المنشور

South Korea's KOSPI triggered a Level 1 circuit breaker — a 20-minute trading halt — for the second time this year after the index fell more than 8% in a single session. The catalyst: Broadcom's guidance came in ~$1.2B below the most extreme AI-bubble expectations, sparking a hard tech selloff. Samsung Electronics fell over 11%, SK Hynix slid ~10%. This is especially sharp given KOSPI was up ~93% YTD before the reversal. When KOSPI circuit breaks on AI chip news, crypto rarely escapes the fallout — Bitcoin is holding at $63.3K right now but the broader risk-off tone is real. SK Hynix is one of Nvidia's primary HBM suppliers, so a 10% drop there signals the market is actually starting to price in the custom silicon / AI capex peak narrative rather than just talking about it. Does the KOSPI circuit breaker change your confidence in the AI trade, or is this just a healthy reset before the next leg up? Just sharing my thoughts. Not financial advice. DYOR. #KOSPICircuitBreaker #OKXOrbit