Logic Trading Analysis Diary
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| 日期 | 订阅者增长 | 提及 | 频道 | |
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| 01 七月 | 0 |
频道帖子
| 2 | bubble boom | 228 |
| 3 | "KOSPI trading halted after deep chip-driven losses trigger sidecar"
https://www.investing.com/news/stock-market-news/kospi-trading-halted-after-deep-chipdriven-losses-trigger-sidecar-4772287 | 229 |
| 4 | hahaha joker the war wont end , just fool everyone , heng yuan time to fly rm3 | 483 |
| 5 | U.S. strikes Iran after Trump accuses Tehran of ceasefire violation
https://www.cnbc.com/2026/06/26/us-strikes-iran-strait-of-hormuz-ceasefire.html?__source=androidappshare | 442 |
| 6 | https://theedgemalaysia.com/node/807776
kasi pop pop | 536 |
| 7 | this is why korea limit down today | 432 |
| 8 | Here is exactly what happened in a simple way:
1. Big Global Investors Suddenly Dumped Tech Stocks 📉
Global investment funds suddenly decided that AI and chip stocks had become way too expensive and grew worried about their actual valuations. They hit the "sell" button all at once to lock in their massive profits.
2. South Korea's "Egg Basket" Was Way Too Concentrated 🥚
The South Korean stock market (KOSPI) has a major vulnerability: Samsung and SK Hynix (the two biggest computer chip makers in the world) make up nearly half the entire market's value. Because global funds dumped those two specific stocks (causing them to crash over 12% in a single day), they dragged the entire country's stock market down into a 10% collapse.
3. A Chain Reaction of Borrowed Money (Margin Calls) 💸
A huge number of everyday retail investors in Korea had borrowed massive amounts of money from brokers to buy these rising chip stocks. When the prices started dropping, their accounts fell below safe levels. Brokers were forced to automatically step in and sell off their shares to protect themselves, which triggered a massive, mechanical snowball effect of forced selling.
4. A News Leak Shook Confidence 🛑
To make matters worse, a news report leaked that SK Hynix was slowing down its expansion of high-end AI memory chips and shifting back to cheaper, normal computer memory. This signaled to the entire financial world that the "insane, endless demand" for AI hardware was finally hitting a wall.
Summary:
Korea was the capital of the AI chip hype. When global sentiment turned cold, foreign funds dumped the shares, forcing a massive margin liquidation that broke the market. | 502 |
| 9 | bubble bubble | 488 |
| 10 | wohoooooo | 443 |
| 11 | kasi sell saja | 441 |
| 12 | huat la everything crashing | 469 |
| 13 | https://www.investing.com/analysis/spacex-lockup-countdown-when-shares-may-become-safer-to-buy-200682574 | 444 |
| 14 | BREAKING: Iran has shut down the Strait of Hormuz and has indefinitely suspended negotiations with the United States following Israel's strikes in Lebanon.
➡️ @RealTimeDailyNews | 626 |
| 15 | JUST IN: 🇮🇱🇺🇸 Israeli National Security Minister Ben Gvir slams US request to cease fighting in Lebanon.
"For every tear shed of an Israeli mother, 1000 Lebanese mothers should weep. All of Lebanon should burn."
"With all due respect to Americans, Israel must make it clear that the blood of our sons and security of our citizens are not up for grabs."
@BRICSNews | 633 |
| 16 | TA Securities projects near-double rally for DNeX, sets 66 sen target | https://www.klsescreener.com/v2/news/view/1740457
to the moon !! wohoo | 565 |
| 17 | weekend kasi bomb, now give chance kasi kill nasdaq again | 509 |
| 18 | lai liao lai liao | 466 |
| 19 | BREAKING: Iran has suspended its delegation’s planned trip to Switzerland for the first round of U.S.-Iran negotiations following Israel's bombing of Lebanon.
➡️ @RealTimeDailyNews | 597 |
| 20 | what i see is kevin warsh want to hike interest rate | 504 |
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