Samsung, the largest company in the Korean market, experienced a massive pullback as margin unwound, leading to a significant drop in the entire market, serving as a parallel to the current tech sell-off.
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The Stock Market Is Crashing... What I'm Buying NOW!
Jul 23, 2026
The creator discusses a significant drop in their tech stock portfolio, attributing it to margin calls and leverage unwinding, particularly in large-cap tech and AI stocks. While acknowledging the market's downturn, they express that their existing positions in companies like Microsoft and Meta are already bought at discounts and require a more substantial drop to warrant further buying. The creator also touches on the broader market's movement, noting a rotation into safer sectors and highlighting Google's earnings as unexpectedly strong despite the stock's decline.
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Meta is down 3% for the creator, and they are holding off on buying more until a more significant double-digit decline occurs, as they have already purchased shares at favorable prices.
Microsoft is only down 2% on the creator's investment, and they are waiting for a more substantial double-digit drop before considering buying more, as they already acquired shares at attractive discounts.
Tesla experienced a significant drop of 13%, contributing to the overall market downturn, but the creator does not provide a specific thesis beyond its inclusion in the tech sell-off.
Google's earnings were jaw-dropping and record-breaking, yet the stock dropped 6%, which the creator finds inexplicable given the strong fundamentals, suggesting market manipulation or margin call effects.
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