The truth behind the semiconductor plunge! It's not that the logic has collapsed!

Folks, today the semiconductor sector dragged down the Korean stock market. Samsung's profit surged 19 times but still fell 10%. Are you confused again? Let me explain it clearly. It's not that the AI logic is gone. There are three reasons:
① Pure profit-taking on good news: "buy the rumor, sell the fact." Previously, expectations were too high. Everyone guessed Samsung would earn 90-100 trillion this quarter, but the actual result was 89.4 trillion, missing by a hair. The stock had already doubled, so funds directly sold on the fact and ran.
② People are afraid that AI valuations have been bid up too high. It's not about whether they are making money now; it's the fear that US giants won't keep pouring money into AI at such a fierce pace, and then hardware demand won't keep up.
③ Memory price increases haven't been as aggressive as expected. Previously, people bet on DRAM price hikes exceeding expectations, but now the pace of price increases is slowing, so funds pulled out early.
In short, it's just that there was too much of a rally before, and profit-takers are cashing out. It's not that the industry is in trouble. Don't panic and cut losses, and don't blindly bottom-fish and catch a falling knife. We are making money from gold and crypto, hedged and not panicking at all. Set your stop-losses and wait until sentiment stabilizes. #SKHYNIX $SKHYNIX ‌