Korean markets just flashed something weird.
KOSPI dropped ₩100T today. KOSDAQ ripped +7.5% and added ₩150T.
Money rotating out of $Samsung and $SK Hynix — the AI and memory chip heavyweights — and piling into smaller names.
That's not strength. That's distribution.
When the big AI plays start getting dumped for speculative junk, it's usually a sign the narrative is losing steam.
Watch how this plays out. Could be early cracks in the AI trade.
KOSPI dropped ₩100T today. KOSDAQ ripped +7.5% and added ₩150T.
Money rotating out of $Samsung and $SK Hynix — the AI and memory chip heavyweights — and piling into smaller names.
That's not strength. That's distribution.
When the big AI plays start getting dumped for speculative junk, it's usually a sign the narrative is losing steam.
Watch how this plays out. Could be early cracks in the AI trade.