In the AI era, ChatGPT is used, but NVIDIA is missing out.
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Description
Book Introduction
"If you're using AI, start investing."
As NVIDIA CEO Jensen Huang once said, "AI is a language that transcends borders," AI companies will now become the language and enterprise of everyone around the world. Now is the time to broaden our understanding of related fields that will benefit from AI, such as semiconductors, autonomous driving, and robotics, while also studying long-term and diversified investment strategies.
I hope you're not just users of AI, but owners of AI. This is a crucial time, as AI technology begins to impact every industry.
The value of money will continue to decline, and our wage increases will struggle to keep pace with inflation. AI productivity will increase, while human productivity will decline.
Don't be satisfied with a 2-3% savings account. If you don't own assets that can benefit from AI, the wealth gap will only widen.
I wrote this book for one simple reason: AI is already transforming our lives, and I believe now is the opportunity to embrace this change not as a "consumer," but as a "master."
If you've been impressed by ChatGPT and researched NVIDIA, it's time to take it one step further.
You too can go beyond being a "user of AI" or a "beneficiary of AI" to become an "owner of AI." For those just beginning to invest at the dawn of a new era where AI is transforming the paradigm, I hope this book will provide practical advice and a reference guide to help you begin your own investment journey.
You may feel it is too late.
But in investing, there is always a new beginning.
I hope this book gives you the courage to buy your first stock.
As NVIDIA CEO Jensen Huang once said, "AI is a language that transcends borders," AI companies will now become the language and enterprise of everyone around the world. Now is the time to broaden our understanding of related fields that will benefit from AI, such as semiconductors, autonomous driving, and robotics, while also studying long-term and diversified investment strategies.
I hope you're not just users of AI, but owners of AI. This is a crucial time, as AI technology begins to impact every industry.
The value of money will continue to decline, and our wage increases will struggle to keep pace with inflation. AI productivity will increase, while human productivity will decline.
Don't be satisfied with a 2-3% savings account. If you don't own assets that can benefit from AI, the wealth gap will only widen.
I wrote this book for one simple reason: AI is already transforming our lives, and I believe now is the opportunity to embrace this change not as a "consumer," but as a "master."
If you've been impressed by ChatGPT and researched NVIDIA, it's time to take it one step further.
You too can go beyond being a "user of AI" or a "beneficiary of AI" to become an "owner of AI." For those just beginning to invest at the dawn of a new era where AI is transforming the paradigm, I hope this book will provide practical advice and a reference guide to help you begin your own investment journey.
You may feel it is too late.
But in investing, there is always a new beginning.
I hope this book gives you the courage to buy your first stock.
- You can preview some of the book's contents.
Preview
index
Prologue_ If you use AI, start investing too 005
Part 1: The AI Era: A Changing Investment Landscape
001 We're already asking AI
You are already an AI user 019
Attention, that one is enough 021
Questions are just the beginning 022
Investment Tips: AI Investment Timing: Where Are We Now? 024
002 This Time It's Different: Is AI a Paradigm Shift?
Revolution Recognized by the Nobel Prize 026
Lessons from AI Winter 027
Spring 029, as predicted by AlphaGo
The Beginning of a War of Scales 030
Nvidia 032 takes the stakes
Investment Tip: Should I buy at market price or at a limit price? 034
003 Getting Started with AI Investments - When, What, and How
When: The best timing is now 035
What: Following Korea's Collective Intelligence 038
How: Start Simple and Experience the Emotions 041
Psychology Divides the Answer 043
Investment Tip: Are there taxes on investing in foreign stocks? 045
● Investment Roadmap for Beginner AI Investors: Step 1 046
Part 2 Questions for Beginner Investors
004 Nvidia has already gone up too much, right?
People Who Can't Invest in NVIDIA 052
The Regrets of Those Shaken by Fear 053
The Trap of "Adequate Profits" 055
Does market cap number one mean a peak? 056
AI infrastructure isn't finished yet 058
Investment Tip: Should I start with ETFs like the S&P or Nasdaq? 059
005 Tesla, how do you withstand the king of volatility?
Why Tesla is Difficult to Invest in (Part 062)
AI Companies Too Attractive to Ignore 064
Tesla Investment Strategy: How to Maintain a Stable Mindset 067
Investment Tip: Beware the Difference Between Korean and Global Investors When Investing in Tesla 069
006 Palantir, can we trust you?
Koreans Recognize Palantir 071
Why I Turned Away from Investing in Palantir 072
Palantir is the company that will become the mother of all companies 073
Palantir's core strategy is customer lock-in.
