Measures put in place by the Korean government will help kospi to recover.

The Koreans are putting in place **measures that are designed for Kospi to recover in time**. In particular pt.4 in the attached which is the infusion of liquidity. Once the leveraged accounts are liquidated and measures take effect, incl. pt 4, I can see kospi up again. **If kospi is up, nasdaq will follow.**

The next 2 weeks will be critical.

I also see nvda, sndk and mu starting to recover since *nothing negative on fundamentals* (quite opposite). This semi and memory drop is a **structural problem** (generated in Kospi) not a **fundamental** one.

If you understand that, it may alleviate some of your pain... we've been hit a lot, let's now hope for the market to

1) stabilise and

2) recover.

Have seen this from 30 years in investing. We are at the beginning of the creation of a new industry, valuations are decent (so not the Internet bubble where valuations were through the roof) and I don't see AI adoption topping anytime soon.

Institutions are manipulating this also so that they are "in" cheap on all tech stocks of consequence: semiconductor and memory chips. But they can manipulate that much because they are playing with ppl's pensions etc... so smth gotta give here. Hopefully up from here.

[https://english.mofe.go.kr/pc/selectTbPressCenterDtl.do?boardCd=N0001&seq=6451](https://english.mofe.go.kr/pc/selectTbPressCenterDtl.do?boardCd=N0001&seq=6451)