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A solid FoFty weekend banger just dropped! Interesting to see he's noticing a massive divergence in the South Korean KOSPI index. 55% of the KOSPI index is composed of two memory manufacturers: SK Hynix and Samsung. Basically if the KOSPI falls, so do $MU, $SNDK, etc.

Financelot

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30,522 次观看 • 1 个月前 •via X (Twitter)

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South Korea's KOSPI index fell by over 8% as chipmakers SK Hynix and Samsung joined a tumble in AI stocks. Janet Mui of RBC Brewin Dolphin says traders don't know if memory chip demand is cyclical or in a supercycle, but chipmakers' revenues could justify valuations moving higher

South Korea's KOSPI index fell by over 8% as chipmakers SK Hynix and Samsung joined a tumble in AI stocks. Janet Mui of RBC Brewin Dolphin says traders don't know if memory chip demand is cyclical or in a supercycle, but chipmakers' revenues could justify valuations moving higher

Reuters

38,488 次观看 • 1 个月前

BLOODBATH 🚨 🇰🇷 South Korea's KOSPI has fallen 6% from today's high. Now all eyes turn to Samsung. The company reports Q2 earnings tomorrow, July 7. With Samsung and SK Hynix representing nearly half of the KOSPI, this single earnings release could dictate where the Korean market heads next.

BLOODBATH 🚨 🇰🇷 South Korea's KOSPI has fallen 6% from today's high. Now all eyes turn to Samsung. The company reports Q2 earnings tomorrow, July 7. With Samsung and SK Hynix representing nearly half of the KOSPI, this single earnings release could dictate where the Korean market heads next.

Crypto Rover

110,857 次观看 • 18 天前

KOSPI went from 3,033 to 9,386 and back into a bear market inside eleven months. Seven circuit breaker halts so far this year, surpassing 2008. The memory shortage is real in the short to medium term, Samsung $SSNLF and SK Hynix $SKHY sit at the center of it, and the index may well run again from here. But a country index that triples on one industry's capex is not a stock market anymore. It is a single trade with a country attached :)

KOSPI went from 3,033 to 9,386 and back into a bear market inside eleven months. Seven circuit breaker halts so far this year, surpassing 2008. The memory shortage is real in the short to medium term, Samsung $SSNLF and SK Hynix $SKHY sit at the center of it, and the index may well run again from here. But a country index that triples on one industry's capex is not a stock market anymore. It is a single trade with a country attached :)

Inferam

32,107 次观看 • 7 天前

🚨 SOUTH KOREA’S AI BUBBLE IS BREAKING DOWN. The KOSPI just crashed nearly 7%, wiping out roughly ₩580 TRILLION ($350 BILLION) from Korean stocks in a single session. Samsung and SK Hynix, the two companies that helped drive Korea’s AI mania, are now leading the collapse. And the leverage is making it even worse. KORU, the 3x leveraged Korea ETF, is down almost 23%, creating forced selling and accelerating the liquidation spiral across the market.

🚨 SOUTH KOREA’S AI BUBBLE IS BREAKING DOWN. The KOSPI just crashed nearly 7%, wiping out roughly ₩580 TRILLION ($350 BILLION) from Korean stocks in a single session. Samsung and SK Hynix, the two companies that helped drive Korea’s AI mania, are now leading the collapse. And the leverage is making it even worse. KORU, the 3x leveraged Korea ETF, is down almost 23%, creating forced selling and accelerating the liquidation spiral across the market.

Crypto Rover

116,138 次观看 • 22 天前

SOUTH KOREA’S STOCK MARKET HAS TURNED INTO A MEMECOIN. KOSPI crashed 21%, wiping out ₩1,100 TRILLION ($700 BILLION) from all time highs. Then pumped 6.6%, adding back ₩300 TRILLION in a single day. And almost the ENTIRE move is being driven by just Samsung and SK Hynix while the market still trades near bear market territory.

SOUTH KOREA’S STOCK MARKET HAS TURNED INTO A MEMECOIN. KOSPI crashed 21%, wiping out ₩1,100 TRILLION ($700 BILLION) from all time highs. Then pumped 6.6%, adding back ₩300 TRILLION in a single day. And almost the ENTIRE move is being driven by just Samsung and SK Hynix while the market still trades near bear market territory.

