Postaus

🇰🇷 Korea got hit with Friday’s chip selloff today. KOSPI opened -4%+ after the market was closed during the global semi rout. $Samsung and $SK Hynix both dropped over 5% intraday and sentiment cooled off fast. But Korea isn’t driving AI anymore. The next real signal comes from US Big Tech earnings. I’m watching Microsoft and Google specifically. It’s not about profits now. It’s about AI CapEx. If MSFT, GOOGL, and Meta keep pouring into data centers and buying GPUs + HBM, then this chip drawdown is just a healthy correction in a bull. Sentiment recovers. If they slow spending or AI growth misses, semis get another leg down on valuations. 📉 Short term: cautiously bearish. 2 years of huge gains + geopolitical noise + rate pressure = more downside tests during earnings. 🚀 Long term: still very bullish on AI. The war is for compute. As long as data centers keep being built, demand for GPUs, HBM, and advanced packaging isn’t going away. I’m treating this as a reset, not the end of the AI rally. Not financial advice. $BTC $ETH #DailyOrbit #CXMTMemoryIPO