正在加载视频...

视频加载失败

加载此视频时出现问题。这可能是由于临时网络问题，或视频可能不可用。

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

346,611 subscribers

30,522 次观看 • 2 个月前 •via X (Twitter)

新闻政治财经

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

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 • 3 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

110,905 次观看 • 2 个月前

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

33,906 次观看 • 1 个月前

🩸CRASH: 🇰🇷 South Korea’s KOSPI stock market halted after a 9% crash triggered a circuit breaker. The sell-off was driven by renewed geopolitical tensions in the Middle East. Investors turned cautious after U.S. and Iranian strikes tied to the Strait of Hormuz raised fears of oil supply disruptions, fueling a global risk-off move. Heavy profit-taking and panic selling followed. Big tech stocks, which dominate the KOSPI and depend on global growth and abundant capital, were hit the hardest. Samsung Electronics and SK Hynix led the declines, with SK Hynix plunging 15%. This marks the 7th circuit breaker activation on the KOSPI in 2026.

🩸CRASH: 🇰🇷 South Korea’s KOSPI stock market halted after a 9% crash triggered a circuit breaker. The sell-off was driven by renewed geopolitical tensions in the Middle East. Investors turned cautious after U.S. and Iranian strikes tied to the Strait of Hormuz raised fears of oil supply disruptions, fueling a global risk-off move. Heavy profit-taking and panic selling followed. Big tech stocks, which dominate the KOSPI and depend on global growth and abundant capital, were hit the hardest. Samsung Electronics and SK Hynix led the declines, with SK Hynix plunging 15%. This marks the 7th circuit breaker activation on the KOSPI in 2026.

CryptoGoos

17,327 次观看 • 1 个月前

Interesting, FoFty is also seeing a counter trend rally before a major selloff in the South Korea KOSPI and US semiconductors. The catalyst is likely the huge earnings week we have coming up withcompanies like $MSFT, FaceBook, Qualcomm, etc.

Interesting, FoFty is also seeing a counter trend rally before a major selloff in the South Korea KOSPI and US semiconductors. The catalyst is likely the huge earnings week we have coming up withcompanies like $MSFT, FaceBook, Qualcomm, etc.

Financelot

41,704 次观看 • 1 个月前

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 • 2 个月前

🚨 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 • 2 个月前

Kimi K3 has triggered panic across capital markets. Its low cost and high price-to-performance ratio are forcing investors to question whether the massive CapEx plans of semiconductor giants like Samsung and SK Hynix are still justified. Asian chip and tech stocks sold off sharply, sending South Korea’s KOSPI down more than 6%.

Kimi K3 has triggered panic across capital markets. Its low cost and high price-to-performance ratio are forcing investors to question whether the massive CapEx plans of semiconductor giants like Samsung and SK Hynix are still justified. Asian chip and tech stocks sold off sharply, sending South Korea’s KOSPI down more than 6%.

Marcos Crypto

89,121 次观看 • 1 个月前

⚠️ WARNING Every global crash starts with South Korea. It sounds ridiculous. Until you look at the history. 1997: - The Korean won collapsed - KOSPI crashed - Foreign exchange reserves nearly ran out - Then the Asian Financial Crisis spread across the world 2000: - South Korean semiconductor stocks topped first - Months later, Nasdaq dumped 78% - The Dot Com Bubble popped 2008: - Korean stocks started breaking down - Just over a month later, Lehman Brothers collapsed - The global financial system went with it 2021: - Bill Hwang used extreme leverage through Archegos - The fund exploded - Global banks lost more than $10 billion - Credit Suisse alone lost $5.5 billion 2022: - Do Kwon launched LUNA and UST - More than $40 billion vanished almost overnight - Then came Three Arrows Capital, Celsius, and FTX Now the warning is coming from KOSPI again. Samsung and SK Hynix dominate the index. More than $30 billion flowed into leveraged products tied to the two companies. These products rebalance every day. When prices rise, they buy more. When prices fall, they are forced to sell. The deeper the market falls, the more selling the products create. KOSPI has already fallen 25% in just a month. The leverage that created the boom is now creating the crash. Forced selling is feeding more forced selling. South Korea has warned the world before. It's warning us again. Pay attention.

⚠️ WARNING Every global crash starts with South Korea. It sounds ridiculous. Until you look at the history. 1997: - The Korean won collapsed - KOSPI crashed - Foreign exchange reserves nearly ran out - Then the Asian Financial Crisis spread across the world 2000: - South Korean semiconductor stocks topped first - Months later, Nasdaq dumped 78% - The Dot Com Bubble popped 2008: - Korean stocks started breaking down - Just over a month later, Lehman Brothers collapsed - The global financial system went with it 2021: - Bill Hwang used extreme leverage through Archegos - The fund exploded - Global banks lost more than $10 billion - Credit Suisse alone lost $5.5 billion 2022: - Do Kwon launched LUNA and UST - More than $40 billion vanished almost overnight - Then came Three Arrows Capital, Celsius, and FTX Now the warning is coming from KOSPI again. Samsung and SK Hynix dominate the index. More than $30 billion flowed into leveraged products tied to the two companies. These products rebalance every day. When prices rise, they buy more. When prices fall, they are forced to sell. The deeper the market falls, the more selling the products create. KOSPI has already fallen 25% in just a month. The leverage that created the boom is now creating the crash. Forced selling is feeding more forced selling. South Korea has warned the world before. It's warning us again. Pay attention.

