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Choi Tae-won: "AI Is Still Like a 4- or 5-Year-Old Child… Memory Demand Will Continue to Grow Until AGI Arrives" (Roundup)
“The AI you’re seeing right now is like a 4- or 5-year-old child.”SK Group Chairman Choi Tae-won stated at a press conference held on the 10th (local time) in New York to commemorate SK hynix(000660) …
Stocks
"SK hynix Sets U.S. IPO Price at $149 per ADR"... Expected to Be Largest IPO in History, Surpassing Alibaba
Bloomberg reported on the 9th (local time) that SK hynix(000660)has set its initial public offering (IPO) price for a listing on the U.S. Nasdaq at $149 per American Depositary Receipt (ADR). Despite …
Stocks
Down 20% from June High… Is the KOSPI Entering a Bear Market? "A Correction Triggered by AI-Driven Speculation"
CNBC reported on the 9th that the KOSPI index—which had posted the world’s highest returns so far this year—has entered a bear market in just a few weeks. The KOSPI plummeted more than 5% on the 8th, …
Stocks
Michael Burry: "Massive Investment in Samsung INICS Corporation Is the Beginning of the End"... Short Selling of AI-Related Stocks on the Rise
Hedge fund investor Michael Burry, who predicted the 2008 global financial crisis and served as the real-life inspiration for the movie "The Big Short," has significantly increased his short bets on a…
Stocks
Micron's Market Cap Surpasses Meta's… Tesla Also Overtaken During Trading Hours
Micron Technology, buoyed by demand for artificial intelligence (AI) infrastructure, surpassed Meta Platforms in market capitalization and even briefly overtook Tesla during intraday trading.
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Stocks
Semiconductor ETF Plummets 10% from Record High… Bets on Further Declines Surge
Speculators betting on a decline (buying put options) are flocking to semiconductor exchange-traded funds (ETFs), which had been in the spotlight as beneficiaries of artificial intelligence (AI) infra…
Stocks
"TSMC, Samsung, and SK Hynix Dominate Asian Indices... A Vicious Cycle of 'Forced Selling'"
TSMC, Samsung Electronics, and SK Hynix—the three stocks that have benefited the most from the artificial intelligence (AI) rally—account for nearly one-third of the MSCI Asia Pacific (ex-Japan) Index…
Stocks
"It's Not That We Don't Trust Korea..." The Truth Behind the 100 Trillion Won Foreign Selling Spree
While the KOSPI has emerged as a powerhouse in global stock markets by posting its highest-ever year-to-date return, foreign investors continue to sell off shares, offloading tens of billions of dolla…
Stocks
Samsung C&T: Undervalued and Boasting Nuclear Power Momentum…Target Price Raised - Hana
On the 8th, Hana Securities maintained its “Buy” rating on #Samsung C&T, noting that while the value of its holdings, including Samsung Electronics, has risen, the stock price has not fully reflected …
Stocks
KOSPI: Did It Rise Too Fast and Too Much? Global Investors Begin 'Hedging Against a Downturn'
The KOSPI, which has risen by over 90% this year, has begun to sound warning bells of overheating. Bloomberg reported on the 7th that a sense of caution—that the market has “risen too fast and too muc…