Korea GCR 🌏

Korean retail investors piled into Kakao, HYBE, and Naver Still feels like there’s more room for SK hynix and Samsung to run PHEW

오늘도 개인투자자들은 카카오 763억 하이브 237억원 네이버 109억원치를 순매수했다

Foreign Investors Dumped ₩7 Trillion (~$5.1B), But KOSPI Defiantly Hits Record High Above 7,490 -Retail and institutional investors absorbed the selling pressure https://biz.chosun.com/stock/stock_general/2026/05/07/7R22J5WDTRFAHDPURRPGZLUY6U/

the world is not black and white

A new ±2x leveraged ETF for Samsung Electronics and SK hynix is launching later this month, with expected inflows of up to KRW 5.3T (~$3.9B) Run it back turbo

삼전·닉스 2배 ETF 출범 눈앞…"최대 5조3천억 자금 유입 가능성" Source

- 이달 하순 삼성전자·SK하이닉스를 각각 ±2배로 추종하는 단일종목 레버리지 ETF가 출시될 예정입니다. - 미래에셋증권은 관련 ETF로 소극적 기준 1.7조 원, 적극적 기준 최대 5.3조 원까지 자금이 유입될 수 있다고 전망했습니다. - 다만 대부분은 기존 보통주·반도체 ETF·해외 ETP에서 이동하는 자금이고, 신규 수요는 12~15% 수준으로 예상했습니다. - 상장 초기 특히 첫 5거래일 동안 수급 쏠림과 프로그램 매수로 단기 변동성이 커질 수 있어 주의가 필요하다는 내용

[FUN FACT] SK Hynix, now the global leader in HBM powering the AI era, was originally Hyundai Electronics, one of the world’s top semiconductor companies in the 1990s. After the 1997 Asian Financial Crisis and its merger with LG Semiconductor during Korea’s government-led “Big Deal” restructuring, the company was buried under massive debt and became known as a near-bankrupt “poisoned chalice” that major groups refused to acquire. In 2012, SK Telecom shocked the market by acquiring Hynix for KRW 3.4 trillion (~$2.5B at the time), despite fears inside SK that the deal could destabilize the entire group. More than a decade later, SK Hynix became the world’s No.1 HBM company at the center of the AI boom, growing from around KRW 13 trillion (~$10B) in market cap at acquisition to over KRW 100 trillion (~$75B+) today, making it Korea’s second-largest company.

Hopium for myself The AI boom ultimately depends on real-world infrastructure like memory, power, and industrial supply chains, and that is starting to benefit manufacturing-heavy and emerging economies. After years of capital concentrating into US Big Tech, the cycle may finally be rotating toward commodities, manufacturing, and tangible assets. The recent KOSPI vs S&P 500 golden cross could be an early sign of a broader structural shift rather than just a short-term move.

시장생각 (26.05.06) 진작 왔어야할 신흥국 사이클이 빅테크 중심 자산 독식으로 오랫동안 연기되다가, 이제는 제조업 CAPEX와 실물 원자재 사이클이 겹치며 기회가 오는 구간인 것 같음 AI 시대가 열렸지만 정작 필요한 건 메모리, 전력, 전선, 변압기, 산업설비 같은 현실 인프라였고, 공급망 재편과 전쟁으로 인한 에너지 안보 이슈까지 겹치며 제조업 국가들의 가치가 재평가받는 흐름 과거 약 10년 단위로 반복됐던 사이클을 보면, 이번 KOSPI와 S&P500의 골든크로스 역시 단기 현상보다는 구조 변화의 초기일 가능성이 크다고 생각함 최근 수년간 “미국주식은 무조건 오른다”는 경험이 강했던 만큼 앞으로는 미국 독주보다 실물자산, 제조업, 신흥국 중심의 장세로 무게가 이동할 가능성을 염두한 포지션이 필요하다고 생각

This is Toss, Korea’s most popular stock app, and the top trading names right now are pretty interesting. Inverse ETFs leading trading volume suggests the market is getting increasingly hedged despite the ongoing rally. Samsung Electronics and SK hynix dominating attention confirms Korea is currently an AI semiconductor-driven market. Capital is starting to rotate from large caps into smaller speculative themes like robotics, optical communication, and materials. This kind of broad liquidity expansion is usually seen in the later stages of a strong bull cycle. At the same time, heavy inverse ETF activity shows investors are bullish but increasingly nervous about overheating. The market sentiment right now feels like: “Everyone believes in the AI narrative, but nobody feels comfortable chasing anymore.”

my ballet teacher top blasted skhynix yday but still foreginers are IBKR phew..

reverse taiki that's me unbelievable

The South Korean government is launching a growth fund where they cover up to 20% of potential losses to protect investors. • Government absorbs up to 20% of losses. • Up to 40% deduction and a low 9% tax on dividends. • Available from May 22 to June 11, 2026. what the actual fuck

Still Early 20000 KOSPI LFG

Hate yall https://x.com/shu_bit_/status/2051986694581412143?s=46

securities stocks for the culture

my 2 fav traders are bullish i quit being a gay bear but will stick to stock Crypto so evil

Loracle ton x5 long https://hyperdash.com/address/0x8def9f50456c6c4e37fa5d3d57f108ed23992dae

it hurts