MOC - AI반도체

관련 기업

• FRO
• NVDA
• AMD
• AVGO
• 메리츠증권
• BABA
• 텐센트
• TSLA

정책/규제

• [[260317_sapiens_260306110437165xr]]

포트폴리오

• [[260317_sapiens_260224101251833ju]]

관련 노트

• [[250120_analysis_httpsxcomPhotonCapstatus202644681_291]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_380]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_373]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_322]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_316]]
• [[260317_sapiens_260306110437165xr]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_347]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_4]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_357]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_306]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_332]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_363]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_390]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_281]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_343]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_312]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_384]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_295]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_326]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_377]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_367]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_336]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_285]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_394]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_302]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_353]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_342]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_313]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_385]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_294]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_327]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_376]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_366]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_337]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_284]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_395]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_303]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_352]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_290]]
• [[250120_x_PhotonCap-Photon-Capital]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_381]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_372]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_323]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_317]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_346]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_5]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_356]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_307]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_333]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_362]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_391]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_280]]
• [[260221_capture_AI-데이터센터는-뭐가-다를까]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_379]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_328]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_44]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_31]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_54]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_338]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_278]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_369]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_349]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_318]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_40]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_50]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_35]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_308]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_359]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_348]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_319]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_41]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_51]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_34]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_309]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_358]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_378]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_329]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_45]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_30]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_339]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_279]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_368]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_42]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_52]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_37]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_388]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_299]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_46]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_33]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_289]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_389]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_47]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_298]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_32]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_288]]
• [[260225_x_PhotonCap-Photon-Capital]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_43]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_53]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_36]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_310]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_341]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_375]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_324]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_48]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_297]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_386]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_396]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_287]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_334]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_365]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_351]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_300]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_320]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_371]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_382]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_293]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_345]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_314]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_29]]
• [[260226_ranto28_오픈AI는_정말_괜찮을까_feat_엔비디아_제미나이_엔트로픽]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_39]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_304]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_355]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_283]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_392]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_361]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_330]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_321]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_370]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_383]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_292]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_344]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_315]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_28]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_38]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_305]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_354]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_282]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_393]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_360]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_331]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_311]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_340]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_374]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_325]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_296]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_49]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_387]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_3]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_397]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_286]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_335]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_364]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_350]]
• [[250120_analysis_httpsxcomPhotonCapstatus202644681_301]]
• [[260317_sapiens_260224101251833ju]]
• [[250120_x_xcom]]
• [[260220_ranto28_삼성전자_HBM4_엔비디아_납품_근황_AS]]
• [[260225_x_xcom]]
• [[260226_ranto28_엔비디아_GPU_블랙웰의_미스테리_1_feat_딥시크_V4]]
• [[260226_ranto28_엔비디아_GPU_블랙웰의_미스테리_2_feat_딥시크_트럼프_스캔들]]
• [[260227_ranto28_삼성전자_HBM4_엔비디아_납품_근황_AS]]
• [[260312_llm_httpsxcomvitahyosostat]]
• [[260312_llm_xcom_95792d]]
• [[260312_x_twitter_httpsxcomvitahyosostat]]
• [[260313_sapiens_AI-인프라의-새로운-병목-광학-앞으로의-23년-가파른]]
• [[260313_sapiens_AI-인프라의-새로운-병목-광학-앞으로의-23년-가파른_0ed9ed]]
• [[260313_sapiens_일간보고-투자의-생각-260311]]
• [[260313_sapiens_일간보고-투자의-생각-260311_4bda3b]]
• [[260313_sapiens_일간보고-투자의-생각-260312]]
• [[260313_sapiens_일간보고-투자의-생각-260312_b5723d]]
• [[260313_sapiens_일간보고-투자의-생각-260313]]
• [[260313_sapiens_일간보고-투자의-생각-260313_a0d40d]]
• [[260316_dline1secret_시황_그_호르무즈_봉쇄_해제_첫_시그널_나옴]]
• [[260316_sapiens_주간전략보고_투자의_생각_3월_16일~3월_20일]]
• [[260317_dline1secret_시황._미국_이란_메시지_교환_긍정_시그널_그러나_파월_기자회견_변동성]]
• [[260317_sapiens_260225130146708ve]]
• [[260317_sapiens_260226124020287gp]]
• [[260317_sapiens_260227113332878hf]]
• [[260317_sapiens_260303095601680bt]]
• [[260317_sapiens_260304114641615df]]
• [[260317_sapiens_260305103233007cx]]
• [[260317_sapiens_260310110254734nx]]
• [[260317_sapiens_AI_사이클_한_눈에_보기,_SemiAnalysis_인터뷰]]
• [[260317_sapiens_AI_인프라_1GW의_경제학]]
• [[260317_sapiens_미국주식_대가들의_포트폴리오_4Q25_13F]]
• [[260317_sapiens_비아비_솔루션스(VIAV)_기업분석]]
• [[260317_sapiens_씨리미티드_4Q25_실적발표]]
• [[260317_sapiens_엔비디아_4Q25_실적발표]]
• [[260317_sapiens_일간보고__투자의_생각_(260317)]]
• [[260317_sapiens_주간전략보고]]
• [[260318_dline1secret_시황. 트럼프 지지율 재 추락. 호르무즈 개방 의구심 증가]]
• [[260318_report_Kingsoft_Cloud_KC_정밀_분]]
• [[260318_sapiens_엔비디아 GTC 2026]]
• [[260318_sapiens_일간보고 투자의 생각 (260318)]]