South Korea's AI Bubble Situation Just Got WORSE…

Описание: South Korea just hosted the first full-scale AI bubble collapse in history.

The best performing stock market on Earth, briefly the sixth largest in the world, lost around 40 percent of its value in roughly 40 days.

Two trillion dollars erased, circuit breakers firing on back to back days, over 320,000 retail accounts forcibly liquidated by machines, and a finance minister publicly apologizing for products his own regulators approved months earlier.

This was not a dip. It was a complete boom and bust, start to finish, at breakneck speed. And the exact same machine, the same trade, the same leverage, the same blind faith, is currently running in America, just bigger and slower.

In this video, Meerkat breaks down how two companies, Samsung and SK Hynix, grew to more than half of the entire Korean stock index and turned a national market into a single bet on American AI spending.

Why 14 million retail investors, the ants, marched into the market out of despair rather than greed, and how the government approved single stock leveraged ETFs that detonated within a single summer.

How margin calls and forced evening rebalancing created a doom loop where nobody was choosing to sell anymore, the system was selling itself.

Why over 60 percent of the wiped out accounts belonged to people under 35, the generation told the market was their last door out.

Why America is running the same trade at a different speed, with ten stocks instead of two, record margin debt at 4.5 percent of GDP, and the same leveraged products pre-installed in New York.

Why sliding returns on three quarters of a trillion dollars in annual AI spending mean the first giant to cut its budget starts the Korean movie playing in English.

And the three signals to watch next, from Seoul's rescue attempt to the four capital expenditure lines holding up the Western world.

Seoul this month is not foreign news. It is time travel.

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South Korea's AI Bubble Situation Just Got WORSE…