Investment Tips: How to Start Studying Companies? 077
● Investment Roadmap for Beginner AI Investors, Step 2 080
Part 3: Getting Started with Asset Allocation with ETFs
007 Portfolio Theory
When to transfer eggs 088
Traditional Portfolio: Talmud Wisdom 090
The Permanent Portfolio: A Survival Strategy Born in the Chaos of the 1970s 092
All Weather Portfolio 095
The ultimate tool for implementing portfolio theory: ETF 097
Investment Tips: 100 Global ETFs
Adding ETFs to your 008 portfolio
Not all ETFs are the same 102
How ETFs Work 103
A Beginner's Guide to Choosing ETFs 105
A Portfolio Journey Beginning with ETFs: Five Types (107)
Investment Tips: Investing in ETFs from Domestic Asset Management Companies:
109 for those using pension savings fund accounts
009 Index ETF
How to Invest in Hundreds of Companies at Once 112
Representative Index ETF 1: S&P 500 (Representative of the U.S. Economy) 114
Representative Index ETF #2: Nasdaq 100 (Tech Paradise) 116
Rethinking American Universalism 117
Top 3 Index ETFs: MSCI Indices (Expanding Global Perspective) 119
There's no need to throw away your existing portfolio 122
The Psychology of Index Investing: Why It's Difficult 124
Investment Tip: What is the FTSE Index? 126
010 Cash and Bond ETFs
Warren Buffett's Two Investment Principles 127
128 Opportunities for Cash in a Crash
The Tug-of-War Between Bonds and Interest Rates 130
U.S. Short-Term Treasury Bonds 132 Used to Adjust Investment Timing
Adding Bond ETFs to Your Portfolio 133
Stocks and bonds alone aren't enough 135
Investment Tips: Prepare to Avoid Losing Money? 136
011 Gold/Commodities/REITs: The Final Puzzle Piece in Your Portfolio
Gold: A Physical Asset That AI Can't Replace 137
Choosing a Gold ETF Based on Your Investor Type 140
Investing in Raw Materials in the AI Era 143
Silver and Copper: Core Materials for AI Infrastructure 145
Lithium: An Emerging Resource in the AI Era 1 147
Uranium: The Emerging Resource in the AI Era 2 148
Real Estate Transformed by AI: REIT 149
150 Reasons Why Analog Assets Are Growing in the AI Era
Investment Tips: Utilizing the KRX Gold Market (Securities Firm Spot Trading) 153
● 3-Step Investment Roadmap for Beginner AI Investors 154
Part 4: Increasing Returns with a Core-Satellite Strategy
012 Using AI ETFs: For Those Looking for the Next NVIDIA
Are AI ETFs Enough? 164
166 Reasons to Invest in Individual Stocks Instead of AI ETFs
ARK Investments: The Exploration Map 168: The Search for the Next NVIDIA
Tempus AI: Decoding the Hidden Language of Medical Data 170
Robinhood: Fintech Armed with Financial Democratization 172
BWX Technologies: Power Pipeline 173 in the AI Era
Investing in AI Companies Takes Time 175
Investment Tips: A Look at the AI ETF Portfolio 178
013 Using Leveraged/Inverse ETFs
Koreans' Love of Leveraged/Inverse ETFs 181
When Should You Invest in Leveraged ETFs? 183
Sell Timing and Profit-Taking Strategies 185
187 Reasons I Don't Recommend Inverse ETFs
Investment Tips: Leveraged ETFs: Just Remember This 190
014 Cryptocurrency Investment
The Operating System of the AI Economy 191
Bitcoin Establishes Itself as an Alternative Asset 193
Cryptocurrency Investment Following the Halving Cycle 196
Everyone has different investment tolerances. 199
Investment Tip: I want to invest in cryptocurrencies other than Bitcoin.
● 4 Steps to an Investment Roadmap for Beginner AI Investors 203
Part 5: AI Investment: A Completion Guided by Psychology and Principles
015 The Trap of Mediocrity and Hidden AI Innovators
The Future of the AI War: A Look at Prediction Markets 209
Opportunities Passed By 211
AI, Unleashing a New Era of Electricity 213
The Tesla of Agriculture, John Deere 214
Ferrari Takes Another Leap Forward with Palantir Technology 215
Goldman Sachs 216: Refusing to Become a Traditional Financial Firm
The Next Nvidia: A New Look for an Existing Company 217
Investment Tip: I want to invest in OpenAI, the developer of ChatGPT. 218
016 The Desire and Trap of Finding the Next
Siren's Song, Next's Temptation 220
Between Stability and Challenge 221
Investing by Following Others vs. Investing by Leaving It to Others 223
Investing is a process of finding your own answers. 224
Investment Tips: Examples of Specific Principles and the Courage to Clean Up Losing Accounts 226
