธ๋žจ์œผ๋กœ ์Šน๊ฒฉ' $PLTR
Trade Whisperer@TradexWhisperer

$PLTR The Pentagon plans to officially adopt Palantirโ€™s Maven AI system (also called Maven Smart System) as a core US military system, designating it an official โ€œprogram of record.โ€ In a March 9 memo/letter from Deputy Secretary of Defense Steve Feinberg to senior Pentagon leaders and military commanders, the department emphasized embedding Maven to give warfighters tools to โ€œdetect, deter, and dominate adversaries in all domains.โ€ Oversight shift: Mavenโ€™s management will move from the National Geospatial Intelligence Agency to the Pentagonโ€™s Chief Digital and Artificial Intelligence Office (led by Cameron Stanley) within 30 days; future contracting will be handled by the Army. What Maven does: Itโ€™s a command-and-control AI platform that ingests vast battlefield data (satellites, drones, radars, sensors, intelligence reports) to automatically identify threats/targets like enemy vehicles, buildings, and weapons stockpiles. It accelerates intelligence analysis and supports weapons targeting (already used in thousands of targeted strikes, including recent operations against Iran). Timeline: Expected to take effect by the end of the current fiscal year (September 2026). Strategic impact: As a program of record, Maven will gain stable long-term funding and easier adoption across all military branches, making AI-enabled decision-making a cornerstone of US strategy. It evolved from the 2017 Project Maven (initially for drone imagery). Quote from Feinberg: โ€œIt is imperative that we invest now and with focus to deepen the integration of artificial intelligence (AI) across the Joint Force and establish AI-enabled decision-making as the Big win for Palantir: Builds on prior contracts (e.g., up to $1.3B and a $10B Army deal); has helped drive the companyโ€™s stock surge and ~$360B market value. Palantir and the Pentagon declined immediate comment.

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Gang
Gang@memorynote_ยท
@Jamiee1637 @P_milk ํ•˜ํ•„ ๋‹ค๋ฅธ ๋„์‹œ๋ณด๋‹ค ๋ฌผ๊ฐ€ ๋น„์‹ผ ๋‰ด์š•๊ฐ€์„œ ๋” ์ฒด๊ฐ๋˜์…จ์„๊ฑฐ ๊ฐ™์Šต๋‹ˆ๋‹ค ใ… ใ…  ๋‹ด๋‹ฌ ์ €๋„ ๋ฏธ๊ตญ๊ฐ€์•ผํ•˜๋Š”๋ฐ ํ™˜์œจ ๋งˆ์Œ ์•„ํ”Œ๊ฑฐ ๊ฐ™์Šต๋‹ˆ๋‹ค ๐Ÿ˜‡
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Jaesla
Jaesla@Jamiee1637ยท
๋‰ด์š• ํ›„๊ธฐ ๋‹ฌ๋Ÿฌ ์› 1500์›์ด ์ง„์งœ ๋ถ€๋‹ด์Šค๋Ÿฝ๋‹ค ์ƒ๊ฐํ•ด๋ณด๋ฉด 5๋…„์ „์ด 1100์›์ฏค์ด์—ฟ๊ณ  2020๋…„์ „์—๋Š” 1000์›๋Œ€๋„ ์žˆ์—ˆ๋‹ค. 1500์›์ด ๋˜๋‹ˆ๊นŒ ๊ทธ๋ƒฅ ๋‚ด๊ฐ€ ๋ชป์‚ด์•„์ง€๋Š”๊ฑฐ๊ณ  ํ•œ๊ตญ์ด ๋ชป์‚ด์•„์ง€๋Š”๊ฒŒ ๋„ˆ๋ฌด ์ฒด๊ฐ์ด๋ฌ๋‹ค. ์Šคํƒ€๋ฒ…์Šค์—์„œ ์•„์‚ฌ์ด ๋ฆฌํ”„๋ ˆ์…” ๊ทธ๋ž€๋ฐ 8๋‹ฌ๋Ÿฌ์งœ๋ฆฌ ๋งˆ์‹œ๋ฉด 12000์›์ด๋‹ค (ํŒ๋ณด๋‹ค ์ด๊ฒŒ ๋” ์ถฉ๊ฒฉ) ๊ทธ๋ƒฅ ์›ํ™”๊ฐ€์น˜๊ฐ€ ๊ฐœ๋ฐ•์‚ด์ธ๊ฑฐ ๋А๋ผ๊ณ ์™”๋‹ค ๋‹ด์ฃผ๋ถ€ํ„ฐ ์›ํ™”์ฑ„๊ตดํ•˜๋Ÿฌ ๊ฐ€์•ผ๋˜๋Š”๋ฐ ํ˜„ํƒ€์˜ฌ๊บผ๊ฐ™๋‹ค #๋‹ฌ๋Ÿฌ์›
Jaesla tweet media
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Gang@memorynote_ยท
@sylvan_work ์•„์‰ฝ๊ฒŒ๋„ ์ •์ƒํ™”๊นŒ์ง€ ์•„์ง ํ•œ์ฐธ ๋ฉ€์—ˆ์Šต๋‹ˆ๋‹ค ๐Ÿฅท๐Ÿ’ฆ
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์‹ค๋ฐ˜@sylvan_workยท
@memorynote_ ์ด์ œ ์›์œ  ์ข€ ์•ˆ์ „ ๋˜๋ ค๋‚˜์š”?
