KawzInvests
@KawzInvests
Research-focused. Photonics. AI. Defense. Tech. Space.
Optic Supercycle. NFA DYDD
452 Following 115.5K Followers
KOSPI is down 7%. The Bank of Korea just hiked 25bps to 2.75%, its first rate hike since January 2023
June inflation ran 3.2%, the fastest in over two years, with the BOK pointing to the chip boom fueling sticky prices and growth strong enough to handle higher rates
Institutions and foreigners have absorbed 7.3 trillion won of stock in the last two sessions while retail capitulated with the fifth largest net sell on record
The BOK itself says this cycle is different, structural AI demand and HBM supply constraints, not a normal chip upcycle $EWY $SKHY
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$NOK insider buying is going vertical.
In the last 30 days:
> Konstanty Owczarek bought $500K at $15.35 on May 22
> Konstanty Owczarek bought $598K AGAIN at $15.99 on May 26
> CEO Justin Hotard bought €772K at €9.15 on April 28
> Board member Timo Ihamuotila bought €454K the same day
> Four senior managers bought May 15
Seven insiders. $2.5M+ of personal capital. Stock already doubled YTD and they kept buying higher.
Nobody is waiting for a pullback.
$NOK $NVDA $CIEN
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