017 What kind of investor am I?
When the market fluctuates, I become a monkey 227
There is no perfect strategy 229
21st of every month, the investment freedom your salary gives you 229
When I'm stressed, I buy US stocks 232
What Mistakes and Trial and Error Taught Us 233
Investment Tips: Portfolio Protection Habits: Rebalancing 238
● 5-Step Investment Roadmap for Beginner AI Investors 240
Epilogue 243
Part 1: The AI Era: A Changing Investment Landscape
001 We're already asking AI
You are already an AI user 019
Attention, that one is enough 021
Questions are just the beginning 022
Investment Tips: AI Investment Timing: Where Are We Now? 024
002 This Time It's Different: Is AI a Paradigm Shift?
Revolution Recognized by the Nobel Prize 026
Lessons from AI Winter 027
Spring 029, as predicted by AlphaGo
The Beginning of a War of Scales 030
Nvidia 032 takes the stakes
Investment Tip: Should I buy at market price or at a limit price? 034
003 Getting Started with AI Investments - When, What, and How
When: The best timing is now 035
What: Following Korea's Collective Intelligence 038
How: Start Simple and Experience the Emotions 041
Psychology Divides the Answer 043
Investment Tip: Are there taxes on investing in foreign stocks? 045
● Investment Roadmap for Beginner AI Investors: Step 1 046
Part 2 Questions for Beginner Investors
004 Nvidia has already gone up too much, right?
People Who Can't Invest in NVIDIA 052
The Regrets of Those Shaken by Fear 053
The Trap of "Adequate Profits" 055
Does market cap number one mean a peak? 056
AI infrastructure isn't finished yet 058
Investment Tip: Should I start with ETFs like the S&P or Nasdaq? 059
005 Tesla, how do you withstand the king of volatility?
Why Tesla is Difficult to Invest in (Part 062)
AI Companies Too Attractive to Ignore 064
Tesla Investment Strategy: How to Maintain a Stable Mindset 067
Investment Tip: Beware the Difference Between Korean and Global Investors When Investing in Tesla 069
006 Palantir, can we trust you?
Koreans Recognize Palantir 071
Why I Turned Away from Investing in Palantir 072
Palantir is the company that will become the mother of all companies 073
Palantir's core strategy is customer lock-in.
Investment Tips: How to Start Studying Companies? 077
● Investment Roadmap for Beginner AI Investors, Step 2 080
Part 3: Getting Started with Asset Allocation with ETFs
007 Portfolio Theory
When to transfer eggs 088
Traditional Portfolio: Talmud Wisdom 090
The Permanent Portfolio: A Survival Strategy Born in the Chaos of the 1970s 092
All Weather Portfolio 095
The ultimate tool for implementing portfolio theory: ETF 097
Investment Tips: 100 Global ETFs
Adding ETFs to your 008 portfolio
Not all ETFs are the same 102
How ETFs Work 103
A Beginner's Guide to Choosing ETFs 105
A Portfolio Journey Beginning with ETFs: Five Types (107)
Investment Tips: Investing in ETFs from Domestic Asset Management Companies:
109 for those using pension savings fund accounts
009 Index ETF
How to Invest in Hundreds of Companies at Once 112
Representative Index ETF 1: S&P 500 (Representative of the U.S. Economy) 114
Representative Index ETF #2: Nasdaq 100 (Tech Paradise) 116
Rethinking American Universalism 117
Top 3 Index ETFs: MSCI Indices (Expanding Global Perspective) 119
There's no need to throw away your existing portfolio 122
The Psychology of Index Investing: Why It's Difficult 124
Investment Tip: What is the FTSE Index? 126
010 Cash and Bond ETFs
Warren Buffett's Two Investment Principles 127
128 Opportunities for Cash in a Crash
The Tug-of-War Between Bonds and Interest Rates 130
U.S. Short-Term Treasury Bonds 132 Used to Adjust Investment Timing
Adding Bond ETFs to Your Portfolio 133
Stocks and bonds alone aren't enough 135
Investment Tips: Prepare to Avoid Losing Money? 136
011 Gold/Commodities/REITs: The Final Puzzle Piece in Your Portfolio
Gold: A Physical Asset That AI Can't Replace 137
Choosing a Gold ETF Based on Your Investor Type 140
Investing in Raw Materials in the AI Era 143
Silver and Copper: Core Materials for AI Infrastructure 145
Lithium: An Emerging Resource in the AI Era 1 147
Uranium: The Emerging Resource in the AI Era 2 148
Real Estate Transformed by AI: REIT 149
150 Reasons Why Analog Assets Are Growing in the AI Era
Investment Tips: Utilizing the KRX Gold Market (Securities Firm Spot Trading) 153
