I made an AI that summarizes expert comments every hour,
Today, 2~3 experts who are seen as bottom signals appeared on YouTube and said something.
When KOSPI fell to around 7180, reverse purchases started with 1.5 trillion won in futures and 480 billion won in spot, which seems to be seen as the bottom point. This is a signal that came out after 1.9 trillion won was purchased on May 25th.
I was watching the KOSPI minute chart and suddenly it went up from 7180 -> 7300, so I wondered what was going on, and this happened.
The person who saw the bottom signal today is the one who talked about Samsung Electronics 23~250,000 won and Hynix 2 million won from mid-June.
Others say that the attack by short-selling forces targeting ADR listing of Hynix will be completed,
JP Morgan is putting downward pressure on semiconductor stock prices through fear marketing, while Morgan Stanley is confirming lower support through antitrust lawsuits and fear creation... It seems that there was a lower limit set by foreigners.
Tomorrow is option expiration day, so it seems like a battle between foreigners and institutions, and whether there will be a technical rebound this week seems important. However, for a trend change, it needs to continue next week as well. If what the experts said above is correct, we may see a phenomenon where short selling and short positions subject to SOX are settled in the middle of next week.
However, since it's just the story of a few experts, we can't say that everything is right. Most of them agree on this point:
If the CAPEX plan of hyperscalers and the price increase of memory semiconductors are concretely revealed at the end of July with the announcement of the second quarter earnings, a safe haven based on good earnings will come.
Compared to secondary batteries in 2021, there is a clear prospect of concrete results, so many people believe that the current decline is a short-term adjustment.
Previously, there were not many specific signals or information, so experts couldn't clearly say when the rebound would start. However, today, several experts seem to have seen the signal and explained the timing and signal well.
I tried to collect bearish reports with a Red Team strategy and listen to expert opinions, but there are hardly any domestic YouTube experts who have a bearish outlook.
Even if the experts aren't all right, it's still reassuring that concrete signals are being mentioned today by experts who see this as a turning point.
I think everyone's mental state might have been shaken this week. I hope everyone will recover their good spirits and make profits next week.
