Marvell Technology (MRVL) is listed as a stock the creator has been patiently waiting months for to face a price correction and cool off, expecting it to continue going down in the near future.
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The creator discusses the significant crash in the South Korean stock market, noting that high-beta stocks...
Jul 29, 2026
The creator discusses the significant crash in the South Korean stock market, noting that high-beta stocks are experiencing their worst performance in 25 years. They also mention a JPMorgan report indicating that 90% of the Korean market crash is complete, with many stocks now trading at cheap discounts. The creator expresses a long-term bullish view on fundamentally strong companies, despite having recently bought the dip on some names that continued to fall.
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Applied Optoelectronics (AAOI) is listed as a stock the creator has been patiently waiting months for to face a price correction and cool off, expecting it to continue going down in the near future.
Tower Semiconductor (TSEM) is listed as a stock the creator has been patiently waiting months for to face a price correction and cool off, expecting it to continue going down in the near future.
IREN Limited (IREN) is listed as a stock the creator has been patiently waiting months for to face a price correction and cool off, expecting it to continue going down in the near future.
Nebius Group N.V. (NBIS) is listed as a stock the creator has been patiently waiting months for to face a price correction and cool off, expecting it to continue going down in the near future.
Sandisk Corporation (SNDK) is listed as a stock the creator has been patiently waiting months for to face a price correction and cool off, expecting it to continue going down in the near future.
Advanced Micro Devices (AMD) is listed as a stock the creator has been patiently waiting months for to face a price correction and cool off, expecting it to continue going down in the near future.
Samsung is mentioned as a large memory name that was part of the initial euphoria in the Korean stock market before its recent crash.
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