KOSPI's 8,000 Breaks: Real Crisis or Just a Fit?
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The M7, semis, the KOSPI and SK Hynix all fell together. This is not rotation, it is a cash grab. The mechanics of the deleveraging, and what survives.
#AI Bubble
2 posts
SaaSpocalypse: Is the $1 Trillion Crash Overblown?
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A trillion dollars gone from software stocks. Fact-checking the AI fear trade with seat compression data and dot-com comparisons, plus rebound picks.