Korea's Face-Ripper

Korea's Face-Ripper

Just days ago, Korea looked like one of the most unloved AI markets in the world. Mechanical selling had washed through the system, positioning had been aggressively reset, and sentiment was deeply pessimistic. Then came one of the biggest squeezes in the index's history.

The technical reversal was extraordinary, but it wasn't just about charts. Record foreign inflows, improving positioning and fresh government support for AI combined to create the perfect backdrop for an explosive rally. The question now is whether this was merely a positioning reset, or the start of a much larger leadership shift.