POPA Recon🤔Now is the low point (Tom Lee) source
🤔Now is the low point (Tom Lee) source 1. AI plunge is forced deleveraging - Both rises and falls are exaggerated due to the expansion of leveraged products. - The recent sharp decline is due to the forced liquidation of leveraged longs rather than deteriorating fundamentals. - As semiconductor and memory usage is structurally increasing, the Korean stock market is expected to hit new highs again. 2. Remain in structural growth - Hedge funds' exposure to technology stocks has already been reduced at the fastest rate in years. - Weak hands and leveraged positions have been largely eliminated…
The excerpt is quoted from a public Telegram channel, which owns its text.