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Korean Stock Market Outlook Before the Open: Foreign Investors Sweep 80 Trillion Won in Four Days—What Will Samsung, SK Hynix, and KORU Do?

Friday’s Korean stock market trend can only be described as a “mad dog wave.” KOSPI closed just shy of crossing 7,000, but during the session it actually surged above that level. The key driver: foreign investors, seemingly like they have unlimited money, net bought more than 30 trillion won in a single day.

Let’s toss out the core numbers: from the 11th to the 14th of last week, foreign investors net bought a total of 80.7 trillion won of Samsung Electronics and SK Hynix, with Samsung at 33.1 trillion won and SK Hynix at 28.6 trillion won.

These two stocks account for 76.4% of foreign investors’ total net buying. Remember, from July to August 10, foreign investors net sold these two issues by 191.7 trillion won. From “fleeing the door” to疯狂补仓 (going on a furious cover), it only took one CPI release.

The U.S. July CPI came in as expected, easing concerns about further rate hikes. On top of that, demand for AI infrastructure was confirmed again—so these folks immediately turned around.

KOSPI rebounded more than 22% from its July 30 low and officially entered a technical bull market. But the pace at which hedge funds are rebuilding their positions is far behind the index’s rally.

If these professional momentum-chasers who missed the move are forced to cover, it could be another push higher. Samsung Electronics closed at 274,500 won on Friday, up 2.43%; SK Hynix closed at 1,643,000 won, up 3.26%. But SK Hynix peaked intraday at 1,697,000 won before pulling back.

SK Hynix’s 12-month forward PE is only 3.7x, while Samsung’s is 4.5x. This valuation reflects every piece of bad news—rate concerns, worries about AI investment, geopolitical risks, and a peak in the cycle. The market has already priced in all that pessimism.

Let’s rebut the “it rose too much so it should fall” argument. Last week, KOSPI surged 11.49% in its second week—number one globally. Once a trend forms, it’s not that easy to hit the brakes. Foreign ownership has already risen back to 39.59%, but it’s still only climbed a bit more than 3 percentage points from the annual low of 36.37%—there’s still room.

Monday trading suggestions:
Samsung Electronics (005930): Foreign investors have net bought for 4 consecutive days; the trend hasn’t broken. Go long and wait for a pullback.

SK Hynix (000660): It spiked higher then fell back on Friday. Near-term pressure is at 1,697,000–1,700,000. Go long and wait for a pullback near 1,600,000. If it breaks below 1,550,000, stop loss.

KORU (3x leveraged Korean ETF): A leveraged product with high volatility. Consider it after KOSPI holds above 7,000, with a stop set at the previous low. $KORU $SAMSUNG $SKHYNIX #美国拟迫各国在美中AI阵营选边 #标普500首破7800点创新高 #标普500财报超预期

Hang Seng Stock Market Opening Preview: Southbound Capital Stubbornly Targets AI—Zhipu and MINIMAX, and Tencent Is Doing This Too

I took a look at the data from the weekend recap, and the direction for Monday’s opening was actually quite clear.

First, here’s the data: last Thursday, southbound capital net sold Hong Kong stocks by 1.3 billion, but MINIMAX net bought 1.364 billion, Zhipu net bought 1.322 billion, and Tencent net bought 1.114 billion.

On the other side, Alibaba was net sold by 1.063 billion. The capital’s stance is very clear—go all in on AI and abandon traditional e-commerce.

MINIMAX has kicked off A-share tutoring and guidance to push for an “A+H” dual listing—this provides long-term logic support. Zhipu previously raised 31.4 billion via a rights issue at HK$15.88 to secure computing power. Although there’s selling pressure from the near-term unlock, the fact that southbound capital has net bought for 3 consecutive days is not something to take lightly.

Tencent faces resistance around HK$47.4, but capital has poured in a cumulative HK$7.4 billion over the past 3 days—someone is holding the position up at this level.

Some people will say, “Hong Kong stocks aren’t doing well; any rebound is just a bull trap.” But look at last Thursday’s intraday action: while the Hang Seng Index fell, gold stocks strengthened against the trend. Lingbao Gold rose more than 5%, showing that defensive and offensive capital are playing their own games—not a full-scale retreat.

Monday trading suggestions:
MINIMAX (00100): Net bought for 7 consecutive days—capital is really pushing in. If it pulls back without breaking the 5-day moving average, you can try going long. If it breaks below the low of the prior day, cut losses.

