אALEPH INSIGHT
Exploring the Edge of
AI & Finance
The First Letter of a New AI-Driven Era
Aleph explores the intersection of AI technology and financial markets. Discover deep technical insights and market intelligence — all in one place.
Latest Insights
AI의 뼈대 (ai-infra)
Will arguments for AI moderation, the plunge in semiconductor stocks, and the financial burden on Big Tech change AI investment?
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거시경제·보고서 (macro)
Why Did AI Stocks Rise When U.S. CPI Was Stronger Than Expected? — Signals from Oil Prices, Oracle, and 10-Year Treasury Bonds
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거시경제·보고서 (macro)
Treasury Buybacks Are Not QE — Is U.S. Money Really Heading Toward AI?
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AI의 현장 (ai-applications)
What is a Term Premium? — Why AI Stocks Get Hit by Interest Rates Twice
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거시경제·보고서 (macro)
While U.S. CPI and PPI fell, AI stocks were different — Why you need to look at discount rates and earnings together
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거시경제·보고서 (macro)
Can AI Beat Inflation? — The Answer Lies in the “Inference Unit Price”
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거시경제·보고서 (macro)
It Was Prices, Not Interest Rates – What Kevin Warsh’s First FOMC Showed
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거시경제·보고서 (macro)
Even if the war ends, the costs remain — What the 106 days of the Iran war left for the Korean stock market
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거시경제·보고서 (macro)
Why is the market so obsessed with AI?
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