미국커뮤니티 요약
(상세 내용은 하단부에 첨부합니다.)
2025년 3월 15일 게시글들을 모아봤어. 큼직한 주제는 이래:독일에서 Tesla에 대한 여론이 안 좋은가 봐. 그리고 기업 합병 시 현금 vs 주식 선택에 대한 고민도 있네. Novo Nordisk는 앞으로 어떨지 궁금하다.S&P 500 섹터들이 전반적으로 괜찮은데, 특히 기술주 랠리가 눈에 띄어. 유럽 방산주는 계속 주목해야 할 듯. “Mar-A-Lago Accord” 때문에 시장이랑 달러가 휘청거릴 수 있다는 우려도 있네. 회복 시점은 언제쯤일까?$TTD는 지금 사볼 만한 기회일 수도 있대. 밈 주식 이야기도 빠지지 않고 등장하고, Berkshire Hathaway가 S&P 500보다 훨씬 잘 나간다는 내용도 있네.Reddit은 운영 정책 때문에 약점이 좀 있는 것 같고, Google이 Chrome을 팔 거라는 추측도 있어. 연방 공무원 감원이 시장에 어떤 영향을 줄지도 봐야 하고. Tesla랑 Elon Musk에게 안 좋은 영향을 줄 만한 요인들도 계속 나오는 중.
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미국커뮤니티 상세링크
독일에서 테슬라에 대한 여론 조사 결과, 94%가 테슬라 차량을 구매하지 않겠다고 답했습니다.
Posted by: /u/EbolaaPancakes |
Date: 3/15/2025, 9:17:04 AM
A survey of over 100,000 Germans revealed that 94% won’t buy a Tesla vehicle. It doesn’t bode well for the automaker, whose sales had already been falling off a cliff in the important European market. In 2024, Tesla saw a 41% reduction in sales in Germany compared to 2023 despite EV sales surging 27% during the year.
submitted by /u/EbolaaPancakes
합병 선택 제안을 받았을 때 현금 선택과 주식 선택 중 어떤 것이 더 나은 선택일까요? 
Posted by: /u/LADetroiter |
Date: 3/15/2025, 11:29:28 AM
Thanks
submitted by /u/LADetroiter
– 노보 노디스크, 기대치 상향 vs 하향?
Posted by: /u/ferkomes |
Date: 3/15/2025, 5:24:23 PM
For example:
Their new pill didn’t hit the 25% weight loss mark, but it still achieved over 22%, which is pretty solid.
Ozempic’s patent is set to expire in March 2026, but it’s unclear if any competitors are close to getting an approved alternative.
I’m struggling to make sense of it all. Does anyone with experience in this space have insight into whether Novo Nordisk is in a strong long-term position, or if it might be better to sell?
submitted by /u/ferkomes
‘$QQQ S&P 500의 11개 섹터 모두 상승세를 보였으며, 미국 주식 벤치마크에서 비중이 큰 빅테크 주식들이 특히 강세를 나타냈습니다.’
Posted by: /u/Ok-Economist-5975 |
Date: 3/15/2025, 6:23:51 PM
The U.S. economic calendar was light on Friday, with a report from the University of Michigan showing its gauge of consumer sentiment fell this month more than forecast.
For the week, the Dow fell 3.1%, the S&P 500 shed 2.3% and the technology-heavy Nasdaq dropped 2.4%. The Dow booked its biggest weekly loss since March 2023, while the S&P 500 and Nasdaq each dropped a fourth straight week for their longest losing streaks since August, according to Dow Jones Market Data.
submitted by /u/Ok-Economist-5975
주말 토론 토요일 – 2025년 3월 15일
Posted by: /u/AutoModerator |
Date: 3/15/2025, 6:30:36 PM
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Reuters aggregated – Global news
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유럽 방산주 관련 상황
Posted by: /u/MisterTrader13 |
Date: 3/15/2025, 6:36:31 PM
I do believe the rally is not over yet. So far, I agree that it’s been pure speculation and Europe still has to pay up. However, I think we’re seeing a major cultural shift in Europe around defense. Trump said that if the EU doesn’t pay up, the US will completely remove all military funding to them. This obviously means Europe will have to pay to a certain extent. The question is, how much are they willing to pay up?
Let’s look at the situation right now. Ukraine is not done fighting yet and even if the US tries to help them get a ceasefire, so far the ceasefires conditions have not been accepted by Ukraine. Russia knows that the US under Trump will try to help negotiate more favourable conditions for them, which Ukraine will never agree to. So right now I don’t think the war is over yet. So that’ll definitely be more immediate spending by Europe on defense companies.
