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HBM Dominance: The Real Reason US Investors Can’t Ignore Korea’s Chip GiantsKorea’s chip giants SK hynix and Samsung dominate the HBM market, powering NVIDIA GPUs and AI hyperscalers. Here’s why undervaluation + Uptober make them a must-watch for US investors.---Part I. Korea: The Unsung Hero of the AI Supply Chain1) The Beating Heart of the AI Era — Strategic Value of HBMSince the Fourth Indust..

Stock [EN] 2025. 9. 30. 06:07

U.S. Stock Market Decline: The Start of a Long Correction or Just a Breather?---Part I. Signs of Consecutive Declines — What Is the Market Telling Us?In the final week of September 2025, U.S. stocks fell for three straight sessions. The size and speed of the drop across major indexes suggest more than a one-day blip; it points to a shift in risk appetite.Dow Jones Industrial Average: –4.2% over ..

Stock [EN] 2025. 9. 26. 11:58

Powell’s Remarks and the Decline of the Three Major Indices: A Fracture in Rate-Cut Expectations and the Shutdown RiskPart I. The Shaking of the Three Major Indices: The Overvaluation Debate and Investor SentimentOn September 23, 2025 (local time), U.S. stocks closed lower across the board, with the Dow Jones Industrial Average, S&P 500, and Nasdaq all ending in negative territory. This came jus..

Stock [EN] 2025. 9. 24. 08:59

The Fed's Rate Cut: A Path to a Tech Rally or 1970s-Style Inflation?A potential Federal Reserve rate cut is a major event for the markets, with the power to either ignite a new rally in tech stocks or, in a worst-case scenario, bring back the specter of 1970s-style inflation.This analysis looks at historical precedents, recent market conditions, and crucial lessons for investors. The focus is on..

Stock [EN] 2025. 9. 24. 06:09

What Was Announced? — A Plain-Language Breakdown of the ProclamationThe following is a step-by-step explanation of the key provisions of the White House proclamation “Restriction on Entry of Certain Nonimmigrant Workers”, released on September 19, 2025, together with the clarifications given by the government and media the next day.In short, the order takes effect at 12:01 a.m. EDT on September ..

Stock [EN] 2025. 9. 21. 08:12

In-Depth Analysis of Galaxy Corporation: An Enter-Tech Firm Nearing a Turnaround and IPO※ This article is for informational purposes only and is not an endorsement to buy or sell any specific stock. All investment decisions are the sole responsibility of the investor.---Prologue: Why Galaxy Corporation is the Talk of the TownIn the first half of 2025, one company has captivated the attention of ..

Stock [EN] 2025. 9. 21. 06:18

After the Fed’s September 2025 Rate Cut: What Comes Next for U.S. Stocks and Inflation?---Part 1. Introduction – Why U.S. Interest Rates and Stocks Draw the World’s AttentionThere are three words that never fail to appear in economic news: interest rates, inflation, and the U.S. stock market.An interest rate is not just the cost of borrowing; it is the thermostat of the economy. Inflation is not..

Stock [EN] 2025. 9. 19. 06:20

Bank of Korea’s Rate Cut Outlook and the Future of the Korean Economy---Part 1. Policy Trends and BackgroundThe Bank of Korea (BOK) has recently emphasized the phrase “growth headwinds” in its Monetary Policy Committee minutes, signaling a potential shift from rate hikes toward cuts. This is not just rhetoric—it reflects the economic realities Korea faces today.(1) The Inflation Fight: 2021–2022..

Stock [EN] 2025. 9. 17. 06:20