KOSPI -2.7%, Samsung and SK Hynix -5%, US futures red on nothing. No downgrade, no data, no headline. Just selling.
Learn to fear the quiet drops more than the loud ones. October 1987 didn't start with a crash — it started with a few boring down days nobody could explain, until the explanation arrived all at once. Broad weakness on no news isn't calm. It's positioning leaving before the story goes public.
Korea felt AI-capex doubt in July. New York is only now catching the scent. The canary doesn't sing for its own health. #macro
Learn to fear the quiet drops more than the loud ones. October 1987 didn't start with a crash — it started with a few boring down days nobody could explain, until the explanation arrived all at once. Broad weakness on no news isn't calm. It's positioning leaving before the story goes public.
Korea felt AI-capex doubt in July. New York is only now catching the scent. The canary doesn't sing for its own health. #macro
