The creator is still buying due to the intact AI demand story, viewing the recent pullback as forced selling rather than a reflection of broken fundamentals, implying a buy opportunity in stocks like SMCI.
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This reel discusses the South Korean stock market (KOSPI), its recent crash and recovery, and the impact of...
Aug 3, 2026
This reel discusses the South Korean stock market (KOSPI), its recent crash and recovery, and the impact of AI demand on chip stocks. It highlights the concentration in KOSPI with Samsung and SK Hynix, the volatility of leveraged ETFs like KORU, and the concerns around AI spending and Chinese chipmakers. The creator expresses a bullish stance on AI demand, believing the recent pullback was due to high valuations and concentration, not broken fundamentals.
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Amazon's earnings, showing AI spending is paying off, reinforce the creator's bullish view on the AI demand story and their continued buying strategy.
Microsoft's strong earnings showing AI spending is paying off leads the creator to believe the AI demand story is intact and they are still buying.
SK Hynix, a key memory producer, is a significant component of the KOSPI and is affected by AI demand.
Samsung, a major memory maker, along with SK Hynix, makes up nearly half of the KOSPI index and is influenced by AI demand.