South Korea Tech Stocks Are Now a Live Wire for the AI Trade
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South Korea tech stocks now track the AI trade through Samsung, SK Hynix, and Kospi-Nasdaq correlation, while retail leverage raises risk for U.S. investors.
Kimi Cost Shock and the Memory Demand Question
Kimi cost shock: The Kimi cost shock matters less because Moonshot AI has found a magic way around semiconductors, and more because cheaper models can pull more