South Korea’s stock market is getting crushed. Samsung: -13% SK Hynix: -15% The trigger was one report. China started mass producing DUV chip tools. No earnings miss. No rate shock. Just a headline hitting an index where two names are 60% of the weight. When both break at once, margin calls do the rest.

South Korea’s stock market is getting crushed. Samsung: -13% SK Hynix: -15% The trigger was one report. China started mass producing DUV chip tools. No earnings miss. No rate shock. Just a headline hitting an index where two names are 60% of the weight. When both break at once, margin calls do the rest.

Source:https://x.com/alex_dreyfus/status/2082038106576867555