Even if we do somehow get a ceasefire within the next couple of weeks, the global environment has changed significantly. America does not want to send as much money overseas as it used to, and is moving more towards its original isolationist policies that were around before WW2. As china continues to scale up its military, it will continue to empower Russia to use as a buffer against the United States, and also get more favourable trades from them (oil, minerals etc.)
So without America, Europe will have to rely on itself. I don’t know how much Europe will be willing to spend on its military, but they are smart enough to know that the past 2 world wars happened on European soil and if they do not want a repeat of that, they can’t rely on anybody but themselves. No UN charter or rules or international law can save them when a countries more militarily armed than them decide to ignore the rules.
So right now I’m just wondering how much do you guys think the EU will be willing to spend, at least over the next 4 years. How much of their budget do you think will be increased towards military spending. I know they’ve already increased it, but how much further are they willing to spend.
Most people say Europe won’t spend much because of its culture around war. But keep in mind that that culture has only developed in the last 70 years. Before that Europe was a bloody place that had been fighting with each other for centuries. They know that if another war happens, even if it involves new powers from Asia, the European continent will not be spared. Another war or even the thought of it may actually break Europe. They spent the better part of the last century changing their culture around racial integration and rebuilding their economy from the rubbles. That culture was made for the sole purpose to avoid another war from ever happening. We like to think of the UN, WTO, WHO and all these international councils as to bring the world together, but their original purpose was to have better mutual cooperation and understanding in the west to prevent another war.
Europe did everything except improve their military. I’d assume that was to prevent empowering threats from within Europe. Now that threats are coming out of Europe, they may have to start re-thinking their global outlook and strategy.
So these European Defense stock rallies could be the beginning of massive gains in the coming months and years.
submitted by /u/MisterTrader13
– 마라라고 합의 – 그들이 시장과 달러를 폭락시키고 있다! 

Posted by: /u/big-papito |
Date: 3/15/2025, 10:30:23 PM
He is Trump’s new chief economic adviser. Guess what? The word “tariff” appears here 215 times. This is the plan. This paper establishes a regime where America is literally a global protection racket – “pay up the tariffs or we throw you to the wolves.”
This has a tinfoil hat flavor to all this, but just yesterday Ezra Klein’s new episode dropped with Gillian Tett, a Financial Times reporter, and it is ALL about the Mar-A-Lago Accord. It’s not a name of some conspiracy theory. This policy paper mentions “Mar-A-Lago Accord” as a thing: https://www.nytimes.com/2025/03/14/opinion/ezra-klein-podcast-gillian-tett.html
You are not crazy – they tried to impose tariffs on our allies, the allies balked, and now the crew is salty and disorganized. They don’t know what to do. Hilariously, Miran predicted this himself (this is in the summary, p.37, read it):
These policies may supercharge efforts of those looking to minimize exposure to the United States. Efforts to find alternatives to the dollar and dollar assets will intensify. There remain significant structural challenges with internationalizing the renminbi or inventing any sort of “BRICS currency,” so any such efforts will likely continue to fail, but alternative reserve assets like gold or cryptocurrencies will likely benefit.
Dionysis Partsinevelos at MSN breaks down the plan in a more terrifying detail, describing scenarios such as repricing Fort Knox gold (THAT’S why you’ve heard about it) and basically sabotaging the dollar and US bonds:
https://www.msn.com/en-us/money/markets/the-mar-a-lago-accord-explained-trump-s-ultimate-plan-to-reshape-the-dollar-and-america-s-debt/ar-AA1zUMQ2
Buckle up.
submitted by /u/big-papito
– 회복 시간- 복구 시간- 재활 기간- 낫는 데 걸리는 시간- 회복하는 데 필요한 시간상황에 따라 가장 적절한 표현을 선택하여 사용하세요. 이모티콘이 있다면 그대로 둘게요 
Posted by: /u/30030s |
Date: 3/15/2025, 11:26:59 PM
In 1999, when I was starting to seriously invest, I developed a tick. Every time I heard that, I would think 25 years, which is the time from 1929 to 1954. Of course, I didn’t say it out loud, but I guess I am now, with this post.
In the case of 1987, it took about four and a half years.
In the case of 1999, it took about eight years for the DJIA, but 18 years for the NASDAQ.
