mk kim - DEV Community

mk kim

Apr 29

LG Innotek FC-BGA Surge: Why DB Securities Raised Target Price 60%

#lginnotek #fcbga #packagesubstrate #koreatech

1 min read

mk kim

Apr 29

Alphabet Q1 2026 Earnings Preview: Cloud 50% Growth and the Search Ad Paradox

#alphabet #googl #googlecloud #bigtechearnings

1 min read

mk kim

Apr 28

Oracle Drops 7%: What OpenAI Revenue Miss Means for Semiconductor Investors

#oracle #openai #semiconductor #aiinfrastructure

2 min read

mk kim

Apr 28

Rino Industrial -11.7% Despite KOSDAQ Record High: Block Deal Overhang Explained

#rinoindustrial #kosdaq #semiconductor #blockdeal

1 min read

mk kim

Apr 28

SK Hynix Target Price 2.34M KRW: Why Nomura's Bold Call Could Be Right

#skhynix #hbm #semiconductor #koreastocks

2 min read

mk kim

Apr 28

KOSPI Large-Cap vs Small-Cap: 3x Return Gap and What Korean Investors Should Do Now

#kospi #koreanstocks #largecap #smallcap

1 min read

mk kim

Apr 28

Korea's May Tax Filing Season: What Individual Investors Must Know

#koreatax #isaaccount #pensionsavings #incometax2026

2 min read

mk kim

Apr 28

KOSPI 6600 Breakthrough: 3 Checkpoints Before Chasing the Korea Rally

#kospi #koreastocks #skhynix #hbm

1 min read

mk kim

Apr 28

SKC Rights Offering 2026: Absolics Glass Substrate vs Dilution Risk

#skc #rightsoffering #absolics #glasssubstrate

1 min read

mk kim

Apr 27

Qualcomm OpenAI Partnership: Why Korean Investors Should Watch SK Hynix Instead

#qualcomm #openai #skhynix #semiconductor

2 min read

mk kim

Apr 27

Buffett Indicator at 227%: What Comes After the Nasdaq's 13-Day Win Streak?

#buffettindicator #nasdaq #marketanalysis #bofa

1 min read

mk kim

Apr 27

Avis CAR Short Squeeze 2026: +600% Surge Followed by -72% Crash in 26 Hours

#shortsqueeze #avis #carstock #investing

1 min read

mk kim

Apr 27

Big Tech Q1 2026 Earnings Week: $700B AI Bet Goes on Trial

#bigtech #earnings #aiinvesting #semiconductor

1 min read

mk kim

Apr 27

Organon (OGN) Acquisition Outlook: Sun Pharma's $13B All-Cash Bid and What It Means for Investors

#organon #sunpharma #pharmama #mergerarbitrage

2 min read

mk kim

Apr 26

ECB and BOE April 30 Rate Decision: What Korean Investors Need to Watch

#ecb #boe #centralbank #forex

2 min read

mk kim

Apr 26

US Congress Q1 2026: Lawmakers Loaded MCK, BA, and GOOGL with Zero Sells

#congressstocks #mckesson #boeing #alphabet

2 min read

mk kim

Apr 26

MaxLinear MXL +80% Surge: What the AI Optical Interconnect Boom Means for Investors

#maxlinear #opticalinterconnect #aidatacenter #semiconductor

1 min read

mk kim

Apr 26

VXUS Outperforms 9.7% YTD as Dollar Weakens in 2026

#vxus #internationaletf #dollarweakness #diversification

1 min read

mk kim

Apr 26

Ethereum Spot ETF: 10-Day Inflow Streak and Why Institutions Are Buying Now

#ethereum #etf #crypto #institutionalinvesting

1 min read

mk kim

Apr 26

Intel Foundry Outlook: Tesla 14A Win and the Road to 2027 Break-Even

#intel #semiconductor #foundry #tsmc

2 min read

mk kim

Apr 25

K-Bank's Troubled Debut: Why Korea's Third-Try Internet Bank Fell 26% After IPO

#kbank #koreanipo #internetbanking #fintech

2 min read

mk kim

Apr 25

AI Power Infrastructure ETFs: Why Korean Investors Are Betting on Data Center Electricity

#aietf #powerinfrastructure #datacenter #koreainvesting

2 min read

mk kim

Apr 25

Crypto Fear and Greed Index at 31: Is BTCs 12% Rebound Real or a Trap?

