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A Historic Rally: From 5,000 to 5,800 in Less Than a Month The Korean stock market is moving at a breathtaking pace. On the 20th, the KOSPI closed at 5,808.53, up 2.31% from the previous session. What makes this move remarkable is not just the level itself, but the speed. The index first crossed 5,000 on the 27th of last month. It then broke through 5,500 on the 12th, and within just three trading days, it surged past 5,800. This kind of rapid ascent is rare, even in bullish cycles. Market participants are calling it a “runaway rally,” driven largely by one powerful force: semiconductors. At the center of this momentum is SK Hynix . SK Hynix Takes the Lead While Samsung Moves Sideways While Samsung Electronics posted a modest gain of just 0.05%, SK Hynix jumped more than 6%, reaching 949,000 won and even briefly trading above 950,000 won intraday. Out of the 131.28-point rise in the KOSPI that day, SK Hynix alone contributed 45.15 points — an outsized impact that underscores how...

The AI revolution is not just a semiconductor story. It is a power infrastructure story. Data centers do not simply need electricity. They need stable, high-voltage, uninterrupted, precisely conditioned electricity . And that requires two things: Massive energy generation Transmission lines, substations, and transformers that move and stabilize that energy Let’s break down both. 1. Nuclear Power — The Baseload Backbone Nuclear energy is becoming the strategic anchor of long-term AI electricity demand. Data centers require 24/7 baseload power. Nuclear plants operate continuously and deliver massive output with minimal carbon emissions. Why Nuclear Works for AI Zero carbon at scale High capacity factor (runs almost constantly) Stable voltage output Long-term power purchase agreements (PPAs) SMR (Small Modular Reactor) Momentum SMRs are gaining traction because they: Shorten construction time Lower capital intensity Allow co-location near data ce...

  1. Overview — Exceptional Results, Yet Range-Bound Price Broadcom has been one of the true tech success stories of the last decade, transforming from a traditional semiconductor manufacturer into a diversified infrastructure and enterprise software powerhouse . In its latest earnings release, Broadcom once again delivered strong results — beating expectations on both revenue and profitability. Despite this, the stock has been range-bound, frustrating many investors who expected a breakout. This stagnation reflects a blend of market rotation, valuation concerns, and mixed sentiment around the semiconductor cycle and enterprise demand. 2. Recent Earnings — Beating Expectations, Driving Cash Flow Broadcom’s latest quarterly earnings showed: Revenue beat : Top line comfortably above consensus Earnings beat : EPS well ahead of expectations Profit margins : Remained historically high, reflecting pricing power and cost discipline Cash flow : Exceptionally strong free ca...

 The recent rally in the KOSPI has been largely powered by two familiar giants: Samsung Electronics and SK hynix. As memory prices rebound and expectations around artificial intelligence (AI) investment accelerate, semiconductor stocks have once again become the driving force behind the index’s upward momentum. But markets never move in a straight line. As semiconductor stocks approach short-term resistance levels, investors are beginning to ask a crucial question: What comes next? While many analysts believe the semiconductor leadership story is far from over, they also point out that a healthy bull market requires sector rotation. If capital begins to spread beyond chips, the overall durability of the KOSPI could improve significantly. Semiconductor Momentum: Strong, but Not Alone There is little doubt that semiconductors remain the structural core of Korea’s equity market. AI infrastructure expansion, data center investment, and memory price normalization continue to suppor...

 The AI revolution is no longer about chatbots or search engines. It is now a direct battlefield between Meta and Google — and the prize is the future of global digital advertising. Both companies are integrating artificial intelligence into every layer of their ad ecosystems. The question investors are asking in early 2026 is simple: Who will control the AI-powered advertising stack of the next decade? This article breaks down strategy, financial strength, technological positioning, and long-term investment implications. 1. The Core Difference: Discovery vs Intent At the heart of this rivalry is a structural distinction. Meta: AI-Powered Discovery Engine Meta dominates attention-based advertising . Users scroll, watch, and engage — and AI determines what they see next. Meta’s Advantage+ system uses machine learning to: Automatically optimize creatives Allocate budgets in real time Predict user conversion behavior Meta’s strength lies in behavioral data from:...

 Entering 2026, AppLovin (APP) stands at a fascinating crossroads. After an extraordinary 700% rally across 2024 and 2025, the stock is no longer just a growth story—it is a stress test of valuation, AI durability, and regulatory resilience. Despite delivering record-breaking Q4 results, APP recently suffered a sharp pullback. This divergence between fundamentals and price action raises an essential question: Is this a rare valuation reset — or the beginning of a structural slowdown? This article breaks down the earnings strength, the causes of market anxiety, competitive threats, and whether the current level offers asymmetric upside. 1. Q4 2025: The “Rule of 150” Execution Machine AppLovin’s Q4 report was not just strong — it was exceptional by any SaaS or ad-tech standard. Key Financial Highlights Revenue: $1.66B (+66% YoY), beating consensus Adjusted EBITDA: $1.40B (84% margin) Free Cash Flow: $1.31B for the quarter (+88% YoY) Full-Year FCF: $3.95B Sha...