In the case of 2008, it took about six years.
submitted by /u/30030s
– $TTD – 급락하는 주식, 매수 기회 포착! 
Posted by: /u/Brendawg324 |
Date: 3/15/2025, 11:40:09 PM
Pros:
Cons:
The long-term growth story for TTD remains intact, even if Q1 guidance disappointed. The market has punished it heavily, but historically, high-quality growth stocks tend to bounce back once macro pressures ease.
Who else is looking at this as a buying opportunity?
submitted by /u/Brendawg324
r/Stocks 밈 주식 주간 스레드 (2025년 3월 15일 토요일)
Posted by: /u/AutoModerator |
Date: 3/16/2025, 1:00:36 AM
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submitted by /u/AutoModerator
BRK.B는 2024년 1월 이후 34.10% 상승했는데, SPY는 16.98% 상승한 것에 비해 높은 수치야. 이런 환경에서는 장기적으로 BRK.B가 더 나은 투자처일까? 
Posted by: /u/Gay_Black_Atheist |
Date: 3/16/2025, 1:22:22 AM
submitted by /u/Gay_Black_Atheist
레딧(RDDT): 운영 정책/절차로 인한 장기적인 취약성
Posted by: /u/draw2discard2 |
Date: 3/16/2025, 2:47:29 AM
The issue is not so much weird and arbitrary moderation which users unfortunately encounter a bit too often (not on this sub…) but rather types of moderation that create legal vulnerabilities for the company. As we know RDDT is protected by Section 230 from user generated content. However, when user generated content is shaped by RDDT the nature of these protections change. Here is a hypothetical example (but one that reflects things that actually occur on the site);
Let’s say a user promotes a false rumor about Taylor Swift–for example that part of her song writing process is getting in the zone by abusing pregnant, disabled puppies. As a post the only person with legal vulnerability is the user, even if the moderator/site passively fails to remove it.
On the other hand, let’s say other users who see this false rumor and aim to disprove it are disciplined by the moderators (who share the first users hate of Taylor Swift)–for instance, issuing bans to users who challenge the original user or present contradictory information. At that point the role of RDDT and its moderators is no longer passive but is taking active steps to promote a false rumor against Ms. Swift. That moderator becomes legally liable in the same way as the original poster was.
(Note: This stuff really happens….)
Finally, if RDDT is negligent in preventing moderators from actively promoting false narratives (whether in a specific instance or not taking due care to prevent this occurrence, for instance via more robust site wide policies) RDDT also assumes liability.
Does this affect the longterm outlook for investors in RDDT?
submitted by /u/draw2discard2
– 현실적으로 Google이 Chrome을 매각하도록 강요받을 거라고 생각하세요?
Posted by: /u/JojoChurro |
Date: 3/16/2025, 3:13:41 AM
submitted by /u/JojoChurro
– 연방 공무원 해고가 시장에 영향을 미칠까?
Posted by: /u/Novel-Preparation491 |
Date: 3/16/2025, 3:56:14 AM
submitted by /u/Novel-Preparation491
테슬라 주가 하락, 일론 머스크에게 중요한 것을 잃게 할 수도 
Posted by: /u/AndroidOne1 |
Date: 3/16/2025, 4:35:24 AM
Link: https://www.thestreet.com/technology/tesla-stock-declines-could-cost-elon-musk-something-important
Many of these problems can be traced to CEO Elon Musk, who is preoccupied with his new responsibilities at the Department of Government Efficiency. His absence at Tesla’s manufacturing facilities is being felt as share prices continue to trend downward. Musk has lost a lot of money as TSLA stock falls, but he could end up losing something else.
Tesla CEO Elon Musk may be in for a difficult decision if TSLA stock keeps declining.
Musk’s intertwined business empire could be in trouble Tesla may be the company for which Musk is best known, but his assets include several other prominent tech names, including SpaceX and X (formerly Twitter). This wide array of responsibilities concerned investors long before he accepted his new position at DOGE. Now that he has this new position, Musk is spending even less time running his companies, and things haven’t been going well for any of them. While Tesla stock fell last week, a SpaceX rocket exploded during a test flight, and a cyberattack took X down, although users regained access fairly quickly.
Tesla Bull sounds the alarm on Elon Musk’s leadership
This week, reports surfaced that TSLA stock’s poor performance has resulted in significant losses for Musk. On Monday, March 10, he lost roughly $4.7 billion for every $10 the stock price declined, amounting to a total loss of $18.8 billion.
submitted by /u/AndroidOne1
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