Zhipu: Southbound capital has been buying continuously, but the rights-issue price at HK$15.88 is a psychological anchor. Near this level, you can consider nibbling. If it falls below the previous low, exit.

Tencent (00700): HK$47.4 is the short-term hurdle. If it can rise with volume and hold above it, chase. If it can’t break through, wait for a pullback near HK$46.6 to enter. Don’t chase gains and sell on losses blindly with a fixed mindset.

Alibaba (09988): Capital has been flowing out steadily. Wait until it stabilizes before making a move.
$MINIMAX $ZHIPU $TENCENT #标普500首破7800点创新高 #美国拟迫各国在美中AI阵营选边 #标普500财报超预期

This leaderboard #1, $HEMI , got knocked down.
I didn’t expect that the new-coin chip $CHIP would be steadily pulled back up.
Things are unpredictable—things aren’t always what they seem.
Riding waves, fake ones change; the #1 spot keeps rotating.

$HEMI bottom-rise fake mountain
Be especially careful; even a wash-out can make you vomit

$AKE We are shorting a-ke
It feels like a big market move is coming

$币安人生 Binas life is short-term and surged nearly 10%

In terms of news: CZ publicly revealed the donation address and destroyed 4,444 "Binance life" coins, worth about $2,130

US stock market pre-opening outlook: Don’t just drool over SanDisk—will the big money change direction next week?

Don’t be lazy when doing your weekend review.

Last Friday, US stocks pulled back slightly, but the S&P 500’s weekly chart delivered a triple green streak—absolutely real. Intraday it also made a fresh high. This isn’t an ending; it’s capital rebalancing, changing gears.

First, some numbers: ahead of Friday’s session, the three storage giants kept acting up. SK hynix surged more than 6% at one point, Samsung followed for the ride, and it was all thanks to the investor day held by SanDisk.

This guy drew a big pie: for fiscal years 2028 to 2030, revenue growth of 15%–19% annually, a gross margin steady around 80%, and a promise to distribute excess cash to shareholders.

Foreign investors went on a buying spree that day, snapping up 300 billion KRW worth of Korean stocks—driving the KOSPI to nearly cross 7000 points. Online forums overseas blew up; the shorts basically got scared out by this “generous cash giver” kind of move.

But don’t just look at the surface excitement. The Friday US stock fund flows were actually pretty shrewd—money was withdrawn from earlier frenzy in optical communications (Coherent down 8%) and networking equipment (Cisco down 8.4%), then it turned around and rushed into storage and AI software.

Some will say consumption data is weak and the probability of a rate hike in September is still there—so tech stocks are doomed. But look at how the market moved. After making new highs, the S&P 500 dipped a bit—that’s a normal “profit-taking digestion” phase, not a panic-driven exit. As long as the AI capex spend thesis hasn’t been broken, the underlying support for the storage trade remains solid.

How to play it specifically:

SNDK: Don’t chase the price pre-market. Wait for a pullback to the 5-day line (roughly the 1430–1450 range) before considering entry. JPMorgan just gave a $2250 price target—long-term logic is intact, but the short-term is indeed overbought.

SOXL: This thing is volatile. If it can open on Monday and hold above 149.8, you can take a light long position with a stop-loss below 143.8. If you want to short, wait until it breaks below 143.8 to confirm weakness—don’t blindly short during a fast drop; you’ll get slapped by an upside rebound.

RDDT: This is a sentiment-following stock. First, see whether there’s volume near 154. If there’s no volume, stay on the sidelines—don’t go play hero.

In short, next week’s main battlefield is still on the AI infrastructure chain, but internally there will be rotation between high and low points… #标普500财报超预期 #美国7月零售销售下降0.6% #闪迪涨7%因营收增长展望
$SNDK $SOXL $RDDT

$APR From a 192% surge to a 62% crash — an APR three-day zeroing-style collapse: who’s harvesting?

On August 12, the APriori team announced that it would repurchase about 5.3% of the total APR token supply from early investors. The price was violently pumped from $0.19 to $0.63, a 192% increase.

However, just three days later, APR saw a 62% daily drop, falling back to around $0.19 and almost wiping out the entire gain. Net outflows over 24 hours reached $10.14 million, with an extremely high turnover rate.

Who’s dumping?

The culprit is a structural trap of low circulating supply plus high locked staking. APR total supply is 1 billion tokens, with only 278 million in circulation (about 28%). The remaining 72% is still locked — meaning the market maker holds 722 million tokens that are not yet unlocked.

On July 23, 54.34 million tokens (22% of circulating supply) were just unlocked, and the next round is on October 23.

