[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-ai-critic-claims-200-billion-dollars-worth-of-nvidia-chips-sit-in-warehouses-KO":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":184,"relatedPosts":192,"suggestedPosts":271},{"id":152,"title":153,"date":154,"modified":154,"excerpt":155,"content":156,"wordCount":157,"lang":158,"uri":159,"slug":160,"cloudinaryAssetId":161,"featuredImageOriginalUrl":162,"featuredImageMetadata":163,"author":166,"editor":172,"categories":175,"relatedPosts":181,"seo":182},142545,"AI 비평가 주장, \"2000억 달러 상당\" 엔비디아 칩이 창고에 쌓여 있다","2026-10-26T14:14:10","\u003Cp>Nvidia의 매출채권이 그에 대해 시사하는 바가 있습니다\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">주요 요점\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Prof G Markets 팟캐스트에서 AI 비평가 Ed Zitron은 최소 2000억 달러 상당의 엔비디아 칩이 창고에 쌓여 있다고 주장하며 엔비디아가 채널 스터핑을 하고 있다고 비난했습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>Zitron은 방송에서 해당 수치의 출처를 밝히지 않았으며, 알파벳 CEO 순다 피차이는 구글이 매일 컴퓨팅 용량이 부족하다고 말합니다.\u003C\u002Fli>\n\n\n\n\u003Cli>엔비디아의 미수금은 2026년 1월로 끝나는 회계연도 동안 매출과 같은 속도로 증가했습니다. 그 후 7월로 끝나는 분기에는 대형 고객에 대한 지급 조건이 길어지면서 631억 달러로 급증했습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>애널리스트들은 엔비디아의 올해 회계연도 매출이 거의 두 배로 증가해 4120억 달러에 이를 것으로 예상하므로, 향후 몇 분기 동안 현금을 얼마나 빨리 회수하는지가 주목할 지표입니다.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>엔비디아(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=32307&tid=2635154\">NVDA\u003C\u002Fa>)\u003C\u002Fstrong>는 고객의 창고에 제품을 쌓아두고 있다는 비난을 받고 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">수요일 방송된 Prof G Markets 팟캐스트에서 \u003Cem>Where's Your Ed At?\u003C\u002Fem> 뉴스레터의 저자 Ed Zitron은 엔비디아 칩 \"최소 2000억 달러 상당\"이 \"창고에 쌓여 있다\"고 말했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그는 또한 왜 그런 일이 일어나고 있다고 생각하는지 이유를 밝혔습니다. Zitron의 설명에 따르면, CEO 젠슨 황은 \"채널 스터핑을 하고 있는데, 파트너들에게 '납품을 받지 않으면 차세대 시스템인 Vera Rubin을 받지 못할 것'이라고 말하고 있다\"는 것입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이는 심각한 주장입니다. Zitron은 방송에서 2000억 달러 수치의 출처를 밝히지 않았습니다. 하지만 이런 주장은 엔비디아의 숫자에 흔적을 남길 것이므로 확인해 볼 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR는 엔비디아에 대해 62명의 애널리스트를 추적합니다. \"매수\" 의견은 몇 명일까요?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">엔비디아에 대한 매수, 보유, 매도 평가와 월스트리트의 매출 및 수익 추정치를 한곳에서 확인하세요. 50만 명 이상의 투자자가 TIKR을 사용해 이와 같은 주식을 분석합니다. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">엔비디아의 애널리스트 평가 확인하기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-follow-the-receivables\" class=\"wp-block-heading\">미수금을 따라가다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">고객이 사용할 수 없는 제품을 밀어붙이는 회사는 대금 회수에 어려움을 겪는 경우가 많습니다. Zitron은 스스로 엔비디아의 \"급증하는 미수금\"을 언급했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">지난 회계연도까지 미수금은 매출과 함께 증가했습니다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-21_i2763e57523_NVDA_receivables_2022-2026\u002F2026-10-21_i2763e57523_NVDA_receivables_2022-2026.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792592595\u002Fimages\u002F2026-10-21_i2763e57523_NVDA_receivables_2022-2026\u002F2026-10-21_i2763e57523_NVDA_receivables_2022-2026.png?_i=AA\" alt=\"Bar chart from TIKR of Nvidia's accounts receivable, $ billions, fiscal 2022–2026 (years to January).