EWY iShares MSCI South Korea ETF
EWY iShares MSCI South Korea ETF
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Desk view
Passedthe one-factor market: 16 of the last 45 sessions moved more than 4% — the template for how the AI-hardware lane trades, not a position (2026-08-19)
Basis Logged decision
Updated
Market read
POC $179.02 · VWAP $153.94 · -2.3% vs 12m avg buyer
pullback vol: normalgaps: stablechurn: quiet as of
Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)
Coverage
7 related campaigns
EWY Price Structure
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Peers
Every watchlist EWY belongs to, members best 30-day change first — EWY highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.
@memory
@escalation
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LNG+8.1% +3.7%1d +4.0%7d
EWY research tape
70 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.
Types
Oct 13 tweet Paradis — GS and JPM: Tuesday's KOSPI selling was about 95% tech, foreign sellers against Korean dip-buyers
Aug 22 tweet The Kobeissi Letter — South Korea's chip trade surplus hit a record ~$35B in June, more than tripling in 12 months
Jul 31 News KOSPI's largest one-day gain in history; the unwind's anatomy gets numbers — captured 2026-07-31 EOW
Jul 31 tweet Korean retail's 2x inverse SK Hynix ETF lost ~60% in one day when the squeeze snapped back
Jul 26 Article Memory rebuilt for four sessions, gave it back on Friday, and walked into the only two days that matter
Jul 13 reddit r/stocks — SK Hynix tumbles 15% in Seoul AFTER a record Nasdaq ADR debut ($26.5B, 7x oversubscribed, ADR +13%)
Jul 13 tweet Global Markets Investor — KOSPI -9%, trading halted; SK Hynix -15%, its largest daily drop on record
Jul 13 tweet Semiconductor Insider — Korea Investment Securities cuts SK Hynix 2026-27 operating profit 9-11% on HBM4 ramp delays
May 23 Article Weird-ETF rotation read — MSTR-leverage breakdown, AI-stack narrowing, defensives flat
Desk commentary
Authored analysis and challenge notes tied to EWY.
The bubble question against the tape: yen intervention, Korea's two charts, and where the classic templates fail
Vertical: Memory & Storage — read the −15% correctly