wdctll|Jul 08, 2026 07:57
The South Korean stock market has entered a technical bear market
It has already plunged over 20%
Regulators are holding emergency meetings
Thinking back, I bought storage stocks on Dragon Boat Festival day
It’s only been two weeks
And it’s dropped this much already
My DRAM cost was as high as 80
Pretty much the peak
Now it’s below 60
The mood has completely flipped
I read several 20,000-word research articles on storage
20,000 words, man, how do they even write that much
Just reading one takes me four hours, basically an entire afternoon
Spent a few days
After carefully reading a few of those 20,000-word masterpieces
I felt super confident
SK Hynix, an easy win
Storage HBM, AI’s golden egg
Then I bought in
And crashed it.
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