totoroaprday
$EWY (iShares MSCI South Korea ETF) KOSPI up big during the day just to see minimal returns when the market opens in the US, rinse, repeat lol. But still the best exposure to the memory super cycle on the Korean side imo (especially SK Hynix exposure since etoro doesn't have KR equities). Samsung and SK Hynix takes up almost 50% of this ETF and they're #1 and #2 respectively in the memory domain. Management is VERY conscious of their bargaining power right now and one can only hope that they maximize profits for the foreseeable future. $SMSN.L (Samsung Electronics Co Ltd - GDR) $SKM (SK Telecom Co Ltd-ADR) (leaving SK Telecom ticker here as a placeholder, fyi also something to look into as an Anthropic thematic trade)
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