To The Moon

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

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.

Time to load up $DRAM which has 75% consisting of SK Hynix, Samsung & Micron! :) with the demand of AI memory chips required for Agentic AI at least for this 1-2 years, let's pile up AI memory chips ETF. 

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.56%* During the week, U.S. Treasury market fluctuated alongside Middle East conflict headlines. Notably, UST 30Y yields briefly reached 5.0% (highest since July) as the conflict re-escalated and drove oil prices higher. On the data front, labor market remains resilient with continuing claims declining to 1.766mn (consensus: 1.800mn), the lowest since early-2024. Additionally, Friday's data release showed U.S. job growth remained strong, with April payrolls rising 115k, marking the fastest two-month gain since 2024. Meanwhile, as expected, Treasury kept auction sizes unchanged, but it did not remove “at least” from the long-standing guidance that it “anticipates maintaining nominal coupon and FRN auction sizes for at least the next several qua

DRAM is an ETF that has good exposure to both SK Hynix and Samsung for a low entry price! Along with the big US HBM players like Micron and Sandisk

$07709$ $Roundhill Memory ETF(DRAM)$  $韩国ETF-iShares MSCI(EWY)$  

🌟🌟🌟 $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ captures the momentum of Samsung, which recently reached USD 1 trillion in market cap.  While Samsung was slower to the HBM party, its massive entry into HBM4 for NVIDIA has turn this 2x leveraged product into a freight train. Performance: 7747.HK recently recorded a 25% daily surge.  It also has a high expense ratio of 1.6%. This product is not suitable to buy and hold long term.  Due to volatility drag, holding it even during a sideways market can result in losses even if the stock price does not change. A 10% drop in the underlying stock means a 20% wipeout.  It is impor

🌟🌟If you feel the high returns of Korean ETF like $iShares MSCI South Korea ETF(EWY)$ are not enough, then $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ and $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ is like strapping yourself to a rocket with a daily 2x return.  It is exhilarating, terrifying and strictly for those who can handle the G-force of the AI supercycle. These are not investments for the faint hearted.  They are tactical lightning rods for

just tell me what to buy that definitely makes no less than 25% and do this X 10 and I will never doubt you, 1 million in tiger coins to the successor

all this does my head in at times, just as you think you're grasping the concept of an interest you do what I did last night and sell to close your NVTS shares just before the 30% increase and that is just how I feel after reading this article, is there rhyme to reason or do you need big money to make money in this stock market game, sometimes I feel overwhelmed AND then I say "it's only money" 🥲

The KOSPI 10,000 Coronation: Why Korea Is The New Silicon Frontier.  2 Top Korea ETFs To Consider - EWY and FLKR  🌟🌟🌟The financial world is abuzz and currently fixated on a bold new horizon: KOSPI 10,000.  On May 11 2026, JPMorgan raised its bull case target for South Korea's main index, citing a structural boom in memory cycle and a national governance "Value Up" program that is finally unlocking the true worth of the Korean chaebols.   This isn't just a rally.  It is a tectonic shift in how global capital views South Korea. The Korean Titans: SK Hynix vs Samsung  While the index is the vehicle, SK Hynix and Samsung are the twin engines.  However they offer 2 very different rides: SK Hynix: The AI Pure Play.  SK Hynix is currently the undispute

prefer kospi now

$KOSPI 200 Index(KOSPI200.KR)$ Korea index is driven by the importance of future technologies which is an investment in the electronics and products of Samsung. $SAMSUNG SEMICON(03132)$ high quality company with stable revenue and outlook

I’m paying much closer attention to Korea this year because the setup feels very different from past chip cycles. AI-driven HBM shortages, multi-year supply lock-ins, and the “Korea discount” unwinding are creating both earnings growth and valuation expansion together. Even after the rally, Samsung and SK Hynix still don’t look expensive to me at around 5-6x forward earnings while sitting at the center of the AI infrastructure boom. Personally, I prefer a mix of direct semiconductor exposure & $iShares MSCI South Korea ETF(EWY)exposure. SK Hynix has the strongest HBM positioning, but Korea as a whole may still be in the early stages of rerating compared with expensive US AI names. My biggest concern is not AI demand slowing, but expectations

drop circuit breaker, go up circuit breaker. like that very easy to get electric shock