That 5.3% repurchase is nothing more than a fraction compared to the 722 million tokens waiting to be unlocked. What’s touted as “repurchase bullishness” is, in essence, helping early investors exit with low-cost holdings in a dignified way—while retail investors end up holding the bag.

After RSI surged into extreme overbought territory, it was rapidly smashed back, forming a classic “profit-taking after a news-driven spike.”

Continuous net outflows across 5-minute, 15-minute, and 30-minute intervals mean short-term capital fully cashed out.

Rate hike bets see a major retreat! By September, the probability is down to just 28%. August CPI is the biggest variable

After U.S. retail sales unexpectedly fell 0.6% in July, traders have completely given up on expectations of a Fed rate hike this year. Most now expect no more than one hike by mid-2027, a sharp retreat from earlier, more aggressive bets.

According to the CME FedWatch, the probability of a September rate hike has plunged from 70% one month ago to 28.6%, while the probability of keeping rates unchanged has risen to 71.4%. The probability for an October hike is around 40%, and by December the rate-hike odds have fallen sharply from the highs seen at the end of July.

What triggered the reversal in expectations was a series of weaker data—July nonfarm payrolls contracted, the year-over-year CPI of 3.4% met expectations, and the PPI month-over-month was flat.

Retail data was the final straw. But the key uncertainty lies in August CPI. Oil prices rebounded by about 10% over the past week. A South Korean investment securities firm warned that if oil prices remain at current levels, August CPI could rebound to 3.6%-3.7%. Evergrande Credit (Oriental?) also pointed out that the rebound in energy prices is the main upside risk.

The “tug-of-war” over inflation is far from over. The bond market still isn’t buying it: the yield on the 10-year U.S. Treasury has risen to 4.70%.

After Fed Chair Waller abandoned forward guidance, data has had a much stronger impact on interest-rate expectations. If August CPI comes in hotter than expected, rate-hike expectations could quickly make a comeback.

Trading suggestions:
Before September, you can bet on a “no rate hike” scenario—go long 2-year U.S. Treasuries. Use a stop-loss reference at yields breaking above 4.5%, with a target of 4.0%.

If August CPI comes in above expectations, short short-dated Treasuries. Use a stop-loss if yields fall below 4.0%, targeting 4.7%.

For gold, watch the $4,400 support level. If it breaks, stay on the sidelines. #交易员下调2027年中前美联储加息押注 $XAU
$XAG $SNDK

#BNB链将激活Pasteur硬分叉 Hard fork = a surge? Pasteur is coming—can we just go all-in?

BNB Chain announced that the Pasteur hard fork will be activated on the mainnet on August 25 at 10:30 (UTC+8), and nodes must be upgraded to v1.7.7.

Testnet TPS jumped from 1237 to 2324, an increase of nearly 88%. Validator execution time dropped from 125ms to 15ms.

The three proposals each play their part—BEP-682 closes the loophole where cross-chain bridge validator signatures could be repeatably calculated;

BEP-695 ensures that old keys from rotations are completely invalidated;

and BEP-675 allows block production to be “executed once, validated quickly.”

Technically, both security and throughput improve at the same time—a real infrastructure upgrade for the BSC ecosystem.

But a hard fork ≠ guaranteed moonshot. Let the historical data speak—before the Fermi hard fork, BNB fell by about 25%.

BNB is currently up from 820 million to $1 billion+—the “buy the expectation” is already priced in, and the risk of “selling the news” is now building $BNB
$BNBHolder

Worse data, higher prices? After the retail “blow-up,” money starts to run?

After July’s CPI came in at 3.4% year-over-year and PPI at 4.7% year-over-year—both below expectations,

U.S. retail sales fell 0.6% month-over-month in July, far worse than the expected 0.1% increase, marking the largest drop since May 2025.

On Friday, the S&P 500 fell 0.2% to close at 7,785.76, and the Nasdaq dropped 0.3% to 26,729.16—after hitting highs on Thursday’s record peak, it reversed.

Weak data reduced expectations of further rate hikes, but the market had already priced it in—after the CPI release, the S&P rose more than 1.3% over two days. Instead of sparking a rally, the retail “blow-up” triggered profit-taking in a “when the good news runs out of steam” style.

Within sectors, the rotation has been extremely volatile: Micron/“storage” leader SanDisk surged 35% week-over-week, while funds pulled sharply out of previously hot sectors such as optical communications.

The logic of “bad news is good news” is starting to fail—markets are beginning to worry that consumption could slow too fast and then rebound negatively onto earnings.

