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Ed Zitron
edzitron.com
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Fun fact! Two companies - Samsung and SK Hynix - make up 58% of the entire value of the Korean stock market. The reason their stocks are inflated are almost entirely because of AI data center capex. Retail investors are the largest buyers of Korean stocks this year. Anyway the fact isn’t that fun
2026-07-20T03:36:23.671Z