Crypto Rover

79,904 次观看 • 21 天前

🚨 BREAKING: INSANE MARKET CRASH!! 🇰🇷 OVER ₩260,000,000,000,000 HAS BEEN WIPED OUT OF THE KOREAN STOCK MARKET IN 15 MINUTES! THE KOSPI INDEX (KOREA'S S&P 500) HAS CRASHED OVER 30% AMID EARLY SIGNS OF AN AI BUBBLE COLLAPSE. THIS IS EXTREMELY BAD FOR THE MARKETS...

🚨 BREAKING: INSANE MARKET CRASH!! 🇰🇷 OVER ₩260,000,000,000,000 HAS BEEN WIPED OUT OF THE KOREAN STOCK MARKET IN 15 MINUTES! THE KOSPI INDEX (KOREA'S S&P 500) HAS CRASHED OVER 30% AMID EARLY SIGNS OF AN AI BUBBLE COLLAPSE. THIS IS EXTREMELY BAD FOR THE MARKETS...

0xNobler

319,495 次观看 • 4 天前

If you are buying $DRAM or $EWY … You should know that buying Samsung & SK Hynix come with geopolitical risk… for example that the Samsung & South Korean Labor Union failing to reach a deal… If Micron $MU does it the best… then why buy Samsung & SK Hynix is a take I do agree with… but there is also high upside in those names… If Amazon $AMZN does it the best… why buy Alibaba?

If you are buying $DRAM or $EWY … You should know that buying Samsung & SK Hynix come with geopolitical risk… for example that the Samsung & South Korean Labor Union failing to reach a deal… If Micron $MU does it the best… then why buy Samsung & SK Hynix is a take I do agree with… but there is also high upside in those names… If Amazon $AMZN does it the best… why buy Alibaba?

Marcos Milla

43,671 次观看 • 2 个月前

🚨 Video of the day — $DRAM ETF CEO Dave Mazza on Memory supercycle 👇 Stocks like $MU , $SNDK, SK Hynix and Samsung are up Triple digit % but EPS is revised up 6-8X for 2027/2028 📈

🚨 Video of the day — $DRAM ETF CEO Dave Mazza on Memory supercycle 👇 Stocks like $MU , $SNDK, SK Hynix and Samsung are up Triple digit % but EPS is revised up 6-8X for 2027/2028 📈

Sandeep Anand

88,957 次观看 • 2 个月前

They waited for the ONE day Americans couldn’t buy $MU (check out video below) Think about it 🧵👇 🇺🇸 🦅 Wednesday: $META headline drops. $MU -5.5%. Retail panics into the close. Thursday night: Seoul gets massacred. Hynix -15%. Samsung -9%. KOSPI -8% with trading halts. $SOXX Friday: US market CLOSED for July 4th. We’re locked out. Can’t buy the dip. And what happens the second we can’t touch it? 🇰🇷 KOSPI rips +5.8% and triggers a BUY-side halt 🇰🇷 Hynix +11% 🇰🇷 Samsung +8% The V-recovery happened while your broker was dark. That’s not a coincidence. That’s a shakeout. Receipts that Monday is already decided: 📍 MU perps trading $1,029 RIGHT NOW on 24/7 markets (+5.5% before NYSE even opens) 📍 RSI reset from 82 to 48. Full flush, trend intact 📍 Still +166% YTD, sitting ON the 50 EMA runway 📍 SK Hynix lists on the Nasdaq FRIDAY. They’re not letting memory bleed into that debut $960 was the price two weeks ago. Everyone begged for this dip. Now they have it and they’re scared of it. LET ME BE CLEAR My call: V-recovery, $1,180-$1,200 by Friday. I’m not hedging this one. Full breakdown with levels in the video 👇 Not advice. My money, my risk. NO CRYING IN THE CLUB $MU $NVDA #KOSPI

