South Korea's KOSPI seems to be taking the $Alphabet(GOOGL)$ CapEx news in stride.
The logic here is pretty straightforward: more AI spending means more demand for memory, chips, servers, and data centers. That's a positive setup for $SK hynix(SKHY)$ , Samsung, and the broader semiconductor supply chain.
One big overhang has been excessive retail leverage and crowded positioning. From where I stand, it looks like a lot of that weak-handed selling has finally been flushed out.
If the AI infrastructure cycle keeps expanding, memory and semiconductor names could come back into focus as capital rotates into the next phase of the buildout.
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