\" class=\"wp-post-142545 wp-image-142543\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792592595\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792592595\u002Fimages\u002F2026-10-21_i2763e57523_NVDA_receivables_2022-2026\u002F2026-10-21_i2763e57523_NVDA_receivables_2022-2026.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792592595\u002Fimages\u002F2026-10-21_i2763e57523_NVDA_receivables_2022-2026\u002F2026-10-21_i2763e57523_NVDA_receivables_2022-2026.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792592595\u002Fimages\u002F2026-10-21_i2763e57523_NVDA_receivables_2022-2026\u002F2026-10-21_i2763e57523_NVDA_receivables_2022-2026.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792592595\u002Fimages\u002F2026-10-21_i2763e57523_NVDA_receivables_2022-2026\u002F2026-10-21_i2763e57523_NVDA_receivables_2022-2026.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792592595\u002Fimages\u002F2026-10-21_i2763e57523_NVDA_receivables_2022-2026\u002F2026-10-21_i2763e57523_NVDA_receivables_2022-2026.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">엔비디아 (NVDA): 미수금, 10억 달러, 회계연도 2022–2026 (1월 기준) (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">2026년 1월로 끝나는 연도에는 미수금이 67% 증가해 385억 달러가 되었고, 매출은 65% 증가해 2159억 달러가 되었습니다. 고객들은 엔비디아가 판매하는 속도만큼 빠르게 대금을 지불하고 있었습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">최근 분기는 다르게 보입니다. 7월 26일 기준으로 미수금은 631억 달러로 증가했으며, 매출채권회전일수는 이전 분기의 45일에서 60일로 늘어났습니다. 영업현금흐름은 486억 달러에서 213억 달러로 감소했고, 당기순이익은 597억 달러였습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">엔비디아의 \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F0001045810\u002F000104581026000073\u002Fq2fy27cfocommentary.htm\">CFO 코멘터리\u003C\u002Fa>는 투자등급 대형 고객과의 수 분기에 걸친 거래에 대한 지급 조건 연장을 원인으로 꼽았습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">따라서 Zitron의 미수금에 대한 지적은 일리가 있습니다. 엔비디아가 가장 큰 구매자들에게 더 긴 지급 기간을 부여할 때는 주의를 기울일 가치가 있습니다. 그럼에도 불구하고, 투자등급 구매자들은 대금을 지불하며, 이는 그들이 수 분기 동안 체결한 거래입니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-nvidia-s-buyers-say-they-re-short\" class=\"wp-block-heading\">엔비디아 구매자들은 부족하다고 말한다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그 대금을 지불하는 회사들은 공급 과잉과는 매우 다른 상황을 묘사합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">화요일 방송된 \u003Ca href=\"https:\u002F\u002Fpodcasts.apple.com\u002Fus\u002Fpodcast\u002Fgoogle-ceo-sundar-pichai-ais-infinite-possibilities\u002Fid1522960417?i=1000797295909\">Big Technology Podcast\u003C\u002Fa>에서 \u003Cstrong>알파벳(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=260152426\">GOOG\u003C\u002Fa>)\u003C\u002Fstrong> CEO 순다 피차이는 AI가 철도나 광섬유처럼 과도하게 구축되고 있는지 질문받았습니다. 그는 \"이것은 광섬유와 같지 않다\"고 말한 후 덧붙였습니다: \"어둡지 않습니다. 우리는 그것을 사용하고 있습니다. 우리는 매일 용량 제약을 받고 있습니다.\"\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">임차인들도 같은 말을 합니다. 10월 18일, 일론 머스크는 X에 \"AI\u002FSI 컴퓨팅을 임대하려는 경험\"에 대한 게시물이 스페이스X가 \"AWS, GCP 또는 누구로부터 추론 컴퓨팅을 임대하려 했을 때\" 일어난 일과 일치한다고 \u003Ca href=\"https:\u002F\u002Fx.com\u002Felonmusk\u002Fstatus\u002F2112017286764659176\">게시했습니다\u003C\u002Fa>. GCP는 구글 자체의 클라우드입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">2000억 달러 상당의 칩이 먼지를 뒤집어쓰고 있었다면, 누군가 스페이스X에 몇 개 임대해 주지 않을까 생각할 것입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">애널리스트들은 그 수요가 지속될 것이라고 내기를 걸고 있습니다. 