Kospi ripped Friday on the Korean sovereign AI fund headline but there's been zero follow-through since, and oil dropping 7% on top of it isn't the risk-on tell you want if you're leaning into the 'bottom is in' trade. Doesn't kill the thesis, but it's a red flag worth respecting before adding exposure. Watching for the tape to actually confirm before treating this as anything more than a bounce.
Aggregated and distilled by Two Sentence Traders. Not financial advice.