I’m paying a lot more attention to Korea here too.


Feels like one of the clearer ways to express the AI hardware / memory theme without just defaulting back into the same US names every time.


The move is obviously strong, but I still think the bigger question is whether this is the start of a broader re-rating or the point where everyone suddenly gets interested at once.
# JPMorgan Targets KOSPI 10,000: SK Hynix and Samsung are Better Choices?

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