Tag: #value-up
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 1 posts
Korea Stock Market 2026 Outlook — Semiconductors, Value-Up, and the Challenges Ahead
We examine the Korean stock market in 2026 through four axes: semiconductor weighting, the Value-Up program, foreign investor flows and the exchange rate, and governance reform. We weigh the bull and bear cases in a bala
2026-06-18 · 24 min read #korea-stock#kospi#semiconductor#value-up#investing