---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000764747.md"
description: "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 🚀"
datetime: "2026-06-29T02:50:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000764747.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000764747.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000764747.md)
author: "[Alpha～](https://longbridge.com/en/profiles/16656249.md)"
generator: "portal-rs"
---

# Korea dropping 650 billion on chips is not a top s…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [SG.US](https://longbridge.com/en/quote/SG.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**