컨센서스는 엔비디아의 매출이 2026년 1월로 끝나는 연도의 2160억 달러에서 2027년 1월로 끝나는 연도에는 4120억 달러로, 그로부터 2년 후인 2029년 1월로 끝나는 연도에는 9030억 달러로 증가할 것으로 예상하고 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-21_i2763e57523_NVDA_revenue_estimates_2025-2028\u002F2026-10-21_i2763e57523_NVDA_revenue_estimates_2025-2028.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792592593\u002Fimages\u002F2026-10-21_i2763e57523_NVDA_revenue_estimates_2025-2028\u002F2026-10-21_i2763e57523_NVDA_revenue_estimates_2025-2028.png?_i=AA\" alt=\"Bar chart from TIKR of Nvidia's revenue, actual and consensus estimates, $ billions, fiscal 2025–2028 (years to January).\" class=\"wp-post-142545 wp-image-142544\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792592593\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792592593\u002Fimages\u002F2026-10-21_i2763e57523_NVDA_revenue_estimates_2025-2028\u002F2026-10-21_i2763e57523_NVDA_revenue_estimates_2025-2028.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792592593\u002Fimages\u002F2026-10-21_i2763e57523_NVDA_revenue_estimates_2025-2028\u002F2026-10-21_i2763e57523_NVDA_revenue_estimates_2025-2028.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792592593\u002Fimages\u002F2026-10-21_i2763e57523_NVDA_revenue_estimates_2025-2028\u002F2026-10-21_i2763e57523_NVDA_revenue_estimates_2025-2028.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792592593\u002Fimages\u002F2026-10-21_i2763e57523_NVDA_revenue_estimates_2025-2028\u002F2026-10-21_i2763e57523_NVDA_revenue_estimates_2025-2028.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792592593\u002Fimages\u002F2026-10-21_i2763e57523_NVDA_revenue_estimates_2025-2028\u002F2026-10-21_i2763e57523_NVDA_revenue_estimates_2025-2028.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">엔비디아 (NVDA): 매출, 실적 및 컨센서스 추정치, 10억 달러, 회계연도 2025–2028 (1월 기준) (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">구매자들이 말하는 내용 중 그 추정치를 낮출 만한 것은 없습니다. 대금 회수가 더뎌지는 또 다른 분기가 그럴 수도 있습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-number-to-watch\" class=\"wp-block-heading\">주목할 지표\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그렇다면, 정말 2000억 달러 상당의 엔비디아 칩이 창고에 쌓여 있을까요? 엔비디아의 판매 실적이나 주요 구매자들의 발언에는 이를 뒷받침하는 내용이 없습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그럼에도 위험은 여전히 현실입니다. \u003Ca href=\"https:\u002F\u002Fomny.fm\u002Fshows\u002Fbloomberg-talks\u002Fcitadel-ceo-ken-griffin-talks-ai-bubble-us-midterm-elections-france-protests\">Bloomberg Talks\u003C\u002Fa>에서 시타델 CEO 켄 그리핀은 오늘날의 구축을 2000년의 광섬유 과잉과 비교하며 \"GPU 공급이 GPU 수요를 초과하는 지점에 도달하면 한계 가격이 실제로 자유낙하할 것\"이라고 경고했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">제 생각: 창고 수치는 설득력이 없지만, 엔비디아가 실제로 대금을 받기까지 더 오래 기다리고 있는 것은 사실입니다. 11월 말에 발표될 예정인 엔비디아의 다음 실적 발표는 그 60일이 45일 쪽으로 돌아오는지 아니면 더 늘어나는지를 보여줄 것입니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-nvidia-stock-actually-worth\" class=\"wp-block-heading\">그렇다면 엔비디아 주식의 실제 가치는 얼마일까요?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR를 사용하면 어떤 주식의 미래 가격도 1분 안에 예측할 수 있습니다. TIKR의 가치 평가 모델에 몇 가지 가정을 입력하기만 하면 엔비디아가 얼마나 가치가 있을지 확인할 수 있습니다. 월스트리트 컨센서스 추정치부터 시작하거나, 비즈니스에 대한 자신의 견해를 반영해 입력값을 조정하세요. 