#kospiturnsloweraschipsharesweigh
KOSPI fell 0.93% despite a $950B semiconductor mega-deal (Samsung-Broadcom $200B MOU, SK-NVIDIA ($NVDA $750B HBM deal). SK Hynix opened high, closed -0.8% — classic sell-the-news. The AI trade that drove KOSPI up 100%+ in H1 is showing fatigue.
Equipment delivery lead times doubled to 6-12 months; Burry is shorting NVDA and Micron.
Key catalysts: SK Hynix reports July 29, Samsung July 30.
KOSPI fell 0.93% despite a $950B semiconductor mega-deal (Samsung-Broadcom $200B MOU, SK-NVIDIA ($NVDA $750B HBM deal). SK Hynix opened high, closed -0.8% — classic sell-the-news. The AI trade that drove KOSPI up 100%+ in H1 is showing fatigue.
Equipment delivery lead times doubled to 6-12 months; Burry is shorting NVDA and Micron.
Key catalysts: SK Hynix reports July 29, Samsung July 30.