They waited for the ONE day Americans couldn’t buy $MU (check out video below) Think about it 🧵👇 🇺🇸 🦅 Wednesday: $META headline drops. $MU -5.5%. Retail panics into the close. Thursday night: Seoul gets massacred. Hynix -15%. Samsung -9%. KOSPI -8% with trading halts. $SOXX Friday: US market CLOSED for July 4th. We’re locked out. Can’t buy the dip. And what happens the second we can’t touch it? 🇰🇷 KOSPI rips +5.8% and triggers a BUY-side halt 🇰🇷 Hynix +11% 🇰🇷 Samsung +8% The V-recovery happened while your broker was dark. That’s not a coincidence. That’s a shakeout. Receipts that Monday is already decided: 📍 MU perps trading $1,029 RIGHT NOW on 24/7 markets (+5.5% before NYSE even opens) 📍 RSI reset from 82 to 48. Full flush, trend intact 📍 Still +166% YTD, sitting ON the 50 EMA runway 📍 SK Hynix lists on the Nasdaq FRIDAY. They’re not letting memory bleed into that debut $960 was the price two weeks ago. Everyone begged for this dip. Now they have it and they’re scared of it. LET ME BE CLEAR My call: V-recovery, $1,180-$1,200 by Friday. I’m not hedging this one. Full breakdown with levels in the video 👇 Not advice. My money, my risk. NO CRYING IN THE CLUB $MU $NVDA #KOSPI

JC Merlo

56,044 次观看 • 20 天前

$THIS KOSPI CHART SHOULD TERRIFY EVERY KOREAN INVESTOR. South Korea's stock market is now tracking the Nasdaq's dot-com bubble almost perfectly. So far, every major move has looked remarkably similar. If this fractal continues... The most brutal part of the crash may not have even started yet.$

THIS KOSPI CHART SHOULD TERRIFY EVERY KOREAN INVESTOR. South Korea's stock market is now tracking the Nasdaq's dot-com bubble almost perfectly. So far, every major move has looked remarkably similar. If this fractal continues... The most brutal part of the crash may not have even started yet.

Crypto Rover

76,988 次观看 • 7 天前

What if the AI bubble was built on an engineered memory shortage? $MU just crashed over 17% from its recent high right as Micron, Samsung, and SK Hynix got hit with a federal lawsuit accusing them of restricting DRAM supply while AI demand sent prices up nearly 700%. The scary part? Samsung and SK Hynix already pleaded guilty to memory chip price fixing once before. And now the entire AI boom runs on their chips.

What if the AI bubble was built on an engineered memory shortage? $MU just crashed over 17% from its recent high right as Micron, Samsung, and SK Hynix got hit with a federal lawsuit accusing them of restricting DRAM supply while AI demand sent prices up nearly 700%. The scary part? Samsung and SK Hynix already pleaded guilty to memory chip price fixing once before. And now the entire AI boom runs on their chips.

Crypto Rover

91,882 次观看 • 24 天前

SK Hynix may not be a household name, but the South Korean memory chipmaker is one of the top names in the hottest corner of the stock market. Ahead of its US listing, Winnie Hsu looks at how the once-embattled company became a tech darling

SK Hynix may not be a household name, but the South Korean memory chipmaker is one of the top names in the hottest corner of the stock market. Ahead of its US listing, Winnie Hsu looks at how the once-embattled company became a tech darling

Bloomberg

34,618 次观看 • 14 天前

SK Hynix, the South Korean memory chipmaker at the heart of the AI infrastructure boom, surged in its Nasdaq debut after raising $26.5 billion — the largest US share sale ever by a foreign company — with analysts citing insatiable demand for memory chips

SK Hynix, the South Korean memory chipmaker at the heart of the AI infrastructure boom, surged in its Nasdaq debut after raising $26.5 billion — the largest US share sale ever by a foreign company — with analysts citing insatiable demand for memory chips

Reuters

67,081 次观看 • 13 天前

SK Hynix, the South Korean memory chipmaker at the heart of the AI infrastructure boom, surged in its Nasdaq debut after raising $26.5 billion — the largest US share sale ever by a foreign company — with analysts citing insatiable demand for memory chips

