He reports a week of sell-sidecars, circuit breakers, and closes below July (month 7), urging data-driven responses. He says 1970s oil-shock experience shows most-fallen names rebound hardest in disinflation. He sees AI funding fears, with CoreWeave yields from 9 to 15%, excessively priced, hitting concentrated Korea harder. He cites Samsung Electronics' 107 trillion-won quarterly operating profit, urging contrarian stances over inflection calls. He expects a disinflation turn on the 2022 CPI peak of 9.1% precedent plus first-half base effects. He calls below-KOSPI 6000 a deep-value staged-buying zone after the Bollinger lower-band break. He expects Korea to rise fastest on the fall versus 6900 intrinsic value plus multiple-recovery room. All directional outlooks are the speaker's conditional judgments and do not confirm any short-term price forecast.

Yonhap News Economy TV

Opening and Crash Diagnosis

1970s Lessons and the Country Scoreboard

AI Credit Fears and Korea's Concentration

Earnings, Front-Running, and Bubble-Call Critics

The 2022 Precedent and CPI Outlook

Indexes, Multiples, and the Chip Shift

Decomposing Yields and AI Returns

Bollinger, Deep Value, and Stop-Loss Critics

Valuation, Flows, and Intrinsic-Value Models

Signals, Risks, and Leadership Rotation

Midterms, the Fed, and a Contrarian Close

Korean Stocks Fell the Most but Will Rise the Fastest (Seong Sang-hyeon) | Infomax Live 261016

Song Teamjang reviews his account and the US plunge, then maps foreign selling and debt fueled structure. He reports Nasdaq100 down 2.5 percent with CoreWeave down 12 percent and 10 year notes stuck at 5.1 percent. He explains October (month 10) 15 foreign selling of 3 trillion 8 thousand hundred-million won, CDS driven ruin fears, 40 trillion won of margin and surging small holders. He covers fund leverage with VARA 44 percent loss rumors and the case for Nasdaq100 indexing. He works through 10 year 5.3 percent against 19 times PER for 5.26 percent, the 2 times expected PPI shock and money rotation. He answers the pleading junior with Howard Marks on preparation plus rules, time and spare cash. All directional views are the speakers' conditional judgments and do not confirm any short term price forecast.

Song Teamjang

KOSPI down 40 percent with debt unchanged: my answer to the junior crying save me

He diagnoses today as an AI-wide selloff whose essence is a financial problem. He reports the Dow -0.34% and the S&P -1.09% while the Nasdaq -2.15% and chips -3.83% across AI. He reads the Nasdaq falling further than the Russell 2000, -1.63%, as tech financing fears rather than a rate problem. He cites 6600 hundred-million-dollar Oracle and 1600 hundred-million-dollar CoreWeave backlogs, explaining phantom demand piling through over-ordering in shortages. He notes the Philadelphia chip index fell 9 straight sessions for the first time in 20 years, with Korea already at July (month 7) lows. He warns neocloud CDS premium spikes push funding rates into the 9% range. He names unlisted AI data-center demand as the price driver, flagging Anthropic's listing and the midterms' end as variables. All directional outlooks are the speaker's conditional judgments and do not confirm any short-term price forecast.

Market Protractor TV

[October (month 10) 17 Saturday US Market Brief] Is an AI-Driven Credit Crisis Coming?

DB Securities strategist Moon Hongchul frames the trigger and rebound terms of a market tougher than July (month 7) with a match and gasoline analogy. He links the CoreWeave default risk and 10 year Treasury spread widening from 50 bp to 200 bp with foreign selling since the end of September (month 9). He calls the 5 percent debate a hedge fund scheme and reads short covering at minus 2 sigma plus falling rates on bad news as the end of weakness. He criticizes Fed judgment and data dependence and sees the allocation rotation lasting 2 to 3 months. His stability gauges are a narrower CoreWeave CDS, 10 year notes at 4.8 percent, defending the July (month 7) low and divided government after the midterms. He rebuts AI led growth with a GDP chart and says to follow the leading rooms over facts. He sets 1320 won this year and 1250 won next year on exports and explains Korea's structural heavier hit. All directional views are the speakers' conditional judgments and do not confirm any short term price forecast.