● 3-Step Investment Roadmap for Beginner AI Investors 154
Part 4: Increasing Returns with a Core-Satellite Strategy
012 Using AI ETFs: For Those Looking for the Next NVIDIA
Are AI ETFs Enough? 164
166 Reasons to Invest in Individual Stocks Instead of AI ETFs
ARK Investments: The Exploration Map 168: The Search for the Next NVIDIA
Tempus AI: Decoding the Hidden Language of Medical Data 170
Robinhood: Fintech Armed with Financial Democratization 172
BWX Technologies: Power Pipeline 173 in the AI Era
Investing in AI Companies Takes Time 175
Investment Tips: A Look at the AI ETF Portfolio 178
013 Using Leveraged/Inverse ETFs
Koreans' Love of Leveraged/Inverse ETFs 181
When Should You Invest in Leveraged ETFs? 183
Sell Timing and Profit-Taking Strategies 185
187 Reasons I Don't Recommend Inverse ETFs
Investment Tips: Leveraged ETFs: Just Remember This 190
014 Cryptocurrency Investment
The Operating System of the AI Economy 191
Bitcoin Establishes Itself as an Alternative Asset 193
Cryptocurrency Investment Following the Halving Cycle 196
Everyone has different investment tolerances. 199
Investment Tip: I want to invest in cryptocurrencies other than Bitcoin.
● 4 Steps to an Investment Roadmap for Beginner AI Investors 203
Part 5: AI Investment: A Completion Guided by Psychology and Principles
015 The Trap of Mediocrity and Hidden AI Innovators
The Future of the AI War: A Look at Prediction Markets 209
Opportunities Passed By 211
AI, Unleashing a New Era of Electricity 213
The Tesla of Agriculture, John Deere 214
Ferrari Takes Another Leap Forward with Palantir Technology 215
Goldman Sachs 216: Refusing to Become a Traditional Financial Firm
The Next Nvidia: A New Look for an Existing Company 217
Investment Tip: I want to invest in OpenAI, the developer of ChatGPT. 218
016 The Desire and Trap of Finding the Next
Siren's Song, Next's Temptation 220
Between Stability and Challenge 221
Investing by Following Others vs. Investing by Leaving It to Others 223
Investing is a process of finding your own answers. 224
Investment Tips: Examples of Specific Principles and the Courage to Clean Up Losing Accounts 226
017 What kind of investor am I?
When the market fluctuates, I become a monkey 227
There is no perfect strategy 229
21st of every month, the investment freedom your salary gives you 229
When I'm stressed, I buy US stocks 232
What Mistakes and Trial and Error Taught Us 233
Investment Tips: Portfolio Protection Habits: Rebalancing 238
● 5-Step Investment Roadmap for Beginner AI Investors 240
Epilogue 243
Detailed image
Into the book
AI Investment Timing: Where Are We Now?
Technological advancements have always transformed the asset landscape. AI is no longer a research area; it's become the foundation of industry, and the pace of change is faster than in the internet and smartphone eras.
The AI timeline shows how technological evolution and investment opportunities unfold simultaneously.
This is not just a trend, but a paradigm shift.
If you're worried that it's too late to invest in AI, consider how many investment opportunities have existed since the iPhone's launch.
ChatGPT appeared in November 2022, just three years ago.
The smartphone revolution has lasted over a decade, and the AI revolution will be even bigger and deeper.
Now it begins.
Technology comes first, investment opportunities follow.
We are at that intersection now.
--- p.24
ETFs: The Best Tool for Implementing Portfolio Theory
Even in the age of AI, the principle of decentralization still holds true.
No, it's become even more important. While AI is transforming every industry, it's impossible to accurately predict the pace and direction of that change.
A while ago, one of my acquaintances proudly said:
"I started investing in ETFs last year. I bought QQQ and the returns were amazing!"
But it turned out he didn't know that QQQ tracks the Nasdaq 100, nor that the Nasdaq 100 is tech-heavy.
I bought it simply because I heard, "ETFs are safe." ETFs aren't simply a risk-reduction tool.
It's a defensive shield that broadens and balances your investment portfolio, and it's a starting point for a more robust portfolio.
--- p.99
The next NVIDIA is a new look for an existing company.
We tend to only follow companies that are in the spotlight.
But the real winners in the AI era may be the companies that quietly change the game in everyday life.
