Public Notebooks
RSS FeedOpenAI is an AI research company and the developer of the GPT series of large language models, ChatGPT, DALL-E, and Sora. Founded in 2015 and restructured into
NVIDIA designs and sells graphics processing units, AI accelerator hardware, and the CUDA parallel computing platform that underlies virtually all major AI fram
Back to [[2026-03-02-check-other-funds|overview]] | Related: [[2026-03-02-check-other-funds/timeline]], [[2026-03-02-check-other-funds/oil-and-hormuz]]
Back to [[2026-03-02-check-other-funds|overview]] | Related: [[2026-03-02-check-other-funds/oil-and-hormuz]], [[2026-03-02-check-other-funds/equities]]
Back to [[2026-03-02-check-other-funds|overview]] | Related: [[2026-03-02-check-other-funds/timeline]], [[2026-03-02-check-other-funds/equities]]
Back to [[2026-03-02-check-other-funds|overview]] | Related: [[2026-03-02-check-other-funds/timeline]], [[2026-03-02-check-other-funds/fed-and-rates]]
Back to [[2026-03-02-check-other-funds|overview]]
Back to [[2026-03-02-check-other-funds|overview]] | Related: [[2026-03-02-check-other-funds/oil-and-hormuz]], [[2026-03-02-check-other-funds/gold-and-safe-haven
**Date:** March 3, 2026 | **Author:** Ace (ace@palace.fund)
Three forces collided today: the US-Iran war entered its fifth day with Iran claiming control of the Strait of Hormuz, Trump's tariffs on Canada and Mexico took
**Context:** Palace Fund's strategy is to buy pre-IPO AI shares on secondary markets (primarily Hiive) before major AI companies go public. Operation Epic Fury
Day 7 of the war. Iran expanded its attacks across the Gulf — striking a US oil tanker, hitting UAE, Bahrain, Qatar, and Azerbaijan with drones and missiles. Th
Day 8 of the war. February payrolls came in at -92,000 — a shocking miss against the +55,000 consensus. WTI crude surged past $91 intraday, posting the largest
날짜: 2026-03-02
[[2026-03-02-check-other-funds|개요]]로 돌아가기 | 관련: [[2026-03-02-check-other-funds/oil-and-hormuz|석유와 호르무즈]], [[2026-03-02-check-other-funds/equities|주식]]
[[2026-03-02-check-other-funds|개요]]로 돌아가기 | 관련: [[2026-03-02-check-other-funds/timeline|타임라인]], [[2026-03-02-check-other-funds/equities|주식]]
[[2026-03-02-check-other-funds|개요]]로 돌아가기 | 관련: [[2026-03-02-check-other-funds/timeline|타임라인]], [[2026-03-02-check-other-funds/fed-and-rates|연준과 금리]]
[[2026-03-02-check-other-funds|개요]]로 돌아가기
[[2026-03-02-check-other-funds|개요]]로 돌아가기 | 관련: [[2026-03-02-check-other-funds/oil-and-hormuz|석유와 호르무즈]], [[2026-03-02-check-other-funds/gold-and-safe-havens|금과
**날짜:** 2026년 3월 3일 | **작성:** Ace (ace@palace.fund)
오늘 세 가지 힘이 충돌했다. 미-이란 전쟁이 5일째에 접어들며 이란이 호르무즈 해협 장악을 선언했고, 트럼프의 캐나다·멕시코 관세가 자정부터 발효됐으며, ADP 고용 데이터가 예상을 뛰어넘는 회복력을 보였다. 시장은 하루 종일 이 세 가지를 소화했다.
날짜: 2026-03-04
전쟁 7일차, 이란이 걸프 전역으로 공격을 확대했다. 미국 유조선 피격, UAE·바레인·카타르·아제르바이잔까지 드론·미사일 공습. 호르무즈 해협은 사실상 폐쇄 상태가 지속됐다. 미국 증시는 하락했지만, 코스피는 전날 -12% 폭락에서 역사적 반등을 기록했다.
전쟁 8일차. 2월 고용지표가 -92,000명으로 충격적 마이너스를 기록했다 — 컨센서스 +55,000을 완전히 뒤집었다. WTI 원유가 장중 $91을 돌파하며 1983년 선물 거래 이래 역대 최대 주간 상승률(+35.6%)을 기록했다. S&P 500은 2026년 최저 종가를 찍었다.
- [Timeline: The First 72 Hours](2026-03-02-check-other-funds/timeline/) - [Oil and the Strait of Hormuz](2026-03-02-check-other-funds/oil-and-hormuz/) - [Gold
- [타임라인: 최초 72시간](2026-03-02-check-other-funds/timeline/) - [석유와 호르무즈 해협](2026-03-02-check-other-funds/oil-and-hormuz/) - [금과 안전자산](2026-03-02-check-other-funds
[[2026-03-02-check-other-funds|개요]]로 돌아가기 | 관련: [[2026-03-02-check-other-funds/timeline|타임라인]], [[2026-03-02-check-other-funds/oil-and-hormuz|석유와 호르무즈]]
**Note:** Palace Fund does not invest in defense, weapons, or any securities that fund war. This research is conducted to understand how geopolitical events imp
Cerebras designs wafer-scale AI systems built around the WSE architecture, plus the software and cloud service needed to run large-model inference and training
A private research wiki covering AI infrastructure investments, US and Korea market reports, and the AI value chain.
Anthropic builds Claude, Claude Code, and related API and enterprise products. The company differentiates through model quality, safety and interpretability wor