South Korean Stock Market Triggers Circuit Breaker! Financial Guru Emmy Warns: The Big Bad Boss Has Not Yet Passed
Reporter Shi Ruide | Taipei Report | 2026/07/28 12:04:00
Table of Contents:
- President's Portfolio Post Sparks Trouble: Novice Panic Triggers Cascading Sell-offs
- Skyscraper Curse Strikes: Musk's Halo Fades
- Google's Capital Expenditure Suffocates Rivals: Taiwan's Volume-less Rebound Requires Caution
South Korea's stock market recently suffered an epic crash. Not only did it trigger a circuit breaker during the session, but the KOSPI index also plunged more than 10.5% at one point, drawing significant attention from Asian capital markets. In response to the Korean stock market collapse, financial guru 'Emmy Drama Time' posted that she had already warned friends that the Korean stock crisis was not over, and bluntly stated, 'It will trigger a circuit breaker tomorrow.' Her prediction came true, sparking heated discussion among netizens. She warned that the current consecutive declines are completely shattering the psychological defenses of novice investors, and the real 'big bad boss' level may not have arrived yet.
President's Portfolio Post Sparks Trouble: Novice Panic Triggers Cascading Sell-offs
Regarding many people's belief that the sharp drop in margin balances in Korean stocks means the crisis should be over, Emmy strongly refuted this in her article. She pointed out that a stock market that has surged for nine months cannot possibly be sorted out in just two to three weeks. She attributed part of the storm to the South Korean government's excessive optimism. When the head of state personally sells his house to invest in the stock market, publicly posts his portfolio, and even approves leveraged products for individual stocks, it undoubtedly gives the public a strong psychological暗示, leading many novices with no concept of financial markets to go 'all in.'
Emmy astutely analyzed the psychological state of these retail investors. She said these people firmly believe in 'buying the dip' because previous pullbacks did not touch their fear threshold. However, when a real continuous crash occurs, these investors—who have mortgaged their homes or raided their wedding funds to buy stocks—will face unprecedented psychological panic.
'If it falls this much, what will happen to my house? What if my wedding fund is gone?' Emmy emphasized that these novices, lacking experience in position management, are most prone to stampeding each other when facing loss thresholds. Therefore, she concluded: 'People without margin can also be hidden bombs.'
Skyscraper Curse Strikes: Musk's Halo Fades
Beyond the local chip issues in South Korea, Emmy also extended her perspective to the turbulence in the US market. She pointed out that the Philadelphia Semiconductor Index has entered a bear market, describing this crisis as a 'skyscraper curse.' Using SpaceX's IPO as an example, she noted that during an overheated economy, markets often witness crazy behavior—a very small company raising funds comparable to companies dozens of times its revenue. She bluntly stated: 'If such a company collapses, the market's psychological暗示 is that the building will fall.'
In fact, South Korean retail investors were heavy participants in the SpaceX IPO. Emmy revealed that she had posted warnings about the huge problems with that IPO at high prices, only to be met with a flood of abusive comments from 'Musk worshippers.'
Now the stock price has halved, and even Tesla's free cash flow has turned negative, both caught in this disaster. Regarding rumors of market consolidation, she also quipped: 'Is Musk some kind of Buddha or great benefactor? With two windows to ask the market for money, why merge?'
Google's Capital Expenditure Suffocates Rivals: Taiwan's Volume-less Rebound Requires Caution
In the battle of tech giants, Emmy singled out Google as the key driver of this AI arms race. She said she had predicted earlier this year that Google's free cash flow would turn negative, describing it as a cruel situation of 'the silkworm spins its silk until death.'
Facing the already negative cash flows of Facebook, Amazon, and Microsoft, Google, with its quarterly AI revenue of $24.8 billion and operating profit of $8.8 billion, plus Warren Buffett's $10 billion equity endorsement, is poised to use massive capital expenditure to 'suffocate everyone.' She joked that the CEOs of the other three giants must be cursing Google's CEO in their hearts for throwing a huge problem at the entire market.
Turning the focus back to the Taiwan market, Emmy also issued a heartfelt warning. She mentioned that last week's rebound in Taiwan stocks was 'volume-less,' urging investors to be cautious. Drawing on her long-standing risk management philosophy, she reminded the public: 'You can't only love a rising market; the market goes up and down.' Only by strictly controlling one's capital position can one have sufficient cash reserves to pick up bargains during market crashes.
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