#bitcoin #cryptofeargreed #btcetf #cryptoinvesting

2 min read

mk kim

Apr 25

Neuromeka Rights Offering: 150B KRW Fundraise and 24% Shareholder Dilution

#neuromeka #rightsoffering #collaborativerobot #kosdaq

1 min read

mk kim

Apr 25

AMD Semiconductor Rally: Intel Q1 Earnings Ignited the Entire Chip Sector

#amd #semiconductor #intel #maxlinear

2 min read

mk kim

Apr 24

US April Jobs Report: First Tariff Shock Test on May 1, 2026

#nfp #jobsreport #tariffs #federalreserve

1 min read

mk kim

Apr 24

Korea Cable Stocks Surge: Is the Power Infrastructure Supercycle Real?

#cablestocks #koreamarket #powerinfrastructure #aicapex

2 min read

mk kim

Apr 24

Korea's KOSDAQ Breaks 1,200 for First Time in 25 Years — Is Now the Time to Buy?

#kosdaq #koreastocks #semiconductor #biotech

2 min read

mk kim

Apr 24

U.S. Software Giants Crash: What ServiceNow's -18% Drop Is Warning Investors

#servicenow #softwarestocks #aiinvesting #ibm

1 min read

mk kim

Apr 24

Intel Q1 2026 Triple Earnings Surprise: What It Means for Korean HBM Stocks

#intel #semiconductor #hbm #skhynix

1 min read

mk kim

Apr 24

Texas Instruments Q1 2026: Data Center Revenue +90%, Analog Semiconductor Supercycle Signal

#txn #analogsemiconductor #datacenter #semiconductors

2 min read

mk kim

Apr 23

GE Vernova Surges 13%: What the $163B Backlog Tells Us About the AI Power Supercycle

#gevernova #aiinfrastructure #powersector #investing

2 min read

mk kim

Apr 22

Why Sama Aluminum Surged 27%: Iran Talks Collapse and the Aluminum Supply Crisis

#aluminum #iran #koreastocks #commodities

1 min read

mk kim

Apr 22

K-pop Stocks Under Pressure: 201 Target Price Cuts in April 2026

#kpop #hybe #entertainmentstocks #koreainvesting

1 min read

mk kim

Apr 22

KOSPI Hits All-Time High 6388: Foreign Investors Pour 1.7T KRW as Retail Sells

#kospi #koreastocks #semiconductor #skhynix

1 min read

mk kim

Apr 21

SK Hynix Q1 2026 Preview: What the All-Time High Is Signaling

#skhynix #semiconductor #hbm #koreanstocks

1 min read

mk kim

Apr 21

Alphabet Cloud Outlook: Citi's $405 Target and the 5-Week Catalyst Window

#alphabet #googl #googlecloud #bigtech

1 min read

mk kim

Apr 21

Apple CEO Transition 2026: What AAPL's -0.64% Reaction Tells Investors

#apple #aapl #ceotransition #investing

2 min read

mk kim

Apr 21

Lunit Rights Offering: D-1 Analysis, KRW 26,750 Issue Price and 3 Shareholder Choices

