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00:00SHORT
“And the fact that everyone, and I mean everyone everywhere, is talking about AI adds a level of caution to anything dependent upon that story continuing.”
@Navigating Uncertainty
When everyone is crowded into the AI story, the most levered, story-dependent name unwinds first as sentiment fades.
CRWVSHORT@ $111.63
$72.00+35.51%
since call May 25
peak +44.4%
“Today, Hynix and Samsung are about 50% of the index … and their earnings depend on a bet that AI infrastructure keeps booming.”
@Navigating Uncertainty
Samsung and SK Hynix drive 50% of KOSPI on an AI infrastructure bet that may be peaking.
EWYSHORT@ $186.19
$157.34+15.49%
since call May 25
peak +24.4%
TIMESTAMPS
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