$XL2CSOPHYNIX(07709.HK) Asian markets plummeted on negative news during the day, while US stocks rallied on positive news at night. A world where only Asian retail investors get hurt has been achieved 😀. SK Hynix and Samsung are falling further behind, lagging far behind US memory stocks. I moved some positions from SanDisk over here, only to see it become a counter-trend move 🌚. The Korean market is too fragile. Even though the top two memory players are in Korea, controlling the narrative in the memory sector, it's still just so-so. The elasticity is too poor. A little influence from oil prices, a little influence from international politics, and it's ready to hang itself...

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