1. Kospi didn't just wobble, it tripped a circuit breaker two sessions straight, down another 8% today and roughly 20% off Monday's high per the thread's own math, even with Korean institutions reportedly buying over $2B to catch it. Mood's morbid fascination more than panic since it's not our market, but a few are quietly asking if this contagion crawls into US tech. Nothing actionable stateside yet, just watching the halt count.
2. Top thread today is needling Michael Burry, he's reportedly been short $NVDA since November while it's ripped another 30%, and the sub's asking out loud when the bear call stops getting treated like gospel. Same day, $AAPL quietly passed Nvidia as the world's most valuable company and even the crowd can't fully explain the 57% year, no AI leadership, just relentless buying. Feels like a tape that keeps front running the pessimists. Don't be the hero shorting the rip on vibes alone.
3. $SNDK's down close to 20% today and 60% off its highs in about a month, that's real damage, not a meme, and it's got the crowd jumpy heading into $META earnings tomorrow with AI capex the obvious worry. If Meta's spend commentary spooks the tape the way Sandisk just did, expect more rotation out of anything capex adjacent. If it doesn't, this stays Sandisk's own mess, not a sector tell.
Aggregated and distilled by Two Sentence Traders. Not financial advice.