AI Fears Roar Back, Tech Earnings on Deck
THE SO WHAT
A South Korean data center IPO wobble and a 3.8% Kospi drop tied to Samsung and SK Hynix is a reminder that the AI capex trade is sentiment-driven quarter to quarter, even if workloads are compounding underneath. If you’re making multi-year infra bets, separate your operating plan from public-market mood swings — but expect board questions when names tied to your vendors whipsaw.
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