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87 pages

Market-Outlook

AI Supercycle Midgame: Rate Risk Is Rising, But the Red Flags Are Not Yet Observed

The Jobs Shock Is the Hard-Data Version of May's Rate Shock: KOSPI Needs to Hold 8,000

After Strong U.S. Jobs, CPI, BOJ and FOMC Matter: Korea Needs a Reaction Function, Not a Forecast

The Market Missed Jensen Huang’s Bigger HBM4 Comment: All Three Vendors Are Qualified

Can the SpaceX IPO Move Korean Equities? Not a Liquidity Crisis, But an AI, Space and HBM Rebalancing Event

GigaVis Follow-Up: Foreign and Institutional Money Tests the AI FC-BGA Yield Bottleneck

Sam-Ha-Ma Parity Follow-Up: Micron Deserves a Premium, But Korean Memory Looks Too Cheap

AI Data Center CapEx at $5.3 Trillion: Korea Should Look Beyond GPUs to Power, Substrate and Storage Bottlenecks

Broadcom Reconfirmed a $100B+ AI Semiconductor Run-Rate for 2027: How Korea Should Read the Value Chain

Why Jensen Huang Would Meet NAVER: After SoftBank, YTL and Dell, Korea Needs an AI Factory Operator