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Gang@memorynote_ยท
๊ทธ๋‚˜๋งˆ ์ข‹์€ ์†Œ์‹ ํ•˜๋‚˜! ์ด๋ž€๊ณผ ํ•ฉ์˜ ํ•˜์— ํ†ต๊ณผํ•˜๋Š” ์„ ๋ฐ•์ด ์ฆ๊ฐ€ํ•  ์ˆ˜๋„? ํ˜„์žฌ๊นŒ์ง€ ์ค‘๊ตญ, ์ธ๋„, ํŒŒํ‚ค์Šคํƒ„, ํ„ฐํ‚ค ๋“ฑ ์ผ๋ถ€ ์„ ๋ฐ• ํ†ต๊ณผ ํ—ˆ์šฉ ๋ฐ›์•˜๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค ๐Ÿ˜‰
Gang tweet media
์–ธ์„ฑ์žฌ@ETH_MAXER

@memorynote_ ์•„ ์ด์ œ ๋งคํฌ๋กœ ํ˜ธ์žฌ๋„ ์ข€ ์ฃผ๋ผโ€ฆ.. ใ…œใ…œ

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๋ผํŒŒ์—˜
๋ผํŒŒ์—˜@rafaaaelllllllยท
Palantir AIPCon9์—์„œ Mixology Clothing CEO Jordan Edwards๊ฐ€ ๊ณต์œ ํ•œ ์‹ค์ œ ์‚ฌ์—… ๊ตฌ์› ์Šคํ† ๋ฆฌ ๐Ÿ”ฅ โ€œ2025๋…„ Q3 ๋ง, ํšŒ์‚ฌ ์ตœ์•…์˜ ํ•ด๋ฅผ ๋งž์„ ๋ป”ํ–ˆ์Šต๋‹ˆ๋‹ค. P&L ๋ถ„์„ํ•˜๋‹ค ๋น„์ˆ˜์ต ๋ธŒ๋žœ๋“œ๋ฅผ ์ •๋ฆฌํ•ด์•ผ๊ฒ ๋‹ค๊ณ  ๊ฒฐ์‹ฌํ–ˆ๋Š”๋ฐ, ๊ตฌ๋งคํŒ€์ด โ€˜ํŒจ์…˜์„ ์œ„ํ•ด ์‹ธ์šฐ์žโ€™๋ฉฐ ๊ฐ•ํ•˜๊ฒŒ ๋ฐ˜๋Œ€ํ–ˆ์ฃ . Palantir AIP Analyst์—๊ฒŒ โ€˜๊ฐ€์žฅ ๋ˆ ๋งŽ์ด ์žƒ๋Š” ๋ธŒ๋žœ๋“œ๋Š” ๋ญ์•ผ?โ€™๋ผ๊ณ  ๋ฌผ์—ˆ๋”๋‹ˆ, ๋ฐ์ดํ„ฐ๊ฐ€ ์ œ ์ƒ๊ฐ๊ณผ ์ •ํ™•ํžˆ ์ผ์น˜ํ–ˆ์Šต๋‹ˆ๋‹ค. ํŒ€์›๋“ค์ด โ€˜์ด๊ฑด ๋‚ด ์˜๊ฒฌ์ด ์•„๋‹ˆ๋ผ ์‚ฌ์‹ค์ด๊ตฌ๋‚˜โ€™ ํ•˜๊ณ  ๋ฐ”๋กœ ์ˆ˜๊ธํ•˜๋ฉด์„œ ์ •๋ฆฌ ์ง„ํ–‰. ๊ทธ ๊ฒฐ๊ณผ 2026๋…„ 1์›”, ๋ฐ๋‹˜ ๋ถ€์„œ์—์„œ ๋‹จ์œ„๋‹น -$9 โ†’ +$9 (17.8% ๋งˆ์ง„ ์Šค์œ™!)์„ ๋‹ฌ์„ฑํ–ˆ์Šต๋‹ˆ๋‹ค. ํšŒ์‚ฌ ์—ญ์‚ฌ์ƒ ๊ฐ€์žฅ ๋น ๋ฅด๊ณ  ํฐ ๊ฐœ์„ ์ด์—ˆ์–ด์š”. ๋งˆ์ง€๋ง‰์— โ€˜Palantir ์ •๋ง ๊ฐ์‚ฌํ•ฉ๋‹ˆ๋‹ค!โ€™ ํ•˜๋ฉด์„œ, ๊ตฌ๋งคํŒ€์ด ์“ฐ๋Š” OSDK React ์•ฑ๋„ ์ง์ ‘ ๋งŒ๋“ค์—ˆ๋‹ค๊ณ  ํ•˜๋„ค์š” ๐Ÿ’ช ์ด๋Ÿฐ ์‹คํ™” ์†Œ๋ฆ„ ๋‹๋Š”๋‹คโ€ฆโ€
Jordan Edwards@JordanEdwards7

To be clear, the AIPCon9 demo isolated a real life moment at the end of Q3 2025. We were on a collision course for our worst year ever. I was reading our dept. level P&Lโ€™s. It was clear we needed to cut non-performing brands. My fashion buyers felt differently. โ€œFighting for the fashionโ€ as they put it. I said. โ€œFight for the profit, it will pay for the fashion.โ€ We didnโ€™t have alignment. That was until I pulled up AIP Analyst and asked it plainly, โ€œwhat brands are losing us the most money.โ€ It matched my sentiments exactly. It was like the Claritin clear eyes commercial: my buyers saw clearly for the first time that this wasnโ€™t my opinion, it was a fact. We made the cuts. We came back to AIP analyst at the end of January 2026. โ€œHow are we performing now.โ€ January 2025 vs. 2026: 17.8% margin swing! Losing ~$9 to making $9 per unit in our denim dept. Our biggest margin swing in the shortest time, ever. Thanks @PalantirTech ! Dozens of individual buying decisions in Q4 all run through a OSDK react app we built for better buying (with zero FDEโ€™s). More to the story, but this is some more color.๐Ÿ’ช๐Ÿฝ

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Gang@memorynote_ยท
@sylvan_work ์ €์žฅํ•ด๋‘˜๊ฒŒ์š” ๐Ÿฅท๐Ÿ‘
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์‹ค๋ฐ˜@sylvan_workยท
@memorynote_ ๊ธฐํšŒ๊ฐ€ ๋˜์‹œ๋ฉด ๊ผญ ๊ฐ€๋ณด์‹œ๊ธธ.. ์ง„์งœ ๋„ˆ๋ฌด ๋ง›์žˆ์—ˆ์–ด์š”!
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์‹ค๋ฐ˜@sylvan_workยท
[์•ˆ๋ชฉ] ์„œ์šธํŠน๋ณ„์‹œ ๊ฐ•๋‚จ๊ตฌ ์–ธ์ฃผ๋กœ 520 1์ธต ์ € ์ง„์งœ ํƒœ์–ด๋‚˜์„œ ์ด๋ ‡๊ฒŒ ๋ง›์žˆ๋Š” ๊ตญ๋ฐฅ์€ ์ฒ˜์Œ ๋จน์–ด๋ด์š”. ์ด๋ฏธ ๊ฐ€์‹  ๋ถ„๋“ค๋„ ์žˆ์„์ง€๋„ ๋ชจ๋ฅด๊ฒ ์ง€๋งŒ ์—ฌ๊ธฐ ์ง„์งœ ํ•œ๋ฒˆ ๊ฐ€๋ณด์„ธ์š”! ํ•ญ์ •๊ฐ€๋ธŒ๋ฆฌ ๊ตญ๋ฐฅ ์ง„์งœ ์—„์ฒญ ๋ง›์žˆ๋„ค์š”. ์ง„์งœ ํ™€๋ฆฌ๋“ฏ์ด ๋จน์—ˆ๋„ค์š”..