무료로 사용할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">엔비디아 가치 무료 평가하기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>면책 조항:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>TIKR의 기사는 TIKR나 저희 콘텐츠 팀의 투자 또는 금융 조언을 위한 것이 아니며, 특정 주식을 매수 또는 매도하라는 권고도 아님을 유의해 주시기 바랍니다. 저희는 TIKR Terminal의 투자 데이터와 애널리스트들의 추정치를 바탕으로 콘텐츠를 제작합니다. 저희 분석에는 최근의 기업 뉴스나 중요한 업데이트가 포함되지 않을 수 있습니다. TIKR은 언급된 모든 주식에 대해 포지션을 보유하고 있지 않습니다. 읽어주셔서 감사합니다, 행운 있는 투자 되세요!\u003C\u002Fem>\u003C\u002Fp>",919,"ko","\u002Fblog\u002Fai-critic-claims-200-billion-dollars-worth-of-nvidia-chips-sit-in-warehouses","ai-critic-claims-200-billion-dollars-worth-of-nvidia-chips-sit-in-warehouses","images\u002FFEATURED-IMAGE-MAKER-1842\u002FFEATURED-IMAGE-MAKER-1842","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792425869\u002Fimages\u002FFEATURED-IMAGE-MAKER-1842\u002FFEATURED-IMAGE-MAKER-1842.png?_i=AA",{"altText":164,"imageCredit":165},"AI Critic Claims “200 Billion Dollars Worth” of Nvidia Chips Sit in Warehouses","Erik Flyg from Bloomberg and Sergei Starostin from Pexels via Canva",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":171},"Roxanna Maglangit","roxtikr","author","",[],{"name":167,"slug":168,"role":173,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":174},"editor",[],[176],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},"일반 투자","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":164,"metaDesc":183,"opengraphDescription":183,"twitterTitle":164,"twitterDescription":183},"Nvidia’s receivables have something to say about that",{"title":185,"description":186,"twitterTitle":185,"twitterDescription":186,"author":167,"articlePublisher":187,"articlePublishedTime":154,"articleModifiedTime":154,"twitterLabel1":188,"twitterData1":189,"ogTitle":185,"ogDescription":186,"ogUrl":159,"ogImage":162,"ogImageWidth":190,"ogImageHeight":191,"ogImageSecureUrl":162,"ogImageAlt":164,"twitterImage":162},"AI Critic Claims “200 Billion Dollars Worth” of Nvidia Chips Sit in Warehouses","Nvidia’s receivables have something to say about that","TIKR.com","예상 독서 시간","5 minutes",1200,630,[193,208,225,239,254],{"id":180,"title":194,"date":195,"excerpt":196,"wordCount":197,"uri":198,"slug":199,"cloudinaryAssetId":200,"featuredImageOriginalUrl":201,"featuredImageMetadata":202,"author":203,"categories":205,"relatedPosts":207},"전망: 메타의 뮤즈가 소규모 사업주들을 대상으로 \"그냥 압도할 것\"으로 예상되며 실적 발표가 다가옴","2026-10-26 14:11:02","Muse의 최고 고객들은 이미 Meta에 비용을 지불하고 있을 수 있습니다.",965,"\u002Fblog\u002Fprediction-metas-muse-is-just-gonna-crush-it-with-small-business-owners-as-earnings-hit","prediction-metas-muse-is-just-gonna-crush-it-with-small-business-owners-as-earnings-hit","images\u002FMETA-stock-g-stockstudio-from-Getty-Images-Pro-via-Canva\u002FMETA-stock-g-stockstudio-from-Getty-Images-Pro-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699644\u002Fimages\u002FMETA-stock-g-stockstudio-from-Getty-Images-Pro-via-Canva\u002FMETA-stock-g-stockstudio-from-Getty-Images-Pro-via-Canva.png?