KawzInvests(@KawzInvests):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

KawzInvests

@KawzInvests

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KawzInvests@KawzInvests

2026.07.16 01:46

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