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Asia’s AI Stocks Driving Wild Market Shifts
Description
The Asian stock market’s AI-driven frenzy is spiraling out of control, with three tech giants—TSMC, Samsung, and SK Hynix—dominating nearly a third of key indexes, forcing fund managers to sell their top performers despite record-breaking gains. TSMC up 52%, Samsung 159%, MediaTek 184%—this isn’t just a rally, it’s a distortion so extreme it rivals the US “Magnificent Seven,” even rattling the Korean won. US funds are flooding in, while South Korea sees record outflows, creating a feedback loop where the very success driving gains triggers forced selling. Investors are now betting on smaller AI supply chain plays or doubling down, proving sometimes the best moves are the ones that go against the crowd.
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