Storage benefits from the AI narrative, but the 460% gain this year has already been fully priced in. The timing of any pullback in optical communications depends on whether capital flows back.

Trading suggestions:

If the S&P 500 stays above 7,800, you may take a small short position; stop loss at 7,850; take profit at 7,700.

If it drops to 7,700 and stabilizes, look for bargain longs; stop loss at 7,650; target 7,800.

Storage stocks should not be chased higher. If SanDisk pulls back to $1,400, you may test a long; stop loss at $1,350.

For optical communications, watch Lumentum. Look for a low entry near $850; stop loss at $820; target $920.#美国7月零售销售下降0.6% $LITE $SNDK $SNXX

Will the Copper Rally Keep Going as Stockpiles Keep Falling for 42 Straight Sessions and Tariffs Swing the Hammer?

LME copper inventories have fallen for 42 consecutive trading days to 204,975 tonnes—the longest streak of declines since 2014—down by nearly half from mid-May.

The spot premium versus three-month copper has surged to $434 per tonne, the highest level since 2021.

LME three-month copper is at $14,171 per tonne, up nearly 14% year-to-date, and just one step away from the all-time high.

The sharp drop in inventories is not driven by a single factor—traders are rushing to ship metal to the U.S. before the refined-copper tariff comes into effect.

The U.S. has imposed a 50% tariff on semi-finished copper; the Ministry of Commerce has suggested levying an additional 15% on refined copper starting in 2027, rising to 30% in 2028.

COMEX inventories have surged to a record 730,000 short tons, while LME and SHFE inventories in non-U.S. regions are at extremely low levels.

A snowstorm in Chile has forced leading mining companies to shut down, while copper concentrate TCs have fallen to a historical extreme of -$175 per tonne. Supply-side constraints combined with tariff pressure have created a “non-U.S. shortage, the U.S. stockpiling” fracture in the market.

Some believe the uptrend has moved beyond fundamentals, but the COMEX–LME price spread already implies a 37% probability of the 30% tariff by 2028—copper prices are pricing in tariff expectations early.

The fact that the rally has extended for seven straight weeks proves this is not just sentiment-driven speculation, but rather a resonance between structural supply-demand mismatches and policy expectations.

Trading suggestions:
LME copper: for short-term trading, you can lightly initiate shorts in the $14,200–$14,300 range, with a stop-loss at $14,500 (the previous historical high), and take-profit at $13,800;

If it pulls back to and stabilizes in the $13,500–$13,600 range, you can go long on dips, with a stop-loss at $13,300 and a target of $14,500.

Before the tariff “shoe” drops, volatility is likely to stay at elevated levels.$COPPER $XAU $XAG #LME铜库存连跌42日创2014年来最长

#英伟达披露持股SpaceX210亿美元及英特尔300亿美元
The AI giants’ space bet: Nvidia’s $51 billion stake in the spotlight—should you follow?

Nvidia’s Aug 14 13F filing revealed that as of the end of Q2, it held about 122.8 million shares of SpaceX (worth nearly $21 billion)

It also held about 214.8 million shares of Intel (worth $30 billion); together, the two positions total more than $51 billion, accounting for roughly 25% of its total assets.

Nvidia’s SpaceX holdings came from its $10 billion investment in xAI in January this year; after xAI was folded into SpaceX in February, the equity automatically converted.

The Intel position, meanwhile, stems from a $5 billion strategic investment last year, during which the market value surged from $9.5 billion to $30 billion within three months.

The market doubts this is merely a financial investment, but SpaceX has announced that its AI data centers will exclusively use Nvidia chips, and Musk has pledged to receive “large allocations” of Vera Rubin GPUs next year—this clearly looks like deep industrial-chain binding.

Nvidia has upgraded from being a “water seller” to the top-level designer of space AI infrastructure. As for Intel, strategic synergies in co-developing PC and data-center chips are now paying off.

Trading suggestion:

With SpaceX at $140 today, down 18% from $170 at the end of June. For the short term, consider lightly going long in the $138–$142 range, with a stop-loss at $135 and a target of $160;

If it rebounds to $155–$160, you can try selling short at higher levels, with a stop-loss at $165 and a take-profit at $140.$NVDA $SPCX $INTC

#COW24小时上涨55.77% A day sees a 55% surge! Is this COW move a squeeze-fest driven by forced liquidations or a new beginning?

In the past 24 hours, the COW token jumped 55.77%, breaking through 1.5 USDT and hitting a peak of 1.556 USDT.

