Samsung forecasts Q2 operating profit to surge about 19 times year-on-year, but the stock dropped 7%, and SK Hynix also fell 6%.

South Korea's KOSPI fell sharply, and Asian tech stocks came under collective pressure.
Now ordinary good news is no longer enough.
In the next phase of AI trading, only three things matter:
1. Whether earnings beat expectations
2. Whether guidance continues to accelerate
3. Whether valuations can still withstand continued capital clustering
If even a 19-fold profit surge can't boost the stock, it means the AI hardware chain is no longer a low-expectation trade, but a perfectly priced trade.
Next, we need to see who isn't rising on good news.
Check if you hold any of those stocks.
That is the most dangerous signal.
If the US stock AI rebound becomes reality, it means the crowdedness and expectation threshold of AI trading are also rising.