#lunit #kosdaq #rightsoffering #medicalai

2 min read

mk kim

Apr 20

Iran Talks Rejected: WTI Surges 7%, South Korea Faces Dual Vulnerability

#oil #iran #hormuz #southkorea

2 min read

mk kim

Apr 20

KOSPI Foreign Selling Surges as Iran-US Ceasefire Nears Expiry

#iran #kospi #nikkei #yencarry

2 min read

mk kim

Apr 20

Netflix Stock Drops 9.7% - Q2 Guidance Miss and Hastings Exit Explained

#netflix #nflx #earnings #streaming

2 min read

mk kim

Apr 20

Congress Members Keep Buying Bitcoin ETFs: The IBIT Signal and Its 45-Day Delay Problem

#bitcoinetf #ibit #congresstrading #stockact

2 min read

mk kim

Apr 19

Korea IRP Tax Credit: 9 Million Won Limit and 3-Step Asset Allocation Guide 2026

#irp #koreatax #retirementpension #etfinvesting

2 min read

mk kim

Apr 19

MDD Guide: How to Set Your Portfolio Maximum Drawdown Limit (2026)

#maximumdrawdown #portfoliomanagement #investing #calmarratio

2 min read

mk kim

Apr 19

Pershing Square USA IPO: What Retail Investors Need to Know Before the NYSE Debut

#pershingsquare #closedendfund #billackman #psusipo

2 min read

mk kim

Apr 19

QDEL Stock Crash: QuidelOrtho's 27.5% Drop and the Flu Season Problem

#qdel #healthcare #diagnostics #fluseason

1 min read

mk kim

Apr 19

Hanwha Solutions Rights Offering Cut to 1.8T KRW: Key Conditions and Investor Checklist

#hanwha #rightsoffering #koreastocks #investing

1 min read

mk kim

Apr 18

Nelson Peltz 7.4B Janus Henderson: AI Transformation or Activist Hype?

#nelsonpeltz #janushenderson #aiassetmanagement #trianfund

1 min read

mk kim

Apr 18

Ken Griffin's Hormuz Warning: What Korea's 70% Middle East Oil Dependency Means for Your Portfolio

#kengriffin #hormuz #energyrisk #koreainvesting

1 min read

mk kim

Apr 18

South Korea's Semiconductor Exports Surge 151%: Can the KOSPI Rally Continue?

#semiconductor #kospi #hbm #koreastocks

1 min read

mk kim

Apr 18

Bill Ackman Best Idea 2026: Fannie Mae at 0.66x P/E and 3-Stage Privatization

#billackman #fanniemae #freddiemac #gseprivatization

1 min read

mk kim

Apr 17

Korea Financial Income Tax 2026: ISA and Pension Savings Checklist Before May 31

#koreatax #isaaccount #investmenttax #dividendincome

1 min read

mk kim

Apr 17

Korean Quantum Computing Stocks Crash 23% Two Days After Rally

#quantumcomputing #kosdaq #koreastocks #profittaking

1 min read

mk kim

Apr 17

China Q1 GDP 5.0% Beat: Which Korean Exporters Actually Benefit?

#chinagdp #koreanexports #semiconductor #marketanalysis

1 min read

mk kim

Apr 17

Navitas (NVTS) Surges 21%: Why GaN Is Reshaping AI Datacenter Power

#nvts #gansemiconductor #aidatacenter #powersemiconductor

1 min read

mk kim

Apr 16

S&P 500 Hits 7,000 for the First Time: What Korean ETF Investors Need to Check

#sp500 #nasdaq #investing #etf

2 min read

mk kim

Apr 16

Sen. John Boozman Bought NVIDIA During GTC 2026: What the 26-Day Disclosure Timeline Tells Us

#nvidia #congresstrading #stockact #nvda

1 min read

mk kim

Apr 16

Korea KOSPI 6200 Breached Despite 63 Trillion Won in Foreign Selling

#kospi #koreastocks #foreigninvestors #emergingmarkets

2 min read

mk kim

Apr 16

Cathie Wood's ARK Buys Palantir Across 5 ETFs, Sells AMD: AI Software vs Hardware Shift

#palantir #arkinvest #amd #aisoftware

1 min read