Three of Asia's biggest stock markets have just suffered a brutal sell-off.
🇰🇷 South Korea's KOSPI plunged over 10% in a single day, triggering a circuit breaker and falling more than 35% from its recent peak. Meanwhile, 🇯🇵 Japan's Nikkei 225 and 🇹🇼 Taiwan's TAIEX also experienced sharp declines as investors dumped AI and semiconductor stocks.
So what happened?
In this livestream, I'll explain why the market suddenly turned so negative and why this isn't just an Asian story. We'll examine the growing concerns over the AI boom, rising competition from Chinese chipmakers, upcoming earnings from Samsung, SK Hynix, Microsoft, Meta, Apple and Amazon, and whether the market is beginning to question whether AI valuations have gone too far.
Most importantly, we'll discuss what this could mean for the Nasdaq, the S&P 500, and whether this is the beginning of a much larger correction—or a potential crash-buying opportunity for long-term investors.
We'll cover:
🇰🇷 Why the KOSPI has entered a bear market
🇯🇵 Why Japan's Nikkei is falling sharply
🇹🇼 Why Taiwan's semiconductor sector is under pressure
The impact of Chinese AI and memory chip competition
Why Wall Street should pay attention
What to watch from Big Tech earnings this week
My outlook for the Nasdaq, S&P 500 and global markets
How long-term investors should prepare for the next move
If you believe in disciplined long-term investing, don't panic—understand what the market is pricing in and be prepared when opportunities arise.
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