์‹ค๋ฐ˜ tweet media
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Gang@memorynote_ยท
@won_story ์ข‹๊ฒŒ ๋ด์ฃผ์…”์„œ ๊ฐ์‚ฌํ•ฉ๋‹ˆ๋‹ค ๐Ÿฅท๐Ÿ™
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์›์Šคํ† ๋ฆฌ
@memorynote_ ๊ฐฑ๋‹˜ ๋„ˆ๋ฌด ๋‚ ์นด๋กœ์šด ์ถ”๊ฐ€์ธ์‚ฌ๋””ํŠธ ์ž˜ ๋ดค์Šต๋‹ˆ๋‹ค ์ € ์•„ํ‹ฐํด ๋‚ด์šฉ๋„ ๋ชน์‹œ ์ข‹์ง€๋งŒ ์•„์ง ํ˜„์‹ค์  ์ œ์•ฝ์ด ๋งŽ์€๋“ฏ ํ•˜๋„ค์š”
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Gang
Gang@memorynote_ยท
์—ฌ๋Ÿฌ ๊ด€์ ์„ ์—ด์–ด์ฃผ๋Š” ์ข‹์€ ์•„ํ‹ฐํด ์ž˜ ์ฝ์—ˆ์Šต๋‹ˆ๋‹ค ๐Ÿฅท๐Ÿ‘ ๋ง์”€ํ•˜์‹  ๊ฒƒ์ฒ˜๋Ÿผ ๋ชจ๋“  ๊ตญ๊ฐ€๋“ค์ด ๋ŒํŒŒ๊ตฌ๋ฅผ ์ฐพ๊ธฐ ์œ„ํ•ด ์—ฌ๋Ÿฌ ํ•ด๊ฒฐ๋ฒ•์ด ๋‚˜์˜ฌ๊ฑฐ ๊ฐ™์Šต๋‹ˆ๋‹ค. ๋‹ค๋งŒ ๊ฐœ์ธ์ ์œผ๋กœ ์˜ฌ๋ ค์ฃผ์‹  ์ด๋ฒˆ ์•„ํ‹ฐํด์— ๋Œ€ํ•ด์„œ๋Š” ํšŒ์˜์ ์ž…๋‹ˆ๋‹ค. ์ €๋„ AI๋กœ ์ธํ•œ ๊ธฐ์ˆ  ๋ณ€ํ™”์— ๋Œ€ํ•ด ๋งค์šฐ ๋‚™๊ด€์ ์ž„์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ๋ถ€์ •์ ์ธ ์ด์œ ๋Š” ๋‹ค์Œ๊ณผ ๊ฐ™์Šต๋‹ˆ๋‹ค. (ํ˜น์‹œ ์›๊ธ€์˜ ์˜๋„์—์„œ ๋ฒ—์–ด๋‚œ ํฌ์ธํŠธ๊ฐ€ ์žˆ์„ ์ˆ˜๋„ ์žˆ์ง€๋งŒ, ๊ท ํ˜•์ ์ธ ์‹œ๊ฐ์„ ์œ„ํ•ด ํ•œ ์ž ์ ์–ด๋ด…๋‹ˆ๋‹ค) 1) ์—๋„ˆ์ง€ ์•ˆ๋ณด๋ฅผ ์ง€ํ‚ค๊ฒ ๋‹ค๊ณ  ์„์œ  ์˜์กด ํƒˆํ”ผ ํ›„ ์žฌ์ƒ์—๋„ˆ์ง€ ๋น„์ค‘์„ ๋Š˜๋ฆฌ๋Š” ํ–‰์œ„๋Š” ์ค‘๊ตญ ์ฃผ๋„์˜ ๊ณต๊ธ‰๋ง(ํƒœ์–‘๊ด‘, ๋ฐฐํ„ฐ๋ฆฌ, ํ’๋ ฅ ์†Œ์žฌ)์— ๋Œ€ํ•œ ๋˜ ๋‹ค๋ฅธ ์ข…์†์„ ๋‚ณ๋Š” ์•„์ด๋Ÿฌ๋‹ˆ๊ฐ€ ์žˆ์Šต๋‹ˆ๋‹ค. ์ค‘๋™์œผ๋กœ๋ถ€ํ„ฐ ์ค‘๊ตญ์œผ๋กœ ์—๋„ˆ์ง€ ๋ณ‘๋ชฉ์ด ์ด๋™ํ•˜๋Š” ๊ฒƒ์— ๋ถˆ๊ณผํ•ฉ๋‹ˆ๋‹ค. 2) ์„์œ  ๊ฒฝ์ œ๋ฅผ ์ „๋™ํ™” ํ•˜๊ธฐ ์œ„ํ•ด ํ•„์š”ํ•œ ์ „๋ ฅ ์ธํ”„๋ผ ๋ณดํ‹€๋„ฅ๊ณผ ๋ฌผ๋ฆฌ์  ๋ฆฌ๋“œํƒ€์ž„์ด ์ƒ์ƒ์„ ์ดˆ์›”ํ•˜๋‹ค๋Š” ์ ์„ ๊ฐ„๊ณผํ•˜๋Š” ๊ฒƒ ๊ฐ™์Šต๋‹ˆ๋‹ค. ๊ณ ์•• ๋ณ€์••๊ธฐ ์ž์ฒด๋„ ๋ณดํ‹€๋„ฅ์ด์ง€๋งŒ, ์ฃผ๋ฏผ ๋ฐ˜๋Œ€๋ถ€ํ„ฐ ํ–‰์ •์ ˆ์ฐจ๊นŒ์ง€ ๊ณ ๋ คํ•˜๋ฉด ์†ก์ „ ์ธํ”„๋ผ ๊ฑด์„ค์— ๋ณดํ†ต 10๋…„์ด ๊ฑธ๋ฆฝ๋‹ˆ๋‹ค. (๊ตญ๊ฐ€๋งˆ๋‹ค ๋‹ค๋ฅด๊ฒ ์ง€๋งŒ) 3) ๊ฒŒ๋‹ค๊ฐ€ ํƒœ์–‘๊ด‘ + ESS๋Š” ๋ฐœ์ „๋Ÿ‰์„ ๋ณด์กฐํ•  ์ˆœ ์žˆ์–ด๋„, ๊ณ„ํ†ต์˜ ์ฃผํŒŒ์ˆ˜๋ฅผ ๊ฒฌ๋””๊ฒŒ ํ•˜๋Š” 'ํšŒ์ „ ๊ด€์„ฑ'์„ ์ œ๊ณตํ•˜์ง€ ๋ชปํ•ฉ๋‹ˆ๋‹ค. ์ฆ‰, ๊ธฐ์กด ์ „ํ†ต ๋ฐœ์ „๊ธฐ๊ฐ€ ์ œ๊ณตํ•  ์ˆ˜ ์žˆ๋Š” ์ „๋ ฅ๋ง ์•ˆ์ •์„ฑ์ด ๋งค์šฐ ์ทจ์•ฝํ•ด์ง‘๋‹ˆ๋‹ค. ๋‹น์žฅ ์ž‘๋…„์— ์žฌ์ƒ์—๋„ˆ์ง€ ๋น„์ค‘์ด 50%์— ๋‹ฌํ•˜๋Š” ์ŠคํŽ˜์ธ์ด ์™œ ๋Œ€๊ทœ๋ชจ ์ •์ „์„ ๊ฒช์—ˆ๋Š”์ง€๊ฐ€ ๊ทธ ์˜ˆ ์ž…๋‹ˆ๋‹ค. 4) ์‹ ์†Œ์žฌ ํƒ์ƒ‰์€ ๋‹น์—ฐํžˆ ํ•„์š”ํ•ฉ๋‹ˆ๋‹ค. ๋‹ค๋งŒ ๋‚œ์ด๋„ ์ธก๋ฉด์—์„œ, ๋ถˆํ™•์‹คํ•œ ์‹ ์†Œ์žฌ ํƒ์ƒ‰๋ณด๋‹ค ๊ฒ€์ฆ๋œ ๊ธฐ์ €๋ฐœ์ „์˜ AX๊ฐ€ ๋” ์‰ฌ์šธ๊ฑฐ ๊ฐ™์Šต๋‹ˆ๋‹ค. ๊ตญ๊ฐ€์— ๋”ฐ๋ผ ๋‹ค๋ฅด๊ฒ ์ง€๋งŒ, ํ™”์„์—ฐ๋ฃŒ ๊ฒฝ์ œ(+ ํƒ„์†Œ์ €๊ฐ) + ์›์ „์œผ๋กœ ๊ธฐ์ €๋ฐœ์ „์„ ์ €๋ ดํ•˜๊ฒŒ ํ™•๋ณดํ•˜๊ณ , ๊ตญ๊ฐ€ ์ง€ํ˜•์— ๋”ฐ๋ผ ์žฌ์ƒ์—๋„ˆ์ง€ + ESS ์กฐํ•ฉ์„ ๊ท ํ˜•์žˆ๊ฒŒ ํ™•๋ณดํ•˜๋Š” ์™€์ค‘์— ์ฐจ๋ผ๋ฆฌ SMR ๋˜๋Š” ํ•ต์œตํ•ฉ ๋ฐœ์ „ ์‹œ๊ณ„์—ด์„ AI๋กœ ์•ž๋‹น๊ธฐ๋Š”๊ฒŒ ๋” ํ˜„์‹ค์ ์ธ๊ฑฐ ๊ฐ™์Šต๋‹ˆ๋‹ค. 5) ์ถ”๊ฐ€๋กœ '2022๋…„ ๋Ÿฌ์‹œ์•„์˜ ์šฐํฌ๋ผ์ด๋‚˜ ์นจ๊ณต์€ ์œ ๋Ÿฝ์˜ ์žฌ์ƒ์—๋„ˆ์ง€ ์ „ํ™˜์„ ๊ฐ€์†์‹œ์ผฐ๋‹ค' ์ „์ ์œผ๋กœ ์ž˜๋ชป ์•Œ๊ณ  ๊ณ„์‹ญ๋‹ˆ๋‹ค. ์ธ๊ณผ๊ด€๊ณ„๊ฐ€ ๋ฐ˜๋Œ€์ž…๋‹ˆ๋‹ค. 6) ์œ ๋Ÿฝ์€ ์ด๋ฏธ ์šฐ-๋Ÿฌ ์ „์Ÿ ์ด์ „๋ถ€ํ„ฐ ์žฌ์ƒ์—๋„ˆ์ง€ ๋น„์ค‘์„ ๋น ๋ฅด๊ฒŒ ๋Š˜๋ ธ๊ณ , ์นจ๊ณต ์ด์ „ 21๋…„๋„๋ถ€ํ„ฐ ์ด๋ฏธ ์žฌ์ƒ์—๋„ˆ์ง€๊ฐ€ ์ œ ์—ญํ• ์„ ํ•˜์ง€๋ชปํ•˜๋ฉด์„œ ์—๋„ˆ์ง€ ๋น„์šฉ์ด ๊ธ‰๋“ฑ์„ ๊ฒช๊ณ  ์žˆ์—ˆ์Šต๋‹ˆ๋‹ค. ์šฐ-๋Ÿฌ ์ „์Ÿ์€ ์ด๋ฏธ ์ทจ์•ฝํ•ด์ง„ ์œ ๋Ÿฝ์˜ ์—๋„ˆ์ง€ ๊ตฌ์กฐ์—์„œ 2์ฐจ ์‡ผํฌ๋กœ ์ž‘์šฉํ–ˆ๋˜ ๊ฒƒ์ด๊ตฌ์š”. ๋‹น์‹œ์—๋„ ๋‚˜์™”๋˜ ๊ฒฐ๋ก ์€ ์ง€๋‚˜์นœ ์žฌ์ƒ์—๋„ˆ์ง€ ๋น„์ค‘์€ ์—๋„ˆ์ง€ ์•ˆ๋ณด๋ฅผ ์˜คํžˆ๋ ค ์ €ํ•ดํ•œ๋‹ค๋Š” ๊ฒƒ์ด์—ˆ์Šต๋‹ˆ๋‹ค. ๊ฒฐ๋ก ์ ์œผ๋กœ ์ค‘๊ตญ์‹ ๋ชจ๋ธ์ด ์„์œ  ์ˆ˜์š”๋ฅผ ์ผ๋ถ€ ์–ต์ œํ•  ์ˆ˜ ์žˆ๋‹ค๋Š” ์ ์€ ๋ถ„๋ช…ํ•˜๋‚˜, ๋ง์”€ํ•˜์‹  ๋ฏธ๋ž˜๋กœ ๊ฐ€๋Š” ๊ธธ์€ ๋งค์šฐ ํ—˜๋‚œํ•  ๊ฒƒ์œผ๋กœ ์ƒ๊ฐ๋ฉ๋‹ˆ๋‹ค
BSPK@BSPK_

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@memorynote_ ๊ฒฐ๊ตญ '์—๋„ˆ์ง€ ์ž๋ฆฝ'์ด ๊ตญ๋ฐฉ๋งŒํผ ์ค‘์š”ํ•œ ์•ˆ๋ณด๊ฐ€ ๋œ ์‹œ๋Œ€๋„ค์š”. ์ข‹์€ ๋ถ„์„ ๊ฐ์‚ฌํ•ฉ๋‹ˆ๋‹ค!
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@DigitalHanryang ๋Š˜ ๊ฐ„๊ณผํ•˜์ง€๋งŒ ์—๋„ˆ์ง€๊ฐ€ ์šฐ๋ฆฌ์˜ ์‚ถ์— ๊ฐ€์žฅ ๋ฐ€์ ‘ํ•˜์ฃ  ๐Ÿฅท๐Ÿ‘
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Gang@memorynote_ยท
JP๋ชจ๊ฑด: ์ˆ˜์š”ํŒŒ๊ดด๋Š” ์‹œ์ž‘๋๋‹ค (FT) ๊ธฐ์‚ฌ์˜ ๊ฐ€์žฅ ํ•ต์‹ฌ์€ ์š”๊ฑฐ โฌ‡๏ธ ์ด๋ž€์˜ ๊ฐ€์žฅ ๊ฐ•๋ ฅํ•œ ๋ฌด๊ธฐ๋Š” ์ „ ์„ธ๊ณ„ ์„์œ ์™€ ๊ฐ€์Šค์˜ ์•ฝ 5๋ถ„์˜ 1์ด ํ†ต๊ณผํ•˜๋Š” ํ˜ธ๋ฅด๋ฌด์ฆˆ ํ•ดํ˜‘์„ ์‚ฌ์‹ค์ƒ ํ์‡„ํ•  ์ˆ˜ ์žˆ๋Š” ๋Šฅ๋ ฅ์ž„์ด ์ž…์ฆ๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ์„œ๋ฐฉ ๊ด€๊ณ„์ž๋Š” '์ด๋ž€์ด ์ด์ „์—๋„ ํ•ดํ˜‘ ํ์‡„๋ฅผ ์œ„ํ˜‘ํ–ˆ์ง€๋งŒ, ์‹ค์ œ๋กœ ํ•ด๋ณด๊ธฐ ์ „๊นŒ์ง€๋Š” ๊ทธ๋“ค์ด ํ•  ์ˆ˜ ์žˆ๋‹ค๋Š” ๊ฒƒ์„ ๋ชฐ๋ž๋‹ค'๊ณ  ๋งํ–ˆ์Šต๋‹ˆ๋‹ค. '์ด์ œ ๊ทธ๋“ค์€ ์•Œ๊ฒŒ ๋˜์—ˆ๊ณ , ๊ทธ๊ฒƒ์€ ๋งค์šฐ ํšจ๊ณผ์ ์ž…๋‹ˆ๋‹ค. ์œ„ํ—˜ํ•œ ์ ์€ ๊ทธ๋“ค์ด ์•ž์œผ๋กœ๋„ ๊ณ„์† ์„ธ๊ณ„๋ฅผ ์ธ์งˆ๋กœ ์žก๊ณ  ์žˆ์„ ๊ฒƒ์ด๋ผ๋Š” ์ ์ž…๋‹ˆ๋‹ค. โ†’ ์˜ค์ผ/๊ฐ€์Šค์˜ ๊ตฌ์กฐ์ ์ธ ๊ณต๊ธ‰ ์ฐจ์งˆ์€ ๊ณ„์† ๋ ๊ฑฐ๊ณ , ๊ฐ ๊ตญ๊ฐ€์˜ ์—๋„ˆ์ง€ ๋…๋ฆฝ (์›์ž๋ ฅ, ์žฌ์ƒ์—๋„ˆ์ง€, ํ•ด์–‘์‹œ์ถ” CAPEX) ์›€์ง์ž„์€ ๊ฐ€์†ํ™” ๋  ๊ฒƒ ---- 1) ์•„์‹œ์•„ ์ฃผ์š” ์„์œ  ์ˆ˜์ถœ๊ตญ์˜ ์ •์ œํ’ˆ ์ถœํ•˜๋Ÿ‰์ด ์ตœ๊ทผ 10์ผ๊ฐ„ ํ‰์†Œ ๋Œ€๋น„ ์ตœ๋Œ€ 35% ๊ธ‰๊ฐํ•˜๋ฉฐ ์—๋„ˆ์ง€ ์‹œ์žฅ์˜ ์œ„๊ธฐ๊ฐ€ ์‹ค๋ฌผ ๊ฒฝ์ œ๋กœ ์ „์ด๋˜๋Š” ์–‘์ƒ์ด ๋šœ๋ ทํ•จ 2) ํ•ญ๊ณต์œ  ๊ฐ€๊ฒฉ์ด ๋ฐฐ๋Ÿด๋‹น 200๋‹ฌ๋Ÿฌ์— ์œก๋ฐ•ํ•จ์— ๋”ฐ๋ผ ์•„์‹œ์•„-์œ ๋Ÿฝ ๋…ธ์„  ๋“ฑ์— ๊ณ ์•ก์˜ ์œ ๋ฅ˜ํ• ์ฆ๋ฃŒ๊ฐ€ ๋ถ€๊ณผ๋˜๊ณ  ์žˆ์œผ๋ฉฐ, ์—์–ด๋‰ด์งˆ๋žœ๋“œ์™€ SAS ๋“ฑ์€ ๊ฒฝ์ œ์„ฑ ์ƒ์‹ค๋กœ ๋…ธ์„  ์ž์ฒด๋ฅผ ํ์ง€ ์ค‘์ž„ 3) ๋””์ ค ๊ณต๊ธ‰ ๋ถ€์กฑ์ด ๋ฌผ๋ฅ˜์™€ ๊ตํ†ต์˜ ๋ณ‘๋ชฉ ํ˜„์ƒ์„ ์œ ๋ฐœํ•˜์ž ํ•„๋ฆฌํ•€, ์Šค๋ฆฌ๋ž‘์นด ๋“ฑ์€ ์ฃผ 4์ผ ๊ทผ๋ฌด์ œ๋ฅผ ๋„์ž…ํ•˜๊ณ  ํŒŒํ‚ค์Šคํƒ„์€ ํ•™๊ต๋ฅผ ํ์‡„ํ•˜๋Š” ๋“ฑ ๊ตญ๊ฐ€ ์ฐจ์›์˜ ๊ฐ•์ œ์  ์ˆ˜์š” ์–ต์ œ์ฑ…์„ ์‹œํ–‰ํ•จ 4) ์„์œ ํ™”ํ•™์˜ ํ•ต์‹ฌ ์›๋ฃŒ์ธ ๋‚˜ํ”„ํƒ€ ๊ณต๊ธ‰๋Ÿ‰์˜ 50% ์ด์ƒ์„ ์ค‘๋™์— ์˜์กดํ•˜๋Š” ์•„์‹œ์•„์˜ ํŠน์„ฑ์ƒ, ํ•ดํ˜‘ ๋ด‰์‡„๋กœ ์ธํ•œ ์›๋ฃŒ ๋ถ€์žฌ๊ฐ€ ํ™”ํ•™ ๊ณต์žฅ์˜ ๋ฌด๊ธฐํ•œ ๊ฐ€๋™ ์ค‘๋‹จ์œผ๋กœ ์ด์–ด์ง 5) ํ•œ๊ตญ์˜ YNCC๊ฐ€ ๋ถˆ๊ฐ€ํ•ญ๋ ฅ(Force Majeure)์„ ์„ ์–ธํ•œ ๋ฐ ์ด์–ด ๋กฏ๋ฐ์ผ€๋ฏธ์นผ, LGํ™”ํ•™ ๋“ฑ๋„ ๊ฐ€๋™๋ฅ  ๊ฐ์ถ•์„ ๊ฒฝ๊ณ ํ–ˆ์œผ๋ฉฐ, ์šฐ๋ฆฌ ์ •๋ถ€๋Š” ๋‚˜ํ”„ํƒ€๋ฅผ '๊ฒฝ์ œ ์•ˆ๋ณด ํ’ˆ๋ชฉ'์œผ๋กœ ์ง€์ •ํ•ด ํŠน๋ณ„ ๊ด€๋ฆฌ์— ๋‚˜์„ฌ 6) ์ผ๋ณธ(๋ฏธ์“ฐ๋น„์‹œ, ๋ฏธ์“ฐ์ด), ์ค‘๊ตญ(์‹œ๋…ธํŽ™), ์ธ๋„๋„ค์‹œ์•„, ๋Œ€๋งŒ ๋“ฑ ๋™๋ถ์•„์‹œ์•„์™€ ๋™๋‚จ์•„์‹œ์•„๋ฅผ ๊ฐ€๋ฆฌ์ง€ ์•Š๊ณ  ์—ํ‹ธ๋ Œ ํฌ๋ž˜์ปค ๊ฐ€๋™๋ฅ ์ด 10~20% ์ด์ƒ ํ•˜ํ–ฅ ์กฐ์ •๋˜๊ฑฐ๋‚˜ ์ •์ง€๋จ 7) ์„์œ  ์ˆ˜์š”๋Š” ๋‹จ๊ธฐ์ ์œผ๋กœ ํƒ„๋ ฅ์„ฑ์ด ๋งค์šฐ ๋‚ฎ์•„(-0.024) ์†Œ๋น„๋ฅผ 1% ์ค„์ด๋Š” ๋ฐ ์•ฝ 40%์˜ ๊ฐ€๊ฒฉ ์ƒ์Šน์ด ํ•„์š”ํ•˜๋ฉฐ, ํ˜„์žฌ์˜ ๊ฐ•์ œ์  ์ˆ˜์š” ๊ฐ์†Œ๋Š” ๊ทธ๋งŒํผ ์‹œ์žฅ ์ƒํ™ฉ์ด ๊ทน๋‹จ์ ์ž„์„ ์‹œ์‚ฌํ•จ 8) ์„œ๋ฐฉ ๊ด€๋ฆฌ๋“ค์€ ์ด๋ž€์ด ํ˜ธ๋ฅด๋ฌด์ฆˆ ํ•ดํ˜‘ ๋ด‰์‡„๋ผ๋Š” ๊ฐ•๋ ฅํ•œ ํ˜‘์ƒ ์นด๋“œ์˜ ์œ ํšจ์„ฑ์„ ํ™•์ธํ–ˆ์œผ๋ฏ€๋กœ, ํ–ฅํ›„ ์„ธ๊ณ„ ๊ฒฝ์ œ๊ฐ€ ์ƒ์‹œ์ ์ธ '์—๋„ˆ์ง€ ์ธ์งˆ' ๋ฆฌ์Šคํฌ์— ๋…ธ์ถœ๋  ๊ฒƒ์ด๋ผ๋ฉฐ ์šฐ๋ ค๋ฅผ ํ‘œํ•จ #์—๋„ˆ์ง€ #์˜ค์ผ #๋งคํฌ๋กœ
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@TX_Daddy87 ์•ž์œผ๋กœ๋„ ์กฐ๊ตญ๊ณผ ๋™๋งน๊ตญ์˜ ๋ฏธ๋ž˜๋ฅผ ๋ถ€ํƒํ•ฉ๋‹ˆ๋‹ค ๐Ÿฅท๐Ÿค
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Gang@memorynote_ยท
ํŒ”๋ž€ํ‹ฐ์–ด ํˆฌ์ž์ž๋ถ„๋“ค์ด๋ผ๋ฉด ์ •๋ง ์žฌ๋ฐŒ๊ฒŒ ์ฝ์„ ์•„ํ‹ฐํด์ด๋ผ ์ž๋ถ€ํ•ฉ๋‹ˆ๋‹ค ๐Ÿฅท๐Ÿ‘ ์–ด๋””๊ฐ€์„œ ๋ชป๋ณผ ์นดํ”„์˜ ์–ด๋ฆฐ ์‹œ์ ˆ, ์ฒ ํ•™ ๋ฐ•์‚ฌ ์‹œ์ ˆ, ํŒ”๋ž€ํ‹ฐ์–ด ์ดˆ๊ธฐ ํ•ฉ๋ฅ˜ ๊ณผ์ •์ด ๋‹ด๊ฒจ์žˆ์Šต๋‹ˆ๋‹ค
Gang@memorynote_

x.com/i/article/2033โ€ฆ

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@na1004sa ์ •๋‹ต ใ…‹ใ…‹
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smile@na1004saยท
@memorynote_ ๊ทธ์ „์— ์šฐ๋ฆฌ๊ฐ€ ๋จผ์ € ์ฃฝ๋Š”๋‹ค.
