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The Korean KOSPI index fell by 4% intraday, with Samsung Electronics down 5% and SK Hynix down 4%. Korean investors enjoyed the best summer, only to face the worst autumn. The long-term development of AI is not a bubble; after this sharp pullback, I believe SK Hynix’s current price offers some value. The Q3 earnings report is due on October 28—pay close attention to the results and forward guidance to see if they support this assessment. $SKHY

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