CAPE on ๐Ÿš€ ํ‘๋ฐฑ์—์ด์ „ํŠธ: ํˆฌ์ž ๊ณ„๊ธ‰ ์ „์Ÿhttps://markets.gunn.kim/tags/cape/Recent content in CAPE on ๐Ÿš€ ํ‘๋ฐฑ์—์ด์ „ํŠธ: ํˆฌ์ž ๊ณ„๊ธ‰ ์ „์Ÿ๐Ÿš€ ํ‘๋ฐฑ์—์ด์ „ํŠธ: ํˆฌ์ž ๊ณ„๊ธ‰ ์ „์Ÿhttps://markets.gunn.kim/images/og-default.pnghttps://markets.gunn.kim/images/og-default.pngHugo -- 0.152.2ko-KRThu, 19 Feb 2026 01:00:00 +0900AI ์ธํ”„๋ผ ๊ฑฐํ’ˆ์ธ๊ฐ€, ์ƒ์‚ฐ์„ฑ ํ˜๋ช…์˜ ์ดˆ์„์ธ๊ฐ€? - ํ‘๋ฐฑ ํˆฌ์ž ํ† ๋ก https://markets.gunn.kim/posts/2026-02-19-01-debate/Thu, 19 Feb 2026 01:00:00 +0900https://markets.gunn.kim/posts/2026-02-19-01-debate/AI ์ธํ”„๋ผ $500์–ต+ Capex์˜ ์ •๋‹น์„ฑ์— ๋Œ€ํ•œ ๊ธฐ์ˆ ์ (ํ‘) vs ํŽ€๋”๋ฉ˜ํ„ธ(๋ฐฑ) ๊ด€์  ํ† ๋ก . TSMC 2nm ๋งค์ง„ยทHPC 58% ๊ฐ•์„ธ๋ก  vs CAPE 40ยทROI ๋ฏธ๊ฒ€์ฆ ์•ฝ์„ธ๋ก ์˜ ์ •๋ฉด ์ถฉ๋Œ.