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์ค‘๋™ ์ „์Ÿ์ด ์ค‘๊ตญ์„ ์กฐ์ง€๋Š” ๋ฐฉ๋ฒ• ๐Ÿฅท๐Ÿ”ซ 1์ค„ ์š”์•ฝ: ์ค‘๊ตญ ๊ฒฝ์ œ๊ฐ€ ์ˆ˜๋…„๊ฐ„์˜ ๋””ํ”Œ๋ ˆ์ด์…˜์—์„œ ๋ฒ—์–ด๋‚˜๊ณ  ์žˆ์œผ๋‚˜, ์ˆ˜์š” ํšŒ๋ณต์ด ์•„๋‹Œ ์—๋„ˆ์ง€ ๋น„์šฉ ๊ธ‰๋“ฑ์— ๋”ฐ๋ฅธ '๋‚˜์œ ์ธํ”Œ๋ ˆ์ด์…˜'์— ์ง๋ฉดํ•˜๋ฉฐ ์ œ์กฐ์—… ์ˆ˜์ต์„ฑ ์•…ํ™”์™€ ์„ฑ์žฅ๋ฅ  ๋‘”ํ™”๋ผ๋Š” ์ด์ค‘๊ณ ์— ๋น ์ง --- ์ค‘๊ตญ ๊ฒฝ์ œ: ๋””ํ”Œ๋ ˆ์ด์…˜์—์„œ '๋‚˜์œ ์ธํ”Œ๋ ˆ์ด์…˜'์œผ๋กœ (CNBC) 1) 3์ฃผ์งธ ์ด์–ด์ง„ ์ค‘๋™ ์ „์Ÿ์œผ๋กœ ๋ธŒ๋ ŒํŠธ์œ ๊ฐ€ ๋ฐฐ๋Ÿด๋‹น 119๋‹ฌ๋Ÿฌ๋ฅผ ๋ŒํŒŒํ•˜๋ฉด์„œ, ์ค‘๊ตญ์˜ ์ƒ์‚ฐ์ž๋ฌผ๊ฐ€์ง€์ˆ˜(PPI)๊ฐ€ ์ด๋ฅด๋ฉด ์ด๋ฒˆ ๋‹ฌ ๋‚ด์— ํ”Œ๋Ÿฌ์Šค๋กœ ์ „ํ™˜๋  ์ „๋ง์ž„ 2) ์œ ๊ฐ€๊ฐ€ 10% ์ƒ์Šนํ•  ๋•Œ๋งˆ๋‹ค PPI๊ฐ€ 0.4%ํฌ์ธํŠธ ์ƒ์Šนํ•˜๋Š” ๊ตฌ์กฐ์  ํŠน์„ฑ์ƒ, ๊ธฐ์—…๋“ค์€ ๋†’์•„์ง„ ํˆฌ์ž… ๋น„์šฉ์„ ์†Œ๋น„์ž์—๊ฒŒ ์ „๊ฐ€ํ•˜์ง€ ๋ชปํ•˜๊ณ  ์Šค์Šค๋กœ ํก์ˆ˜ํ•˜๋ฉฐ ์ด์œค์œจ ํƒ€๊ฒฉ์„ ์ž…๊ณ  ์žˆ์Œ 3) ์ค‘๊ตญ์€ 9์–ต~14์–ต ๋ฐฐ๋Ÿด์— ๋‹ฌํ•˜๋Š” ๋ง‰๋Œ€ํ•œ ๋น„์ถ•์œ ์™€ ์ „๊ธฐ์ฐจ(EV) ๋ณด๊ธ‰์ด๋ผ๋Š” ์™„์ถฉ ์žฅ์น˜๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋‚˜, ์ˆ˜์ž… ์›์œ ์˜ 50%๋ฅผ ๊ณต๊ธ‰ํ•˜๋Š” ๊ฑธํ”„ ์ง€์—ญ์˜ ๋ฌผ๋ฅ˜ ์ฐจ์งˆ์€ ํ”ผํ•˜์ง€ ๋ชปํ•จ 4) ์ „ ์„ธ๊ณ„ ์„์œ  ๋ฌผ๋™๋Ÿ‰์˜ 20%๋ฅผ ์ฒ˜๋ฆฌํ•˜๋Š” ํ˜ธ๋ฅด๋ฌด์ฆˆ ํ•ดํ˜‘์˜ ๋ด‰์‡„๋กœ ์ธํ•ด ์‹œ๋…ธํŽ™ ๋“ฑ ์ค‘๊ตญ ๋‚จ๋ถ€ ์ •์œ ์‚ฌ๋“ค์ด ์ด๋ฏธ ๊ฐ€๋™๋ฅ ์„ 10% ์ด์ƒ ๊ฐ์ถ•ํ•˜๊ธฐ ์‹œ์ž‘ํ•จ 5) ์œ ๊ฐ€๊ฐ€ 25% ์ƒ์Šนํ•  ๊ฒฝ์šฐ ์ค‘๊ตญ GDP ์„ฑ์žฅ๋ฅ ์ด 0.5%ํฌ์ธํŠธ ํ•˜๋ฝํ•  ์ˆ˜ ์žˆ๋‹ค๋Š” ๋ชจ๋ธ๋ง ๊ฒฐ๊ณผ๊ฐ€ ๋„์ถœ๋˜์—ˆ์œผ๋ฉฐ, ์ด๋Š” ์ •๋ถ€ ์„ฑ์žฅ ๋ชฉํ‘œ์น˜(4.5~5%) ๋‹ฌ์„ฑ์— ์‹ฌ๊ฐํ•œ ์œ„ํ˜‘์ž„ 6) ๊ณ ์œ ๊ฐ€๋กœ ์ธํ•œ ๊ธ€๋กœ๋ฒŒ ์†Œ๋น„ ์œ„์ถ•์€ ์ค‘๊ตญ์˜ ํ•ต์‹ฌ ์„ฑ์žฅ ๋™๋ ฅ์ธ ์ˆ˜์ถœ์— ํƒ€๊ฒฉ์„ ์ฃผ์–ด, ๋‚ด์ˆ˜ ๋ถ€์ง„๊ณผ ์ž„๊ธˆ ์••๋ฐ•์ด ์‹ฌํ™”๋˜๋Š” ์•…์ˆœํ™˜์„ ์ดˆ๋ž˜ํ•  ๊ฐ€๋Šฅ์„ฑ์ด ๋†’์Œ #๋งคํฌ๋กœ #์ค‘๊ตญ
๐ŸงฝPONGE๐Ÿงฝ@corvl22

ํ˜„์žฌ ๋ฏธ๊ตญ์˜ ์ด๋ž€์‚ฌํƒœ๋Š” ๋‹ฌ๋ŸฌํŒจ๊ถŒ์„ ์žก๊ธฐ์œ„ํ•œ ์ค‘๊ตญ ์ผ๋Œ€์ผ๋กœ๋ฅผ ๋ง๊ฐ€ํŠธ๋ฆฌ๋ ค๋Š” ๋ชฉ์ ์ด ์•„๋‹๊นŒ ์ƒ๊ฐ์ด๋“œ๋„ค์š”. ๊ฒฐ๊ตญ ์˜ค์ผ์‡ผํฌ๋Š” ์˜ฌ๊ฑฐ๊ฐ™์€๋ฐ. ๋‚ด๊ฐ€ ๋ฏธ๊ตญ์ธ์ด๋ผ๋ฉด ํŠธ๋Ÿผํ”„๋ฅผ ํƒ„ํ•ต์ด์•„๋‹ˆ๋ผ ์‘์›์„ ํ•ด์•ผํ• ๊ฑฐ๊ฐ™๋‹ค.. ์‚ฌ์ง„ ์ถœ์ฒ˜: m.blog.naver.com/ks-1225/221628โ€ฆ