SK Hynix, the South Korean memory chipmaker at the heart of the AI infrastructure boom, surged in its Nasdaq debut after raising $26.5 billion — the largest US share sale ever by a foreign company — with analysts citing insatiable demand for memory chips

Reuters Business

21,628 次观看 • 13 天前

The S&P 500 rose to end just short of a record high, as a blockbuster Nasdaq debut of South Korea's SK Hynix fueled optimism about memory-chip makers

The S&P 500 rose to end just short of a record high, as a blockbuster Nasdaq debut of South Korea's SK Hynix fueled optimism about memory-chip makers

Reuters

62,653 次观看 • 13 天前

The S&P 500 rose to end just short of a record high, as a blockbuster Nasdaq debut of South Korea's SK Hynix fueled optimism about memory-chip makers

The S&P 500 rose to end just short of a record high, as a blockbuster Nasdaq debut of South Korea's SK Hynix fueled optimism about memory-chip makers

Reuters Business

23,704 次观看 • 13 天前

South Korean chipmaker SK Hynix plans a confidential filing to list shares in the US in the second half of 2026, which a source said could raise as ‌much as $14 billion

South Korean chipmaker SK Hynix plans a confidential filing to list shares in the US in the second half of 2026, which a source said could raise as ‌much as $14 billion

Reuters

56,335 次观看 • 4 个月前

🚨 BREAKING: INSANE MARKET CRASH!! 🇰🇷 OVER ₩350,000,000,000,000 HAS BEEN WIPED OUT OF THE KOREAN STOCK MARKET IN 10 MINUTES! MEMORY CHIP MAKERS SAMSUNG AND SK HYNIX ARE NONSTOP DUMPING AMID EARLY SIGNS OF AI BUBBLE COLLAPSE. THIS IS NOT LOOKING GOOD FOR THE MARKETS...

🚨 BREAKING: INSANE MARKET CRASH!! 🇰🇷 OVER ₩350,000,000,000,000 HAS BEEN WIPED OUT OF THE KOREAN STOCK MARKET IN 10 MINUTES! MEMORY CHIP MAKERS SAMSUNG AND SK HYNIX ARE NONSTOP DUMPING AMID EARLY SIGNS OF AI BUBBLE COLLAPSE. THIS IS NOT LOOKING GOOD FOR THE MARKETS...

0xNobler

252,609 次观看 • 10 天前

WE ARE NOT IN A BUBBLE. KOSPI just hit $8,455, a new all-time high. The South Korean version of the S&P 500 is being driven mostly by AI and memory stocks. This is happening while: - The Strait of Hormuz is closed - Oil is at $92 - The US-Iran conflict is still not cooling down Nothing has been solved. But the most crowded part of the market keeps going higher anyway. We have seen this before. Markets ignore obvious risk and hide in the same trade now. This will have only a violent ending. Ask yourself: Does this feel like a bubble?

WE ARE NOT IN A BUBBLE. KOSPI just hit $8,455, a new all-time high. The South Korean version of the S&P 500 is being driven mostly by AI and memory stocks. This is happening while: - The Strait of Hormuz is closed - Oil is at $92 - The US-Iran conflict is still not cooling down Nothing has been solved. But the most crowded part of the market keeps going higher anyway. We have seen this before. Markets ignore obvious risk and hide in the same trade now. This will have only a violent ending. Ask yourself: Does this feel like a bubble?

Rekt Fencer

64,280 次观看 • 1 个月前

🚨 KOREA AND JAPAN JUST REVERSED THEIR ENTIRE PUMP OF THE DAY. Nikkei fell 2.40% from its day high, wiping out $210 billion. KOSPI dropped 5.24% from its day high, erasing $250 billion. $500 billion vanished from both markets' gains in a single session.

🚨 KOREA AND JAPAN JUST REVERSED THEIR ENTIRE PUMP OF THE DAY. Nikkei fell 2.40% from its day high, wiping out $210 billion. KOSPI dropped 5.24% from its day high, erasing $250 billion. $500 billion vanished from both markets' gains in a single session.

Crypto Rover

95,523 次观看 • 1 天前