삐리의 세상 당신의 세상

  Hello! This is Piry, a blogger and Bitget influencer. :) Welcome to my 33nd investment diary. This week, I’ve reorganized my portfolio by focusing on companies with clear upcoming catalysts and cutting-edge tech. Here are the details of my recent "Buy & Sell" decisions based on Gemini's analysis. 🚢 1. Hanwha Ocean: Riding the Naval MRO Wave I newly added Hanwha Ocean to my portfolio. The core reason is its growing relationship with the U.S. government. They've recently secured contracts for U.S. naval ship maintenance, repair, and overhaul (MRO) services. With news of them potentially acquiring additional shipyards in the U.S., I see significant long-term growth potential in the global defense and shipbuilding sector.   Technical Insight: Why Hanwha Ocean’s Expansion into the U.S. Matters Why I’m Bullish: A Technical Perspective The reason I am particularly bullish on Hanwha Ocean goes beyond simple contract wins. It’s about "Technological...

  Hello! This is Piry. :) Today, I’m sharing my 32nd investment diary, covering the second week of January. My portfolio saw some interesting shifts this week as I balanced individual blue-chip stocks with high-growth thematic ETFs. Here is a breakdown of my recent trades and market insights. 1. Betting on Giants: Alphabet (GOOGL) & Samsung Electronics I added Alphabet and Samsung Electronics to my portfolio this week. Alphabet: While I might consider a short-term exit later, I decided to buy in due to the incredible growth potential in Quantum Computing . Samsung Electronics: Samsung is showing positive signals across all its business divisions. While it’s hard to predict the exact peak, I believe now is the right timing if we are to see a further breakout. 2. Specialized Growth: 1Q US Aerospace & Tech ETF (Rocket Lab, etc.) I’ve made a strategic move into the 1Q US Aerospace & Tech sector. To be honest, I am not an expert...

  Hello, this is Piry, a blogger and Bitget influencer. :) Today, I want to discuss the synchronized global market downturn that has been keeping many investors awake. As of late November 2025, many of you might be feeling anxious looking at the "sea of blue" (losses) in your portfolios. I will break down why this is happening and where the market is headed from short, medium, and long-term perspectives. 📉 3 Core Reasons Behind the Current Market Slump The "fear" dominating the market in late 2025 isn't caused by a single factor. We are witnessing a 'Perfect Storm' of several negative catalysts. 1. The Aftershock of 'Tariff Bombs' from the Second Trump Administration The aggressive tariff policies that began earlier this year hit the market hard again in November. Specifically, as President Trump hinted at additional tariffs on certain allies and agricultural products, fears of a full-scale 'Trade War' have resurfaced, straining...