Korea dropping 650 billion on chips is not a top signal, that is conviction. early innings imo. been adding NVDA and the memory names on every dip, the capex cycle has years left when even SG exports are up 38% off this 🚀
☕️ [Task Coins Giveaway] Daily Market Talk — Korea's $650B Chip Bet
Korea just went all-in on AI. Samsung and SK Hynix are unveiling a combined ~USD 650B, ten-year buildout in chips and AI, the largest corporate spend in the country's history. Singapore is riding the ...
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