Korea Fell 9% in a Day. Is AI Demand Cracking — or Did a Crowded Trade Unwind?
The KOSPI crashed 8.95% on July 13 and broke 7,000. But the won moved 0.13% and refiners rose. What the numbers actually say about the AI trade.
Mr. Gat
Two Halts, One Record Debut: Korea’s Stock Market This Week in 7 Numbers
A sell-side circuit breaker Tuesday, a buy sidecar Friday, a record Samsung profit and the biggest foreign listing in US history — Korea’s wild week, in…
When Does SK Hynix Report Earnings? Your New Korean Stock Doesn’t Report Like Nvidia
SK hynix reports Q2 2026 around July 22 — its first earnings as a Nasdaq stock. How Korean earnings season actually works for new SKHY holders.
The AI Power Trade at 63x vs. the Same Trade at 40% Off: What US Investors Miss About Korea’s Grid Trio
GE Vernova trades at 63x and Vertiv at 52x+ — while Korea’s transformer trio sits 40% off its highs with a record ₩32.35T (~$21.5B) order backlog.
SK Hynix ADR (SKHY): What the Nasdaq Filing Says
SK Hynix lists on Nasdaq as SKHY on July 10, 2026 — the largest ADR offering in Wall Street history.
Korea Is Writing Its Own GENIUS Act — for the Won. Here’s Who Benefits
The GENIUS Act was built to export the dollar; Korea’s won stablecoin bill defends the won. Until Seoul settles who issues, it’s a legislation trade.
Why Is the Kospi Down Today? The July 7 Crash in 7 Numbers
Samsung posted the biggest quarterly tech profit in history — and the Kospi fell 4.91%, tripping a circuit breaker. Seven numbers explain the crash.
Is Samsung Foundry Dead? What the Obituaries Miss About Its 2nm Order Book
TSMC now owns 72.3% of the foundry market and Samsung 6.5% — an 11x gap. So why did Tesla hand Samsung a $16.5 billion contract, and why is Nvidia next?
How to Buy Korean Stocks from the US in 2026: Three Doors, Step by Step (SK Hynix’s ADR Is Only One)
In 2026 three doors opened for US investors to buy Korean stocks — SK Hynix’s Nasdaq ADR, direct KRX access via Interactive Brokers, and the EWY ETF.
One Filing, ₩1.12 Trillion: What HD Hyundai Electric’s Big-Tech Data-Center Deal Actually Tells Investors
On July 2, 2026, HD Hyundai Electric disclosed a ₩1.12 trillion (~$721M) power-infrastructure contract with an unnamed global big-tech firm for North…