AI arms race: Global AI compute expansion is bottlenecked at HBM (High Bandwidth Memory). SK Hynix is the world's dominant HBM4 supplier — full-year capacity is sold out, customers are already pre-booking 2027 supply. Samsung HBM is equally constrained. Historic earnings: Samsung Q1 2026 operating profit: ₩57.2 trillion, +750% YoY — one quarter exceeding all of last year. SK Hynix net profit +400% YoY. JPMorgan forecasts storage sector 2026 EPS at roughly 5x the 2025 level.

$KOSPI$ surged more than 5% intraday today, triggering a circuit breaker. SK Hynix jumped +12% to above ₩1.89M, +185% YTD. Samsung rose +6%, crossing the $1 trillion market cap threshold, +139% YTD. JPMorgan's latest strategy report names Korea its top pick in Asia-Pacific, raising the KOSPI target to 9,000 (base) / 10,000 (bull).

nice info. I'll take a closer look at KOSPI

$KOSPI$ surged more than 5% intraday today, triggering a circuit breaker. SK Hynix jumped +12% to above ₩1.89M, +185% YTD. Samsung rose +6%, crossing the $1 trillion market cap threshold, +139% YTD. JPMorgan's latest strategy report names Korea its top pick in Asia-Pacific, raising the KOSPI target to 9,000 (base) / 10,000 (bull). KOSPI has hit 77 all-time highs this year. Korea's MSCI EM weight has risen to >21%, nearly matching China at 22%. AI arms race: Global AI compute expansion is bottlenecked at HBM (High Bandwidth Memory). SK Hynix is the world's dominant HBM4 supplier — full-year capacity is sold out, customers are already pre-booking 2027 supply. Samsung HBM is equally constrained. Historic earnings: Samsung Q1 2026 operating profit: ₩57.2 trillion, +750% YoY — one quarter ex

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

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.

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.56%* During the week, U.S. Treasury market fluctuated alongside Middle East conflict headlines. Notably, UST 30Y yields briefly reached 5.0% (highest since July) as the conflict re-escalated and drove oil prices higher. On the data front, labor market remains resilient with continuing claims declining to 1.766mn (consensus: 1.800mn), the lowest since early-2024. Additionally, Friday's data release showed U.S. job growth remained strong, with April payrolls rising 115k, marking the fastest two-month gain since 2024. Meanwhile, as expected, Treasury kept auction sizes unchanged, but it did not remove “at least” from the long-standing guidance that it “anticipates maintaining nominal coupon and FRN auction sizes for at least the next several qua

$KOSPI$ surged more than 5% intraday today, triggering a circuit breaker. SK Hynix jumped +12% to above ₩1.89M, +185% YTD. Samsung rose +6%, crossing the $1 trillion market cap threshold, +139% YTD. JPMorgan's latest strategy report names Korea its top pick in Asia-Pacific, raising the KOSPI target to 9,000 (base) / 10,000 (bull). KOSPI has hit 77 all-time highs this year. Korea's MSCI EM weight has risen to >21%, nearly matching China at 22%. AI arms race: Global AI compute expansion is bottlenecked at HBM (High Bandwidth Memory). SK Hynix is the world's dominant HBM4 supplier — full-year capacity is sold out, customers are already pre-booking 2027 supply. Samsung HBM is equally constrained. Historic earnings: Samsung Q1 2026 operating profit: ₩57.2 trillion, +750% YoY — one quarter ex

The KOSPI 10,000 Coronation: Why Korea Is The New Silicon Frontier.  2 Top Korea ETFs To Consider - EWY and FLKR  🌟🌟🌟The financial world is abuzz and currently fixated on a bold new horizon: KOSPI 10,000.  On May 11 2026, JPMorgan raised its bull case target for South Korea's main index, citing a structural boom in memory cycle and a national governance "Value Up" program that is finally unlocking the true worth of the Korean chaebols.   This isn't just a rally.  It is a tectonic shift in how global capital views South Korea. The Korean Titans: SK Hynix vs Samsung  While the index is the vehicle, SK Hynix and Samsung are the twin engines.  However they offer 2 very different rides: SK Hynix: The AI Pure Play.  SK Hynix is currently the undispute

Time to load up $DRAM which has 75% consisting of SK Hynix, Samsung & Micron! :) with the demand of AI memory chips required for Agentic AI at least for this 1-2 years, let's pile up AI memory chips ETF. 