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@TX_Daddy87 ์˜ค์˜ค ๊ทธ๋ ‡๊ตฐ์š” ๋ฏธ๊ตฐ ๋ถ€๋Œ€์—์„œ ์ผํ•˜์‹œ๋Š” ๋ถ„์€ ์ฒ˜์Œ ๋ด์„œ ์‹ ๊ธฐํ•˜๋„ค์š” ๐Ÿฅท๐Ÿ‘
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ํ…์Šค์•„๋น  (T.X.Dad)
@memorynote_ ์‚ฌ์‹ค ๊ตญ๋ฐฉ๋ถ€์ชฝ์—์„œ ๋งค๋‹ˆ์ง•ํ•˜๋Š”๊ฒŒ ์žˆ๋Š”๊ฑฐ ๊ฐ™๊ณ  ใ…Žใ…Ž ์ผ๋ฐ˜ ๊ตฐ๋ฌด์›?์€ ์“ธ์ผ์ด ๋งŽ์œผ๋Š” ์—†์–ด์—ฌ ใ…‹ใ…‹
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@TX_Daddy87 ์ด๊ฑด ๋ญ ๊ทธ๋Š˜ ๊ทธ ์ž์ฒด๋„ค์š” ๐Ÿฅท๐Ÿ‘ ํ˜น์‹œ ์‹ค๋ฌด์ ์œผ๋กœ๋„ ํŒ”๋ž€ํ‹ฐ์–ด ํ”„๋กœ๋•ํŠธ๋ฅผ ์“ฐ์‹ค ์ผ๋„ ์žˆ์œผ์‹ ๊ฐ€์š”??
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@TX_Daddy87 ์–ด๋–ค ์„ฑ๊ฒฉ์˜ ๊ธฐ์—…์—์„œ ์ผํ•˜์‹œ๊ธธ๋ž˜ ๊ทธ๋Š˜ ์•ˆ์— ์žˆ์œผ์‹ ์ง€ ๋ชน์‹œ ๊ถ๊ธˆํ•˜๋„ค์š” ๐Ÿฅท๐Ÿ‘€
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ํ…์Šค์•„๋น  (T.X.Dad)
@memorynote_ ํŒ”๋ž€ํ‹ฐ์–ด์˜ ๊ทธ๋Š˜์•ˆ์— ์žˆ๋Š” ๊ณณ์— ์ผํ•˜๋ฉด์„œ๋„ ํŒ”๋ž€ํ‹ฐ์–ด๋ฅผ ์ œ๋Œ€๋กœ ๋ชฐ๋ž๋Š”๋ฐ ์ •๋…ํ•ด๋ณผ๊ฒŒ์—ฌ
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@nasdaqdailynews ๋ฏธ๊ตญ์€ ์กฐ๊น…ํ•  ๊ณณ์ด ๋งŽ์•„์„œ ๋ถ€๋Ÿฝ์Šต๋‹ˆ๋‹ค ๐Ÿฅท๐Ÿ‘
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๋ฏธ๊ตญ์ฃผ์‹์ตœ์‹ ๋‰ด์Šค
์ฆ๊ฑฐ์šด ํ† ์š”์ผ๋ฐค ๋ณด๋‚ด๊ณ  ๊ณ„์‹œ๋‚˜์š”? ์ €๋Š” ์—ด์‹ฌํžˆ ์šด๋™ํ•˜์‹œ๋Š” ์—‘์นœ๋“ค๊ป˜ ์ž๊ทน๋ฐ›์•„ ๊ฐ€๋ณ๊ฒŒ 5ํ‚ฌ๋กœ ๋ชจ๋‹์กฐ๊น…ํ•˜๊ณ  ์™”์Šต๋‹ˆ๋‹ค. ์—‘์Šค ์กฐ์•„ ๐Ÿฅฐ ๋ฐค์ƒˆ ๋น„๊ฐ€ ์—„์ฒญ ์˜ค๋”๋‹ˆ ๋„ˆ๋ฌด ๋ง‘๊ฒŒ ๊ฐœ์–ด์„œ ๊ธฐ๋ถ„ ์ƒ์พŒโ€ฆ ์ข‹์€ ๋ฐค ๋ณด๋‚ด์‹œ๋‹ค ๊ฟ€์ž  ์ฃผ๋ฌด์„ธ์š”. ๐Ÿ˜ด๐Ÿ’ค
๋ฏธ๊ตญ์ฃผ์‹์ตœ์‹ ๋‰ด์Šค tweet media๋ฏธ๊ตญ์ฃผ์‹์ตœ์‹ ๋‰ด์Šค tweet media
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@tk__cho ๐Ÿฅท๐Ÿ‘๐Ÿ‘
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@AI_bot_manager ๊นƒํ—™ ์ˆœ์œ„ ํŒ”๋กœ์—…ํ•˜๋Š”๊ฒƒ๋„ ํŠธ๋ Œ๋“œ ํŒŒ์•…์— ๋„์›€๋˜๊ฒ ๋„ค์š”..! ๐Ÿฅท๐Ÿ‘
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๋ด‡ํŠธ๋ ˆ์ด๋”๋งค๋‹ˆ์ €
