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“the chip narrative pulls capital from Hong Kong and pushes it into South Korea and Japan. In addition to momentum chasers, there are dedicated Asian stock funds”
@michaeljburry · Cassandra Unchained
Korean equities are at YTD highs on semiconductor mania capital inflows — a technical overshoot with no fundamental backing
EWYSHORT@ $196.75
$157.10+20.15%
since call Jun 25
peak +26.9%
“Hong Kong stocks are falling hard as the chip narrative pulls capital from Hong Kong and pushes it into South Korea and Japan.”
@michaeljburry · Cassandra Unchained
Hang Seng selloff is technical chip-mania rotation, not fundamental — China's leading companies near lows are a buy
BABALONG@ $96.46
$124.11+28.66%
since call Jun 25
peak +29.1%
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