https://ahnimstudio.com/ko/2026/11/14/rocket-lab-rklb-100th-electron-launch-iqps-neutron-ko/ 2026-11-14T13:25:56Z AHNIM STUDIO ko 로켓랩(RKLB) Electron 100번째 발사: iQPS 반복 성공이 증명한 것과 Neutron에 남은 것 2026-11-14T13:25:56Z Blog https://ahnimstudio.com/ko/2026/11/14/globalfoundries-gfs-10-billion-new-york-fab-groundbreaking-capex-ko/ 2026-11-14T13:25:51Z AHNIM STUDIO ko 글로벌파운드리스(GFS) 100억달러 뉴욕 팹 착공: GFS가 직접 부담하는 설비투자인가 2026-11-14T13:25:51Z Blog https://ahnimstudio.com/2026/11/14/globalfoundries-gfs-10-billion-new-york-fab-groundbreaking-capex/ 2026-11-14T13:25:40Z AHNIM STUDIO en GlobalFoundries’ $10 Billion New York Fab Breaks Ground: Is the Investment GFS Capex? 2026-11-14T13:25:40Z Blog https://ahnimstudio.com/2026/11/14/rocket-lab-rklb-100th-electron-launch-iqps-neutron/ 2026-11-14T13:25:35Z AHNIM STUDIO en Rocket Lab’s 100th Electron Launch: What It Proves About iQPS—and What It Does Not Prove About Neutron 2026-11-14T13:25:35Z Blog https://ahnimstudio.com/2026/11/13/guru-q2-2026-headcount-vs-reported-value-amazon-microsoft-broadcom-asml/ 2026-11-13T15:14:09Z AHNIM STUDIO en Q2 2026 Guru Portfolios: Headcount and Reported Value Disagreed on Amazon, Microsoft, Broadcom and ASML 2026-11-13T15:14:09Z Blog https://ahnimstudio.com/ko/2026/11/13/spacex-spcx-74-billion-ai-campuses-permits-financing-ko/ 2026-11-13T13:16:43Z AHNIM STUDIO ko 스페이스X(SPCX) 740억달러 AI 캠퍼스: 무엇이 확정됐고 무엇이 인허가 전인가 2026-11-13T13:16:43Z Blog https://ahnimstudio.com/ko/2026/11/13/applied-materials-amat-q4-2026-dram-foundry-guidance-ko/ 2026-11-13T13:16:39Z AHNIM STUDIO ko 어플라이드 머티어리얼즈(AMAT) 2026회계연도 4분기: 104억달러 매출은 D램만의 성장인가 2026-11-13T13:16:39Z Blog https://ahnimstudio.com/2026/11/13/spacex-spcx-74-billion-ai-campuses-permits-financing/ 2026-11-13T13:16:18Z AHNIM STUDIO en SpaceX’s $74 Billion AI Campus Plan: What Is Approved—and What Still Needs Permits? 2026-11-13T13:16:18Z Blog https://ahnimstudio.com/2026/11/13/applied-materials-amat-q4-2026-dram-foundry-guidance/ 2026-11-13T13:16:14Z AHNIM STUDIO en Applied Materials Q4 FY2026: Was the $10.4 Billion Record Only a DRAM Story? 2026-11-13T13:16:14Z Blog https://ahnimstudio.com/ko/2026/11/12/intuitive-machines-lunr-q3-2026-revenue-free-cash-flow-backlog-ko/ 2026-11-12T16:34:06Z AHNIM STUDIO ko 인튜이티브 머신스(LUNR) 2026년 3분기: 인수 뒤 자유현금흐름 흑자는 반복 가능한가 2026-11-12T16:34:06Z Blog https://ahnimstudio.com/ko/2026/11/12/ondas-onds-q3-2026-revenue-backlog-margin-dilution-ko/ 2026-11-12T16:34:00Z AHNIM STUDIO ko 온다스(ONDS) 2026년 3분기: 매출 1억6,750만달러가 수익성 있는 성장을 증명했나 2026-11-12T16:34:00Z Blog https://ahnimstudio.com/ko/2026/11/12/nebius-nbis-q3-2026-revenue-guidance-capex-prepayments-ko/ 2026-11-12T16:33:54Z AHNIM STUDIO ko 네비우스(NBIS) 2026년 3분기: 고객 선지급금으로 2027년 400억~450억달러 투자를 감당할 수 있나 2026-11-12T16:33:54Z Blog https://ahnimstudio.com/2026/11/12/ondas-onds-q3-2026-revenue-backlog-margin-dilution/ 2026-11-12T16:31:25Z AHNIM STUDIO en Ondas Q3 2026: Does $167.5 Million of Revenue Prove Profitable Scale? 2026-11-12T16:31:25Z Blog https://ahnimstudio.com/2026/11/12/intuitive-machines-lunr-q3-2026-revenue-free-cash-flow-backlog/ 2026-11-12T16:31:20Z AHNIM STUDIO en Intuitive Machines Q3 2026: Is Positive Free Cash Flow Repeatable After the Acquisitions? 2026-11-12T16:31:20Z Blog https://ahnimstudio.com/2026/11/12/nebius-nbis-q3-2026-revenue-guidance-capex-prepayments/ 2026-11-12T16:31:14Z AHNIM STUDIO en Nebius Q3 2026: Can Customer Prepayments Fund $40–$45 Billion of 2027 Capex? 2026-11-12T16:31:14Z Blog https://ahnimstudio.com/2026/11/12/guru-q2-2026-13f-shares-versus-portfolio-weight-direction/ 2026-11-12T15:25:48Z AHNIM STUDIO en Q2 2026 13F Weights vs Shares: 244 Positions Moved in Opposite Directions 2026-11-12T15:25:48Z Blog https://ahnimstudio.com/ko/2026/11/12/oklo-centrus-haleu-definitive-contracts-five-aurora-2029-ko/ 2026-11-12T13:18:46Z AHNIM STUDIO ko 오클로(OKLO)–센트러스 HALEU 확정계약: 6월 의향서에서 무엇이 달라졌나 2026-11-12T13:18:46Z Blog https://ahnimstudio.com/ko/2026/11/12/nvidia-ceo-board-review-analyst-target-cuts-before-earnings-ko/ 2026-11-13T16:05:47Z AHNIM STUDIO ko 엔비디아(NVDA) CEO 교체: 젠슨 황 사임과 콜레트 크레스 임시 CEO가 바꾼 것 2026-11-12T13:18:41Z Blog https://ahnimstudio.com/2026/11/12/oklo-centrus-haleu-definitive-contracts-five-aurora-2029/ 2026-11-12T13:18:25Z AHNIM STUDIO en Oklo–Centrus HALEU Contracts: What Changed From the June LOI—and What Still Blocks Revenue 2026-11-12T13:18:25Z Blog https://ahnimstudio.com/2026/11/12/nvidia-ceo-board-review-analyst-target-cuts-before-earnings/ 2026-11-13T16:05:39Z AHNIM STUDIO en NVIDIA CEO Transition: Jensen Huang Resigns, Colette Kress Takes Over Before Earnings 2026-11-12T13:18:21Z Blog