KOSPI (and, of course, memory/tech in the US) has been all over the place over the last few weeks. Most notably, significant drops in both the KOSPI and Nikkei several times over the last 2 weeks with little rebound. Tonight, it's up 7%. Earlier today, memory and tech were generally up in the U.S., as concern for software grew over suspected spending on AI infrastructure/capex.
Do you consider this ordinary stock movement or a rotation back into tech/memory/AI?