Data Center Cooling Stocks: Korea’s Missing Piece
US investors buy data center cooling with one ticker: Vertiv. Korea has no clean pure-play. Here is where the cooling and power-distribution exposure…
GS Holdings
No, SpaceX Won’t Save Korea’s Refiners. Something Far Bigger Already Is.
The SpaceX-to-jet-fuel thesis for Korean oil refiners is wrong on both counts. But the stocks are soaring anyway — for a completely different reason.