Rekt Fencer

455,648 次观看 • 1 个月前

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 • 4 个月前

🚨 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

370,343 次观看 • 1 个月前

🚨 WARNING Every global crash starts with South Korea. It sounds ridiculous. Until you look at the history. 1997: - The Korean won collapsed - KOSPI crashed - Foreign exchange reserves nearly ran out - Then the Asian Financial Crisis spread across the world 2000: - South Korean semiconductor stocks topped first - Months later, Nasdaq dumped 78% - The Dot Com Bubble popped 2008: - Korean stocks started breaking down - Just over a month later, Lehman Brothers collapsed - The global financial system went with it 2021: - Bill Hwang used extreme leverage through Archegos - The fund exploded - Global banks lost more than $10 billion - Credit Suisse alone lost $5.5 billion 2022: - Do Kwon launched LUNA and UST - More than $40 billion vanished almost overnight - Then came Three Arrows Capital, Celsius, and FTX Now the warning is coming from KOSPI again. Samsung and SK Hynix dominate the index. More than $30 billion flowed into leveraged products tied to the two companies. These products rebalance every day. When prices rise, they buy more. When prices fall, they are forced to sell. The deeper the market falls, the more selling the products create. KOSPI has already fallen 25% in just a month. The leverage that created the boom is now creating the crash. Forced selling is feeding more forced selling. South Korea has warned the world before. It's warning us again. Keep in mind: I’ve called every major $SPX selloff, 2025 $BTC ATH and move from $126K → $60K I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.

🚨 WARNING Every global crash starts with South Korea. It sounds ridiculous. Until you look at the history. 1997: - The Korean won collapsed - KOSPI crashed - Foreign exchange reserves nearly ran out - Then the Asian Financial Crisis spread across the world 2000: - South Korean semiconductor stocks topped first - Months later, Nasdaq dumped 78% - The Dot Com Bubble popped 2008: - Korean stocks started breaking down - Just over a month later, Lehman Brothers collapsed - The global financial system went with it 2021: - Bill Hwang used extreme leverage through Archegos - The fund exploded - Global banks lost more than $10 billion - Credit Suisse alone lost $5.5 billion 2022: - Do Kwon launched LUNA and UST - More than $40 billion vanished almost overnight - Then came Three Arrows Capital, Celsius, and FTX Now the warning is coming from KOSPI again. Samsung and SK Hynix dominate the index. More than $30 billion flowed into leveraged products tied to the two companies. These products rebalance every day. When prices rise, they buy more. When prices fall, they are forced to sell. The deeper the market falls, the more selling the products create. KOSPI has already fallen 25% in just a month. The leverage that created the boom is now creating the crash. Forced selling is feeding more forced selling. South Korea has warned the world before. It's warning us again. Keep in mind: I’ve called every major $SPX selloff, 2025 $BTC ATH and move from $126K → $60K I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.

DANNY

58,066 次观看 • 1 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 • 4 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 • 2 个月前

NVIDIA CAN'T WALK AWAY FROM SK HYNIX - Alex -70% of Vera Rubin's high bandwidth memory will be made by SK Hynix -The chips are co-designed. If SK raises prices, $NVDA can't just turn around and go to $MU or Samsung -56% HBM share vs Micron's 23%

NVIDIA CAN'T WALK AWAY FROM SK HYNIX - Alex -70% of Vera Rubin's high bandwidth memory will be made by SK Hynix -The chips are co-designed. If SK raises prices, $NVDA can't just turn around and go to $MU or Samsung -56% HBM share vs Micron's 23%

WOLF

48,570 次观看 • 1 个月前

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

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

77,720 次观看 • 1 个月前

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

96,810 次观看 • 2 个月前

🚨 BREAKING: SOMETHING JUST BROKE IN KOREA!! 🇰🇷 OVER ₩280,000,000,000,000 HAS BEEN WIPED OUT OF THE KOREAN STOCK MARKET IN 15 MINUTES! MEMORY CHIPMAKERS SAMSUNG AND SK HYNIX HAVE COLLAPSED, AND THE GOVERNMENT HALTED TRADING UNTIL FURTHER NOTICE. THIS IS NOT LOOKING GOOD…

🚨 BREAKING: SOMETHING JUST BROKE IN KOREA!! 🇰🇷 OVER ₩280,000,000,000,000 HAS BEEN WIPED OUT OF THE KOREAN STOCK MARKET IN 15 MINUTES! MEMORY CHIPMAKERS SAMSUNG AND SK HYNIX HAVE COLLAPSED, AND THE GOVERNMENT HALTED TRADING UNTIL FURTHER NOTICE. THIS IS NOT LOOKING GOOD…

0xNobler

137,923 次观看 • 22 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

35,756 次观看 • 2 个月前

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 • 2 个月前