3์›”์— ๊ฐ€์žฅ ๋งŽ์€ ์Šคํƒ€๋ฅผ ๋ฐ›์€ ๊นƒํ—™ ๋ ˆํฌ๋Š” ๋ญ˜๊นŒ?๐Ÿ”ฅ ์•„๋งˆ ์ด ํŠธ๋ Œ๋“œ๋งŒ ์ž˜ ์ซ“์•„๋„, ์ „ ์„ธ๊ณ„์˜ ๊ฐœ๋ฐœ์ž๋“ค์˜ ์‹œ์„ ์ด ์–ด๋””์— ์žˆ๋Š”์ง€ ๋Œ€์ถฉ ๊ฐ€๋Š ํ•ด๋ณผ ์ˆ˜๋„ ์žˆ์„ ๊ฒƒ ๊ฐ™์Šต๋‹ˆ๋‹ค. ์ œ๊ฐ€ ์ด๋ฏธ ์†Œ๊ฐœํ•ด๋“œ๋ ธ๋˜, ์ค‘๊ตญ ๋Œ€ํ•™์ƒ์ด 10์ผ๋งŒ์— ๋ฐ”์ด๋ธŒ์ฝ”๋”ฉ์œผ๋กœ ๋งŒ๋“ค์—ˆ๋‹ค๋˜ ์—์ด์ „ํŠธ ๊ธฐ๋ฐ˜ ์˜ˆ์ธก ๋ชจ๋ธ์ธ MiroFish๊ฐ€ 3์œ„์˜€๋„ค์š”. ๋˜, 10์œ„์—๋Š” Microsoft์˜ ์ดˆ๊ฒฝ๋Ÿ‰ ๋ชจ๋ธ์ธ BitNet์ด ์˜ฌ๋ผ์™”์Šต๋‹ˆ๋‹คใ…Ž ํ•˜๋‚˜์”ฉ ํ•œ ๋ฒˆ ์‚ดํŽด๋ณด์‹œ๊ณ , ๋„์›€์ด ๋˜์‹œ๋Š” ๋‚ด์šฉ์ด ์žˆ์œผ๋ฉด ๋ฐ”๋กœ ํ•œ ๋ฒˆ ๋ ˆํฌ ํด๋ก ์„ ์‹œ๋„ํ•ด๋ณด์„ธ์š”! ================= [1์œ„] - msitarzewski/ agency-agents / โญ +23.2K - AI ์—์ด์ „ํŠธ๋ฅผ ํ†ตํ•ด ๋‹ค์–‘ํ•œ ์—ญํ•  - (ํ”„๋ก ํŠธ์—”๋“œ, ์ปค๋ฎค๋‹ˆํ‹ฐ, ๊ฒ€์ฆ ๋“ฑ)์„ ์ˆ˜ํ–‰ํ•˜๋Š” ์˜ฌ์ธ์› ์—์ด์ „์‹œ ํ”„๋ ˆ์ž„์›Œํฌ [2์œ„] - obra/superpowers /โญ +19.2K - ์—์ด์ „ํŠธ ๊ธฐ๋ฐ˜ ๊ฐœ๋ฐœ์„ ์œ„ํ•œ ์Šคํ‚ฌ ํ”„๋ ˆ์ž„์›Œํฌ ๋ฐ ์†Œํ”„ํŠธ์›จ์–ด ๊ฐœ๋ฐœ ๋ฐฉ๋ฒ•๋ก  [3์œ„] 666ghj/MiroFish / โญ +17.6K - ์˜ˆ์ธก ์ค‘์‹ฌ์˜ swarm intelligence ์—”์ง„์œผ๋กœ ๋‹ค์–‘ํ•œ ๋ฐ์ดํ„ฐ๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฒฐ๊ณผ๋ฅผ ๋„์ถœํ•˜๋Š” ์‹œ์Šคํ…œ [4์œ„] - volcengine/OpenViking /โญ +10.2K - AI ์—์ด์ „ํŠธ๋ฅผ ์œ„ํ•œ ๋ฉ”๋ชจ๋ฆฌ, ๋ฆฌ์†Œ์Šค, ์Šคํ‚ฌ์„ ํ†ตํ•ฉ ๊ด€๋ฆฌํ•˜๋Š” ์˜คํ”ˆ์†Œ์Šค ์ปจํ…์ŠคํŠธ DB [5์œ„] - lightpanda-io/browser /โญ +9.9K - AI ๋ฐ ์ž๋™ํ™”๋ฅผ ์œ„ํ•œ ์ดˆ๊ฒฝ๋Ÿ‰ ํ—ค๋“œ๋ฆฌ์Šค ๋ธŒ๋ผ์šฐ์ € (Zig ๊ธฐ๋ฐ˜, Chrome ๋Œ€์ฒด) [6์œ„] - pbakaus/impeccable / โญ +6.4K - AI ๊ธฐ๋ฐ˜ UI ์„ค๊ณ„๋ฅผ ๋” ์ž์—ฐ์Šค๋Ÿฝ๊ณ  ์˜๋„์ ์œผ๋กœ ๋ณด์ด๊ฒŒ ๋งŒ๋“œ๋Š” ๋””์ž์ธ ์‹œ์Šคํ…œ [7์œ„] - alibaba/page-agent / โญ +6.2K - ์ž์—ฐ์–ด๋กœ ์›น ์ธํ„ฐํŽ˜์ด์Šค๋ฅผ ์ œ์–ดํ•  ์ˆ˜ ์žˆ๋Š” ์ธํŽ˜์ด์ง€ GUI ์—์ด์ „ํŠธ [8์œ„] - andrewyng/context-hub / โญ +5.2K - AI ์—์ด์ „ํŠธ๋ฅผ ์œ„ํ•œ ์ปจํ…์ŠคํŠธ ๊ด€๋ฆฌ ๋ ˆ์ด์–ด (Andrew Ng ํ”„๋กœ์ ํŠธ) [9์œ„] - langchain-ai/deepagents /โญ +4.9K - ํ”Œ๋ž˜๋‹, ํŒŒ์ผ์‹œ์Šคํ…œ, ์„œ๋ธŒ์—์ด์ „ํŠธ ์ƒ์„ฑ ๊ธฐ๋Šฅ์„ ํฌํ•จํ•œ ๊ณ ๊ธ‰ ์—์ด์ „ํŠธ ์‹คํ–‰ ํ”„๋ ˆ์ž„์›Œํฌ [10์œ„] - microsoft/BitNet /โญ +4.8K - 1-bit LLM ์ถ”๋ก ์„ ์œ„ํ•œ ์ดˆ๊ฒฝ๋Ÿ‰ AI ๋ชจ๋ธ ํ”„๋ ˆ์ž„์›Œํฌ (CPU ๊ธฐ๋ฐ˜ ์‹คํ–‰ ๊ฐ€๋Šฅ) ์ด๊ฒƒ๋ง๊ณ ๋„ ์œ ์šฉํ•œ ๋ ˆํฌ๊ฐ€ ๋˜ ๋ญ๊ฐ€ ์žˆ์—ˆ๋‚˜์š”? ์ถ”๊ฐ€ํ•ด์ฃผ์‹ค ๋‚ด์šฉ์ด ์žˆ์œผ๋ฉด ๋งŽ์€ ์ธ์‚ฌ์ดํŠธ ๋ถ€ํƒ๋“œ๋ฆฝ๋‹ˆ๋‹ค. ๋ ˆํฌ ๋งํฌ๋Š” ํ•˜๋‹จ ๋Œ“๊ธ€์— ๋ถ™์—ฌ๋†“์„๊ฒŒ์š”. #AI #์˜คํ”ˆํด๋กœ #๊นƒํ—™๋ ˆํฌ
๋ด‡ํŠธ๋ ˆ์ด๋”๋งค๋‹ˆ์ € tweet media
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