DRAM is an ETF that has good exposure to both SK Hynix and Samsung for a low entry price! Along with the big US HBM players like Micron and Sandisk

🌟🌟If you feel the high returns of Korean ETF like $iShares MSCI South Korea ETF(EWY)$ are not enough, then $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ and $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ is like strapping yourself to a rocket with a daily 2x return.  It is exhilarating, terrifying and strictly for those who can handle the G-force of the AI supercycle. These are not investments for the faint hearted.  They are tactical lightning rods for

🌟🌟🌟 $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ captures the momentum of Samsung, which recently reached USD 1 trillion in market cap.  While Samsung was slower to the HBM party, its massive entry into HBM4 for NVIDIA has turn this 2x leveraged product into a freight train. Performance: 7747.HK recently recorded a 25% daily surge.  It also has a high expense ratio of 1.6%. This product is not suitable to buy and hold long term.  Due to volatility drag, holding it even during a sideways market can result in losses even if the stock price does not change. A 10% drop in the underlying stock means a 20% wipeout.  It is impor

I’m paying much closer attention to Korea this year because the setup feels very different from past chip cycles. AI-driven HBM shortages, multi-year supply lock-ins, and the “Korea discount” unwinding are creating both earnings growth and valuation expansion together. Even after the rally, Samsung and SK Hynix still don’t look expensive to me at around 5-6x forward earnings while sitting at the center of the AI infrastructure boom. Personally, I prefer a mix of direct semiconductor exposure & $iShares MSCI South Korea ETF(EWY)exposure. SK Hynix has the strongest HBM positioning, but Korea as a whole may still be in the early stages of rerating compared with expensive US AI names. My biggest concern is not AI demand slowing, but expectations

$07709$ $Roundhill Memory ETF(DRAM)$  $韩国ETF-iShares MSCI(EWY)$  

all this does my head in at times, just as you think you're grasping the concept of an interest you do what I did last night and sell to close your NVTS shares just before the 30% increase and that is just how I feel after reading this article, is there rhyme to reason or do you need big money to make money in this stock market game, sometimes I feel overwhelmed AND then I say "it's only money" 🥲

$KOSPI 200 Index(KOSPI200.KR)$ Korea index is driven by the importance of future technologies which is an investment in the electronics and products of Samsung. $SAMSUNG SEMICON(03132)$ high quality company with stable revenue and outlook

AI arms race: Global AI compute expansion is bottlenecked at HBM (High Bandwidth Memory). SK Hynix is the world's dominant HBM4 supplier — full-year capacity is sold out, customers are already pre-booking 2027 supply. Samsung HBM is equally constrained. Historic earnings: Samsung Q1 2026 operating profit: ₩57.2 trillion, +750% YoY — one quarter exceeding all of last year. SK Hynix net profit +400% YoY. JPMorgan forecasts storage sector 2026 EPS at roughly 5x the 2025 level.

just tell me what to buy that definitely makes no less than 25% and do this X 10 and I will never doubt you, 1 million in tiger coins to the successor

$KOSPI$ surged more than 5% intraday today, triggering a circuit breaker. SK Hynix jumped +12% to above ₩1.89M, +185% YTD. Samsung rose +6%, crossing the $1 trillion market cap threshold, +139% YTD. JPMorgan's latest strategy report names Korea its top pick in Asia-Pacific, raising the KOSPI target to 9,000 (base) / 10,000 (bull).

prefer kospi now

drop circuit breaker, go up circuit breaker. like that very easy to get electric shock

nice info. I'll take a closer look at KOSPI