$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SPDR S&P 500 ETF Trust(SPY)$ It's pretty wild to see the whole AI momentum in the US take such a hit recently, and it's largely traced back to Korean stocks like SK and Samsung. The main drivers seem to be local rebalancing laws and issues with highly leveraged trading over there. Honestly, it feels a bit odd that factors unrelated to the core strength and financials of so many AI companies can have such a heavy impact on the US trade. It's a strange situation to watch unfold.
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