Korea's AI Canary Is CrashingFor much of the past year, South Korea wasn't just participating in the AI boom, it was leading it. No major equity market embraced the AI narrative more aggressively. Retail leverage exploded, options activity reached extraordinary levels and semiconductor stocks became the epicentre of global speculative positioning.That leadership is now reversing.
The AI Bubble's Canary Just Died
The AI bubble's canary just died. Korea led the AI mania on the way up. It's now leading the unwind. The implications extend far beyond Seoul.








