Seeking Alpha
13 Aug 2026, 14:45 UTC · 8w ago
South Korea - Reiterating AI Warning Despite Good Performance
Impact · against what's priced in
Increased leverage in South Korean AI and memory stocks creates a systemic vulnerability to forced liquidations. This heightens the downside risk for the EWY ETF regardless of current bullish sentiment.
- EWY−0.60
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- In context
The accumulation of leverage in AI and memory stocks since March increases the probability of market dislocation and forced selling, making the KOSPI and EWY vulnerable to sharp downside.
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