John Deere, Ferrari, Goldman Sachs.
Although their fields differ, companies that embrace AI as the "brain of their organization," not just a tool, share a common thread.
That is, it is not a company that has “used AI,” but a company that “works with AI.”
And these companies might be the next NVIDIAs we're looking for.
Rather than focusing solely on specific industries, I recommend looking for companies that are effectively utilizing AI. The beneficiaries of AI are much broader and closer than we realize.
Technological advancements have always transformed the asset landscape. AI is no longer a research area; it's become the foundation of industry, and the pace of change is faster than in the internet and smartphone eras.
The AI timeline shows how technological evolution and investment opportunities unfold simultaneously.
This is not just a trend, but a paradigm shift.
If you're worried that it's too late to invest in AI, consider how many investment opportunities have existed since the iPhone's launch.
ChatGPT appeared in November 2022, just three years ago.
The smartphone revolution has lasted over a decade, and the AI revolution will be even bigger and deeper.
Now it begins.
Technology comes first, investment opportunities follow.
We are at that intersection now.
--- p.24
ETFs: The Best Tool for Implementing Portfolio Theory
Even in the age of AI, the principle of decentralization still holds true.
No, it's become even more important. While AI is transforming every industry, it's impossible to accurately predict the pace and direction of that change.
A while ago, one of my acquaintances proudly said:
"I started investing in ETFs last year. I bought QQQ and the returns were amazing!"
But it turned out he didn't know that QQQ tracks the Nasdaq 100, nor that the Nasdaq 100 is tech-heavy.
I bought it simply because I heard, "ETFs are safe." ETFs aren't simply a risk-reduction tool.
It's a defensive shield that broadens and balances your investment portfolio, and it's a starting point for a more robust portfolio.
--- p.99
The next NVIDIA is a new look for an existing company.
We tend to only follow companies that are in the spotlight.
But the real winners in the AI era may be the companies that quietly change the game in everyday life.
John Deere, Ferrari, Goldman Sachs.
Although their fields differ, companies that embrace AI as the "brain of their organization," not just a tool, share a common thread.
That is, it is not a company that has “used AI,” but a company that “works with AI.”
And these companies might be the next NVIDIAs we're looking for.
Rather than focusing solely on specific industries, I recommend looking for companies that are effectively utilizing AI. The beneficiaries of AI are much broader and closer than we realize.
--- p.218
Publisher's Review
Investing is a process of finding your own answers.
Investing by following others and investing by entrusting it to others are different.
The former is setting the direction with my own feet and referring to the footsteps of others, while the latter is handing over the keys and being dragged around.
The phrase "Investing is your own responsibility" is not a warning, but a blessing.
The moment I accept that responsibility, I can learn independently, and the market becomes my teacher.
Even if someone recommends a stock that will definitely rise, I must act based on my own judgment.
It is better to buy stocks based on my judgment even if they fall.
Ultimately, you have to discover your own investment through that process.
Investing isn't about following the answers others give you, but rather finding your own answers that you can handle.
We crave higher returns, and comparing ourselves to others leaves us feeling anxious and unstable.
But, if I set my path clearly, I can endure it.
Consistency is more important than short-term results.
Ask yourself, not others.
Whether you're a quick-thinker or someone who believes in the value of waiting quietly, you need to find your own principles and rhythm.
If you're looking for an investment that will have the last laugh, then no matter what anyone says, the commentary you wrote is the right answer.
Investing by following others and investing by entrusting it to others are different.
The former is setting the direction with my own feet and referring to the footsteps of others, while the latter is handing over the keys and being dragged around.
The phrase "Investing is your own responsibility" is not a warning, but a blessing.
The moment I accept that responsibility, I can learn independently, and the market becomes my teacher.
Even if someone recommends a stock that will definitely rise, I must act based on my own judgment.
It is better to buy stocks based on my judgment even if they fall.
Ultimately, you have to discover your own investment through that process.
Investing isn't about following the answers others give you, but rather finding your own answers that you can handle.
We crave higher returns, and comparing ourselves to others leaves us feeling anxious and unstable.
But, if I set my path clearly, I can endure it.
Consistency is more important than short-term results.
Ask yourself, not others.
Whether you're a quick-thinker or someone who believes in the value of waiting quietly, you need to find your own principles and rhythm.
If you're looking for an investment that will have the last laugh, then no matter what anyone says, the commentary you wrote is the right answer.
GOODS SPECIFICS
- Date of issue: December 5, 2025
- Page count, weight, size: 248 pages | 148*210*20mm
- ISBN13: 9791199452640
- ISBN10: 1199452645
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