☞ Semiconductors are going crazy tonight! Samsung’s earnings ignite the storage sector—chaos across the board
☞ Tonight, the storage sector collectively surges upward. What exactly happened?
☞ Samsung’s Q2 earnings are “nuclear-bomb level” explosive:
· Revenue: KRW 171.5 trillion, up 130% year-over-year
· Operating profit: KRW 89.49 trillion, up 1813.83% year-over-year
· Three consecutive quarters setting historical highs
☞ As an absolute bellwether for global memory chips, Samsung’s earnings prove with hard cash: AI storage demand hasn’t collapsed at all—the fundamentals are very strong.
☞ Meanwhile, three things resonate at the same time:
· SK Group chairman Choi Tae-won makes his first personal purchase of Hynix stock—symbolism is maximized
· The South Korean government pledges unlimited liquidity to stabilize the market, and the KOSPI stages a comeback against the trend
· The sector is extremely oversold: SanDisk is already down more than 50% from its peak—like a spring compressed to the limit
☞ Outcome:
KORU +43%, SanDisk +37%, and the semiconductor 3x leveraged long ETF +41%
☞ But don’t forget:
The probability of a rate hike in September is still above 60%. Tonight is the perfect convergence of “fundamentals validation + confidence signal + an oversold rebound,” but the shadow of macroeconomics hasn’t disappeared.
After the celebration, remember to stay clear-minded.😎
$KORU
$SNXX
☞ Tonight, the storage sector collectively surges upward. What exactly happened?
☞ Samsung’s Q2 earnings are “nuclear-bomb level” explosive:
· Revenue: KRW 171.5 trillion, up 130% year-over-year
· Operating profit: KRW 89.49 trillion, up 1813.83% year-over-year
· Three consecutive quarters setting historical highs
☞ As an absolute bellwether for global memory chips, Samsung’s earnings prove with hard cash: AI storage demand hasn’t collapsed at all—the fundamentals are very strong.
☞ Meanwhile, three things resonate at the same time:
· SK Group chairman Choi Tae-won makes his first personal purchase of Hynix stock—symbolism is maximized
· The South Korean government pledges unlimited liquidity to stabilize the market, and the KOSPI stages a comeback against the trend
· The sector is extremely oversold: SanDisk is already down more than 50% from its peak—like a spring compressed to the limit
☞ Outcome:
KORU +43%, SanDisk +37%, and the semiconductor 3x leveraged long ETF +41%
☞ But don’t forget:
The probability of a rate hike in September is still above 60%. Tonight is the perfect convergence of “fundamentals validation + confidence signal + an oversold rebound,” but the shadow of macroeconomics hasn’t disappeared.
After the celebration, remember to stay clear-minded.😎
$KORU
$SNXX