Markets, Meditations, and Mental Models

Brief: The AI Selloff Started in Seoul


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Tuesday found the fault line Monday's calm was hiding. South Korea's KOSPI fell 8% and tripped a circuit breaker, SK Hynix and Samsung down more than 12%, and the shock rolled west into a Nasdaq rout. Nothing broke inside the AI models. The money that builds them got more expensive. Traders now pric
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Markets, Meditations, and Mental ModelsBy Cosmic Trex