SamproTV 3PROTV

Why do foreigners dump Korean chips? What a rebound needs | Moon Hongchul, DB Securities asset strategy head [Weekend Interview]

Trump unloads a Biden inflation attack with first press conference tales from taking office. He relays landslide boasts with egg and beef jokes and 4 times egg prices. He covers Iran wipeout claims and the 65 percent Muhammad remark. He closes with a 301 percent Iran inflation claim and New York Times bashing. All directional views are the speakers' conditional judgments and do not confirm any short term price forecast.

Forbes Breaking News

'I've Never Been Wrong': Trump Makes Shocking Claim About People’s Names In The Middle East

Insight30 reads the US midterm board amid high price public anger. It covers all 435 House seats up, a ruling party verdict setup, 39 percent approval and hopes for a war end. It explains 2024 comeback fuel in inflation and COVID cash splashes, flipped by the Iran war and Hormuz. It details the 4 dollar a gallon last line with a war lacking exits, plus 225 House seats and a 50 to 50 Senate outlook. It sorts chamber mix scenarios with the 67 vote impeachment wall and late price and diplomacy moves. All directional views are the speakers' conditional judgments and do not confirm any short term price forecast.

'High prices are Trump's fault': uneasy US public mood | Insight30

Recording on October (month 10) 14, the day after a sell-sidecar halt, he sees the KOSPI 6000 battle as a staged-buying phase from the prior day. He argues for buying both extremes, pairing 2028 growers with cheap large caps. He says the market has moved past disappointment into doubt, when swelling questions over AI payback sow rally seeds. He flags the EPS-chasing trap, diagnosing an excessive-discount phase from hyperscaler FCF deficits and a higher discount rate. He warns against mechanical repetition of rates and history, citing 1998, 2022, and 2002 to 2007 cases. He stresses PER is a function of growth, urging checks on margin durability and shareholder returns over cheap multiples. He cites mechanical foreign selling and Korean governance doubts, urging buying at prices worth holding rather than after confirmation. All directional outlooks are the speaker's conditional judgments and do not confirm any short-term price forecast.

The Word to Survive a Hellish KOSPI: 'Both Extremes' | Economic Commentator Yoon Ji-ho [Weekend Interview]

Kim Dante asks whether AI stocks are really over and what a rebound needs, zeroing in on the CoreWeave driven crisis. He reports a 1.5 percent Nasdaq fall and KOSPI breakdown tangled with Kevin remarks, oil and 10 year notes. He cites the Gerstner exit, founder cashing of 5 trillion won and Deutsche Bank's funding shortfall case behind CoreWeave's 11 percent plunge. He relays memory chain fears with KOSPI futures down 1.42 percent and the GPU rental paradox. He reads the CXMT surprise and Anthropic's lower IPO as blows. He sets visible hyperscaler profits or rate stability as rebound terms in this game of nerves. All directional views are the speakers' conditional judgments and do not confirm any short term price forecast.

Tomorrow's Investing King - Kim Dante

Are AI stocks done now?

Wall Street Briefing maps the CoreWeave driven AI funding squeeze. It reports the 15 percent plunge on the 14th with CDS at 1194 bp, Jensen Huang's rebuttal and Nvidia's 8 percent dilemma. It covers the Broadcom remarks and founder selling plus Anthropic's 168 hundred-million dollar slowdown. It sorts IPO liquidity drain with the funding bottleneck thesis and selective quality trading. It closes on the record 10 year drop and the JPMorgan dilemma. All directional views are the speakers' conditional judgments and do not confirm any short term price forecast.

Hankyung Global Market

I believe the geopolitical situation surrounding the US–Iran war is one of several factors creating bottlenecks in funding flows. With the war prolonged, I think upward pressure on inflation indicators may persist for several months even if the conflict ends immediately. From that perspective, a funding bottleneck, once established, may also be difficult to resolve quickly. This is my personal interpretation and outlook on the relationship between war, inflation and funding flows, so I suggest treating it only as a reference and examining it critically from a long-term perspective.

Korean Stocks Fell the Most but Will Rise the Fastest (Seong Sang-hyeon) | Infomax Live 261016

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