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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
AI trade enters a credibility test: semis de-rate as investors question AI capex returns.
Reported: KOSPI fell nearly 11%; Samsung -13%, SK Hynix >-14%; CXMT IPO +466%.
Watch the Fed, Microsoft/Meta earnings and AI governance. #AI #Semis #Markets
2026-07-29T12:37:25.278Z