Hello everyone! Today i want to share some ai trading ideas with you! 1 Semiconductors are on track for their worst month since 2022 as several macro shocks hit the market’s most crowded trade at once. The market going back into "war mode" raised fears around oil, inflation, interest rates and supply chains breaking momentum before concerns over AI infrastructure returns and Kimi K3 revived many of the same fears that followed DeepSeek. I view this as a macro and positioning reset rather than evidence that the AI cycle is breaking simultaneously across every layer of the semiconductor supply chain from $NVIDIA(NVDA)$, $Advanced Micro Devices(AMD)$ and
South Korea's KOSPI Surges 6% Driven by Gains in SK Hynix and Samsung Electronics
South Korea's KOSPI index experienced a significant intraday jump of 6.00%, reaching 7,153.42 points. Key contributors to this rise included SK Hynix, which increased by 8.6%, and Samsung Electronics, which gained 5.7%. This surge reflects strong market performance in major South Korean technology stocks.