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.
#Investing
3 posts
Memory's Power Reversal: When the AI Cycle Flips Back
HBM swallowed commodity DRAM and flipped memory pricing power for the first time in 30 years. The reversal, chipflation, and the 2028 to 2030 signals.
New Government: Where Do Korean Stocks and Housing Go?
Reading the market after Korea's change of government. Housing supply expansion and commercial law reform aimed at dividend policy look like the drivers.