HOLLOW POINT TRADING MARKET BRIEF
What this market video covers
The KOSPI tanked 8% and Korea HALTED trading for 30 minutes — on a Samsung BEAT. That's not a bad quarter. That's a cycle top. In this Operation Quicksand briefing I break down the $114 BILLION liquidity vacuum (SpaceX $85B + SK Hynix $29B Friday), the DRAM supply glut scheduled for 2028, the split-arrow rotation into healthcare and software, and why…
Use this analysis as general education. Confirm current prices and conditions independently, define invalidation before entry, and size every position for the loss you can actually tolerate.