KOSPI.ZIP

Leopold Aschenbrenner   created at Aug 03, 2026   55   5   This is a 4-minute transcript from the July 30th broadcast of Fox Business,comparing the situation surrounding Leopold Aschenbrenner to the excessive leverage (investing through debt) of Korean investors.Just take a look ^^.** Hello everyone,good afternoon...

KOSPI 5,680... drops another 5%   created at Jul 29, 2026   47   3   It clearly shows that stocks are a risky asset.With the index down -35% from its peak,if you fail to read the market's up and down movements properly,you will lose money and lose your mental health.Rather than betting,we should endure well until the next b...

Why is only NVDA struggling in after-hours lol   created at Jul 22, 2026   59   2   Right now,Super Micro and Dell are surging in connection with each other,Sandy and Micron are rising in tandem with the Korean KOSPI,AMD is also gaining some momentum,and the sentiment for AI semiconductors is great.There is even news about Vera Rubin ente...

The semiconductor boom is now over... What will be the next sector?   created at Aug 11, 2026   6   5   It seems the frantic craze around semiconductors (Micron,SanDisk,Intel,etc.) is already over,with big players including Trump having pumped it up and cashed out,leaving mostly retail investors stuck at the peak holding on.What do you think will be the next...

Looks like another week of a bear market is starting.   created at Aug 10, 2026   18   11   I took one look at the calendar,saw Wednesday's CPI report staring back at me,and felt my portfolio flinch.It looks like semiconductors are warming up for another gold-medal-worthy plunge.Ah yes,Delta,Gamma,continuous delta-hedging short sales,and negative...

Is long-term investing the answer for SNDK and MU? 😭   created at Aug 08, 2026   25   17   I bought SanDisk at 2,000 and Micron at1,150 T_T It plummeted right after I bought them.and it's a large amount of money.The loss is too massive to sell them off,so I think I'll just have to clear my mind and hold onto them for a few years.Fortunately,it's...

How to secure cash at the peak   created at Aug 08, 2026   27   12   I have been investing in stocks for 7 years.I mostly just buy and rarely sell,so my returns are not bad.But since I need to use all this money within the next two years,I am trying to play it a bit conservatively.Reading the comments,I noticed many people ...

SanDisk's earnings announced today   created at Aug 06, 2026   44   2   SanDisk's (SNDK) fiscal year 2026 fourth-quarter financial results announced today were an "earnings surprise" that exceeded expectations.However,as guidance for the next quarter fell somewhat short of the market's high expectations,the stock price decline...

Wow... It's skyrocketing without even giving a chance to get on.   created at Aug 05, 2026   39   21   Up +3% in a single day? The market is officially flexing on us.Yesterday,watching the Korean market just limp along,I thought,"Yep,brace for impact,today is going to be a red day." Plot twist: NASDAQ woke up and chose violence—in the best way possible.Hon...

Is Microsoft pulling everything up after its earnings last week?   created at Aug 04, 2026   42   4   Palantir is soaring after earnings today as well.Are many tech and semiconductor stocks returning to where they belong after falling? I thought AMD would go down further,but its upward momentum is impressive.It's a bit disappointing since I feel like I mis...

Apple's earnings announcement and the impact on semiconductors   created at Jul 31, 2026   59   12   Here is a summary of Apple's FY2026 Q3 earnings results announced today (July 30,after market close) and their impact on semiconductor stocks. Apple Q3 Earnings HighlightsRevenue: Recorded solid growth,exceeding market expectations (approx.108.8B -109.0B)....

Amazon's earnings report is good news for semiconductors.   created at Jul 31, 2026   61   10   📊 Amazon Q2 Earnings Key Highlights (Earnings Surprise).Net Sales: 200.6B (Up +20% YoY,beating market expectations of approx.196.7B)Operating Income: $27.5B (Up +43% YoY)AWS Cloud Revenue: $42.2B (+37% YoY explosive growth / Fastest growth rate recorded...

Reason for today's semiconductor surge: liquidation of situational awareness   created at Jul 31, 2026   55   20   The fund called Situational Awareness,founded by Leopold Aschenbrenner,a 20-something former OpenAI employee,was previously mentioned in this stock forum.It is reported that news reached the stock market this morning that they liquidated (were forced to li...

The biggest problem with AI right now   created at Jul 29, 2026   48   12   An acquaintance's son is a researcher at a famous AI company,and he shared some bad news regarding AI.The bottom line is that they are currently failing to create profitable AI,which is the biggest problem right now,but major AI companies are all keeping q...

SNDK needs to rise 100% to recover its previous high haha   created at Jul 28, 2026   55   3   Gosh.Since it's dropped to around the 1200s now.To get back up to the previous high in the 2300s.That means it needs to go up by al~most 100%.Wow.My head is spinning.

Have you started averaging down on semiconductor stocks?   created at Jul 27, 2026   48   9   I haven't even been able to open my account yet.My 401(k) with only ETFs doesn't drop much anyway so I'm not worried about it,but getting greedy and buying individual stocks was the problem.I need to average down,but I have no idea when to do it.I'm planni...

I think we need to be careful with tickers that have many derivative products (Tesla, Palantir, etc. T_T)   created at Jul 24, 2026   60   7   I heard this from a YouTuber,so please just use it as a reference.Taking an underlying stock like Tesla or Palantir as an example,stocks with many related derivative products—such as 2x / 3x leverage,inverse,covered calls,etc.—are said to have massive tr...

Flying SNDK & SKHY & MU, running AMD, crawling NVDA   updated at Jul 22, 2026   58   4   SNDK / MU neck and neck,up 13%SKHY up 10%AMD up in the 7% rangeNVDA crawling below 1%.

Cancellation of Microsoft Datacenter Lease Agreement   updated at Feb 24, 2025   1,083   3   .Concerns are raised about potential oversupply and the need to revise predictions regarding demand for OpenAI-related services.Meta's past approach of withdrawing or postponing projects at the final stage,citing facility and power delays,is cited as a pos...