CNBC — Seoul's leveraged retail is the forced seller under the memory crash
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CNBC — Seoul's leveraged retail is the forced seller under the memory crash
· CNBC
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Why it's worth your time
The mechanics under the record Seoul drop: leveraged retail positions in SK Hynix and Samsung unwinding into the decline. Forced-seller flow argues the crash overshot fundamentals — consistent with the desk's read that the memory derate is a Korea-shock leg, graded by the Jul 28-29 storage prints, not by margin calls.
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