CoW Protocol focuses on intent-based trading and MEV protection. It has been driven by the return of DeFi capital and surging community interest.

Breaking down the internal structure, this aggressive pull looks more like a leveraged story that’s been hyped up—it’s not that the token’s DeFi pricing logic has changed. The token rose from about $0.10 in a single day to nearly $0.174.

In the 1-hour funding rate, it dipped as low as -2.0000% at one point—shorts kept paying, and the short-squeeze structure is intact. The RSI surged to a high of 91, becoming sluggish at the top, while volume expands in sync.

Some question whether the rally is detached from fundamentals, but market action supports the squeeze logic—under a negative funding rate, short positions haven’t exited, the price is pinned, and squeeze momentum is still there.

That said, CoW Protocol has fully unlocked all tokens, with no new sell pressure to interfere.

Trading suggestions:

For short-term trades, if it rebounds into the 0.155–0.158 range, you can try opening a small short position, with a stop-loss at 0.162 and take-profit at 0.145;

If it pulls back to 0.135–0.140 and stabilizes, consider going long on dips, with a stop-loss at 0.130 and targets at 0.160–0.175. $COW

After SanDisk’s 13% surge, is it time to get on board or stand guard?

1. What happened?

On August 13 Investor Day, SanDisk unveiled a “nuclear-grade” long-term blueprint: for fiscal years 2028–2030, it expects revenue to maintain high-to-double-digit growth; non-GAAP gross margin of about 80%, operating margin of about 75%, and FCF profit margin of about 50%;

It also promised that after completing business investments, it will return 100% excess cash to shareholders. After the news broke, the stock price jumped more than 17% intraday and closed up 13.67% at $1,528.11.

2. Why is it so strong?

There are three core supports behind the rally: ① AI inference-driven demand— the company believes that as AI expands from training into inference, it will ignite storage demand, estimating that by 2030 the enterprise data-center flash storage TAM will reach 1.2 zettabytes;

② An extreme profit model— 80% gross margin + 75% operating margin + a 5% expense ratio, which is extremely rare in the semiconductor manufacturing industry;

③ High order visibility— it has signed eight long-term agreements (including three of the largest U.S. hyperscale cloud giants), covering about two-thirds of Bit shipment volume for fiscal 2028; the total contract value is about $94 billion.

3. Market validation with “foot voting”

Some questioned whether “long-term guidance is just a sales pitch,” but the market gave a clear response: the storage sector collectively rallied— Micron rose 7%, SK hynix rose 8.8%, and Western Digital rose 10%.

Goldman Sachs noted that the strength of capital returns is “far beyond peers.” More importantly, the stock has gained nearly 50% from the July 29 low of $998 to now—this isn’t a one-day trade; it’s a sustained inflow of trend-following capital.

4. Trading advice: how to get on, and how to get off?

Long strategy: Buy in batches on a pullback in the $1,450–$1,480 range (the 3–5% pullback level from the August 13 close of $1,528), and set a stop-loss at $1,400 (if it falls below the prior support level). The target is $1,650–$1,700 (corresponding to a market cap of about $250 billion).

Short strategy: If it breaks below $1,480 on heavy volume, consider a small-position short attempt. Set a stop-loss at $1,530 (if it breaks above the prior high). The target is $1,420–$1,400. Shorting now is against the trend, so keep position size within 2%.

Key to watch: monitor the NBM agreement execution progress and AI storage demand data—this is the lifeline supporting the 80% gross margin. The trend has formed; pullbacks may be an opportunity to get in, but do not chase with a full position. #闪迪涨7%因营收增长展望 $SNDK $SNXX $SKHY

$AKE open positions get entered
For safer, add one more 0 to the price
For more conservative, add two more 0s to the price
For aggressive, add three more 0s to the price

$CL $BZ $XAU Iran Responds to Trump’s Remarks on the Strait of Hormuz

According to reports by international media, U.S. President Donald Trump said on the 14th that “after defeating Iran,” he would soon “declare the Strait of Hormuz as U.S. territory.”

In response to Trump’s remarks, Gharibabadi, Deputy Foreign Minister of Iran, said: “The Strait of Hormuz cannot be controlled by a single post, a carrier battle group, an executive order, or a campaign speech.

Iran neither fears threats nor will it be deterred by the threat of force.” Commander Ali Azami of the Islamic Revolutionary Guard Corps Navy also said on the 14th that the Strait of Hormuz remains closed and under full control of Iran’s armed forces.

“The actual situation should be seen on the ground, not in statements by U.S. officials.”