_i=AA",{"altText":194},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":204},[],[206],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":209,"date":210,"excerpt":211,"wordCount":212,"uri":213,"slug":214,"cloudinaryAssetId":215,"featuredImageOriginalUrl":216,"featuredImageMetadata":217,"author":218,"categories":222,"relatedPosts":224},"Visa와 Mastercard가 한 달 만에 12% 이상 상승했습니다: 이익 실현할 것인가, 더 매수할 것인가?","2026-10-26 14:10:00","좋은 상승세였습니다. 이제 실적이 따라와야 합니다.",872,"\u002Fblog\u002Fvisa-and-mastercard-just-gained-more-than-12-in-a-month-take-profits-or-buy-more","visa-and-mastercard-just-gained-more-than-12-in-a-month-take-profits-or-buy-more","images\u002Fgrinning-bearded-man-rising-chart-and-trading-screens\u002Fgrinning-bearded-man-rising-chart-and-trading-screens","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792794838\u002Fimages\u002Fgrinning-bearded-man-rising-chart-and-trading-screens\u002Fgrinning-bearded-man-rising-chart-and-trading-screens.png?_i=AA",{"altText":209},{"name":219,"slug":220,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":221},"Rexielyn 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문제입니다",1147,"\u002Fblog\u002Fchamath-netflix-is-a-dormant-subscription-and-14b-of-debt-built-its-library","chamath-netflix-is-a-dormant-subscription-and-14b-of-debt-built-its-library","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F10\u002FNetflix-Stock-600x400.png",{"altText":226},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":235},[],[237],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":240,"date":241,"excerpt":242,"wordCount":243,"uri":244,"slug":245,"cloudinaryAssetId":246,"featuredImageOriginalUrl":247,"featuredImageMetadata":248,"author":249,"categories":251,"relatedPosts":253},"IonQ가 한 달 만에 24% 하락했습니다. 지금이 매도할 때일까요, 아니면 대량 매수할 때일까요?","2026-10-26 14:00:00","희석은 아픈 일이지만, 가격이 마침내 흥미로워지고 있습니다.",794,"\u002Fblog\u002Fionq-just-dropped-24-in-a-month-is-it-time-to-sell-or-load-up","ionq-just-dropped-24-in-a-month-is-it-time-to-sell-or-load-up","images\u002Fpondering-man-falling-red-chart\u002Fpondering-man-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792794878\u002Fimages\u002Fpondering-man-falling-red-chart\u002Fpondering-man-falling-red-chart.png?_i=AA",{"altText":240},{"name":219,"slug":220,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":250},[],[252],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":255,"date":256,"excerpt":257,"wordCount":258,"uri":259,"slug":260,"cloudinaryAssetId":261,"featuredImageOriginalUrl":262,"featuredImageMetadata":263,"author":264,"categories":268,"relatedPosts":270},"Surgery Partners, 46% 급등…Bon Secours, 60억 달러 인수 임박","2026-10-26 13:58:16","공정한 퇴출, 만약 실제로 일어난다면",741,"\u002Fblog\u002Fsurgery-partners-soars-46-as-bon-secours-nears-6-billion-takeover","surgery-partners-soars-46-as-bon-secours-nears-6-billion-takeover","images\u002Foverjoyed-woman-rising-chart-and-trading-screens_1443458e279\u002Foverjoyed-woman-rising-chart-and-trading-screens_1443458e279","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792770864\u002Fimages\u002Foverjoyed-woman-rising-chart-and-trading-screens_1443458e279\u002Foverjoyed-woman-rising-chart-and-trading-screens_1443458e279.png?