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Many people know about the Nvidia bull, but they don’t know that without SK Hynix’s HBM chips, Nvidia’s graphics cards are just bricks.
South Korea’s semiconductor twin stars (Hynix and Samsung) hold the key to the world’s AI computing power, but in the U.S. stock market, their ADRs (American Depositary Receipts) have extremely poor liquidity, and opening an account directly on the KRX (Korea Exchange) is as difficult as reaching the heavens. This “institutional barrier” has caused South Korea’s core assets to trade at a discount for a long time.
The opening of the Korean stock channel has narrowed the information gap and channel gap between retail investors and institutions. Using USDT to buy cheaper, more fundamental “shovel stocks” in South Korea—those in an absolute monopolistic position—is the high-probability alpha strategy.
https://gate.com/stocks/000660