_i=AA",{"altText":255},{"name":265,"slug":266,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":267},"Michael Douglass","michaeldouglass",[],[269],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],[272,292,307,321,336,356,371,386,401],{"id":180,"title":273,"date":274,"excerpt":275,"wordCount":276,"uri":277,"slug":278,"cloudinaryAssetId":279,"featuredImageOriginalUrl":280,"featuredImageMetadata":281,"author":282,"categories":286,"relatedPosts":291},"지난 12개월 동안 13% 상승한 아리스타 네트워크스 주식, 2026년 더 나은 수익률을 제공할 수 있을까?","2026-10-26 12:57:00","아리스타 주식은 1년 만에 10% 상승했습니다. TIKR의 밸류에이션 모델이 2028년 12월까지 $275의 목표가를 제시하며 ANET의 상승 잠재력에 대해 말해주는 것을 확인하세요.",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":273},{"name":283,"slug":284,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":285},"Aditya Raghunath","adityatikr",[],[287],{"name":288,"slug":289,"uri":290,"description":170,"postsCount":180},"가치 평가","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":180,"title":293,"date":294,"excerpt":295,"wordCount":296,"uri":297,"slug":298,"cloudinaryAssetId":299,"featuredImageOriginalUrl":300,"featuredImageMetadata":301,"author":302,"categories":304,"relatedPosts":306},"지난 12개월 동안 48% 하락한 SoFi 주식, 2026년에는 더 나은 성과를 보일 수 있을까?","2026-10-26 12:45:00","SoFi 주식은 1년 만에 51% 하락했습니다. TIKR의 밸류에이션 모델이 SOFI의 상승 가능성에 대해 2028년 12월까지 22달러의 목표 주가를 제시하는 내용을 확인해 보세요.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":293},{"name":283,"slug":284,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":303},[],[305],{"name":288,"slug":289,"uri":290,"description":170,"postsCount":180},[],{"id":180,"title":308,"date":294,"excerpt":309,"wordCount":310,"uri":311,"slug":312,"cloudinaryAssetId":313,"featuredImageOriginalUrl":314,"featuredImageMetadata":315,"author":316,"categories":318,"relatedPosts":320},"지난 12개월 동안 9%만 상승한 팔란티어 주식, 2026년에는 더 나은 수익률을 보여줄 수 있을까?","Palantir 주가는 1년 동안 고작 4% 상승했습니다. TIKR의 밸류에이션 모델이 PLTR의 상승 여력에 대해 무엇을 말하는지 확인해 보세요. 2028년 12월까지 목표가는 529달러입니다.",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":308},{"name":283,"slug":284,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":317},[],[319],{"name":288,"slug":289,"uri":290,"description":170,"postsCount":180},[],{"id":180,"title":322,"date":323,"excerpt":324,"wordCount":325,"uri":326,"slug":327,"cloudinaryAssetId":328,"featuredImageOriginalUrl":329,"featuredImageMetadata":330,"author":331,"categories":333,"relatedPosts":335},"지난 12개월 동안 56% 하락한 AppLovin 주식, 2026년에는 더 나은 수익률을 보여줄 수 있을까?","2026-10-26 12:33:00","AppLovin 주가는 1년 만에 60% 하락했습니다. TIKR의 밸류에이션 모델이 APP의 상승 가능성에 대해 무엇을 말하는지 확인해 보세요. 2028년 12월까지 $366의 목표가를 제시합니다.",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":322},{"name":283,"slug":284,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":332},[],[334],{"name":288,"slug":289,"uri":290,"description":170,"postsCount":180},[],{"id":180,"title":337,"date":338,"excerpt":339,"wordCount":340,"uri":341,"slug":342,"cloudinaryAssetId":343,"featuredImageOriginalUrl":344,"featuredImageMetadata":345,"author":346,"categories":350,"relatedPosts":355},"엑슨모빌 주가, 브렌트유 116달러 돌파하며 사상 최고 종가 기록. 2030년까지 주가 전망은?","2026-10-26 07:55:00","엑슨모빌은 10월 23일 브렌트유가 116달러를 넘어서면서 사상 최고치인 183.21달러에 마감했으며, 현재는 애널리스트들의 평균 목표가를 상회하며 거래되고 있습니다. 회사의 최고재무책임자(CFO)는 파이오니어 인수로 인한 시너지 효과가 두 배로 증가했으며, 엑슨은 더 적은 시추정으로 페미안 지역의 회수율을 두 배로 높이는 것을 목표로 하고 있다고 밝혔습니다. 이는 회사가 통제할 수 있는 비용 레버리지입니다.",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":337},{"name":347,"slug":348,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":349},"Wiltone Asuncion","wiltonetikr",[],[351],{"name":352,"slug":353,"uri":354,"description":170,"postsCount":180},"주식 리뷰","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":180,"title":357,"date":358,"excerpt":359,"wordCount":360,"uri":361,"slug":362,"cloudinaryAssetId":363,"featuredImageOriginalUrl":364,"featuredImageMetadata":365,"author":366,"categories":368,"relatedPosts":370},"Rivian이 AI 시뮬레이션 스타트업을 인수한 다음날 52주 신저가를 기록했습니다. 10월 29일이 보여주는 것은 다음과 같습니다.","2026-10-26 07:50:00","Rivian은 AI 시뮬레이션 스타트업을 인수한 다음 날 52주 신저가를 기록하며, 몇 주 전부터 시작된 19% 하락세를 이어갔습니다. 10월 29일 발표된 보고서는 이제 자율주행 기술에 대한 지출을 비용 구조가 감당할 수 있는지를 보여줘야 합니다.",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":357},{"name":347,"slug":348,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":367},[],[369],{"name":352,"slug":353,"uri":354,"description":170,"postsCount":180},[],{"id":180,"title":372,"date":373,"excerpt":374,"wordCount":375,"uri":376,"slug":377,"cloudinaryAssetId":378,"featuredImageOriginalUrl":379,"featuredImageMetadata":380,"author":381,"categories":383,"relatedPosts":385},"로빈후드 주가, 3분기 실적 발표 전 10월에 15% 하락. 2030년까지 어디로 갈 수 있을지 살펴보기","2026-10-26 07:45:00","Robinhood는 10월 27일 실적 발표를 앞두고 Coinbase와 보조를 맞춰 두 세션 동안 6.73% 하락했습니다. 10월 22일의 두 가지 소식은 그 암호화폐 매출 항목에 반영되지 않을 수 있는 암호화폐 관련 활동을 시사합니다: 비트코인 가격 계약과 Morpho의 주식 토큰에 대한 첫 대출 시장 개설입니다.",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":372},{"name":347,"slug":348,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":382},[],[384],{"name":352,"slug":353,"uri":354,"description":170,"postsCount":180},[],{"id":180,"title":387,"date":388,"excerpt":389,"wordCount":390,"uri":391,"slug":392,"cloudinaryAssetId":393,"featuredImageOriginalUrl":394,"featuredImageMetadata":395,"author":396,"categories":398,"relatedPosts":400},"월마트 주가, 10월에 15% 상승했지만 이익 전망은 상향되지 않았다. 2031년까지 어디까지 갈 수 있을까","2026-10-26 07:40:00","월마트는 9월 30일부터 10월 23일까지 15.4% 상승했지만, 애널리스트들의 향후 12개월 주당순이익(EPS) 추정치는 주당 $3.00으로 유지됐다. 0%에서 3%의 EPS 성장을 예고한 11월 19일 실적 발표를 앞두고, 상승분의 거의 대부분은 더 높은 주가배수에서 비롯됐다.",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":387},{"name":347,"slug":348,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":397},[],[399],{"name":352,"slug":353,"uri":354,"description":170,"postsCount":180},[],{"id":180,"title":402,"date":403,"excerpt":404,"wordCount":405,"uri":406,"slug":407,"cloudinaryAssetId":408,"featuredImageOriginalUrl":409,"featuredImageMetadata":410,"author":411,"categories":413,"relatedPosts":415},"애플이 엔비디아의 하락폭이 12%에 달하는 동안 잠시 엔비디아를 제쳤습니다. 2030년까지 애플 주식이 어디로 갈 수 있을지 살펴봅니다.","2026-10-26 07:35:00","Apple이 10월 23일 Nvidia를 잠시 제치고 사상 최고치인 351.73달러를 기록하며 세계에서 가장 가치 있는 기업이 되었습니다. Apple의 AI 전략은 자본 지출이 거의 필요하지 않지만, PER 38배 수준에서 11월 2일 발표될 마진 실적이 이 배수를 지지해야 합니다.",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":402},{"name":347,"slug":348,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":412},[],[414],{"name":352,"slug":353,"uri":354,"description":170,"postsCount":180},[]]