We literally tanked over a Korean facebook post btw
u/Prongs007 ·
Reddit — r/wallstreetbets
· 2026년 5월 13일, 01:47
· ⬆ 106 포인트
· 💬 59 개 댓글
| Reddit에서 보기 ↗
AI 요약
=== 요약 ===
- 작성자는 5월 12~13일 메모리 반도체 주식(MU, INTC, SNDK)의 급락이 CPI 수치(예상치 부합) 때문이 아니라, 한국 정부 관계자의 'AI 세금' 관련 페이스북 게시물로 인해 촉발되었다고 주장함.
- 시장이 과잉 반응하여 장중 반등했으나, 본인의 레버리지 MU 포지션은 회복 전에 마진콜을 당했다고 주장함.
- 해당 게시물은 뉴스 기사 링크를 근거로 한 투기적 성격의 글이며, 체계적인 분석(DD)이 부족하고 개인적인 좌절감에서 비롯됨.
=== 시장 심리 ===
혼조세
=== 매매 아이디어 ===
이 게시물에는 실행 가능한 매매 아이디어가 없음. 작성자의 논지는 급락이 과잉 반응이었으며 MU가 반등했어야 한다는 것이지만, 현재 진입/청산 추천은 없음. 해당 이벤트는 이미 부분적으로 되돌려졌으며, 작성자의 개인 포지션은 청산됨.
=== 댓글 요약 ===
주요 댓글들은 작성자의 탓을 일축하며, 과도한 레버리지 사용(pandadogunited)과 원인(CPI vs 한국 게시물)의 불확실성(Legendary-Lemon)을 지적함. 다른 이들은 풋옵션 수익을 축하하거나(SocialSuicideSquad), "카지노에서 울지 마라(PM_ME_UR_BASILISKS)"는 반응을 보임. 커뮤니티 심리는 작성자의 논지에 대해 공감하지 않으며 중립적임.
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Ok fuck you guys
Today at 8:30 CPI dropped. Algos read it, the 1Y literally ticked down because it was in line, and the market collectively decided not to give a shit
EXCEPT - you assholes couldn’t shut the fuck up about Intel and Micron and Sandisk instead of just winning quietly, so when they were all red in premarket (BEFORE THE CPI PRINT), the journalists naturally ignored trying to find the actual reason for this and took to their gay bear cuck chairs instead. The FUD machine started. Literally even WSB started filling up with "inflation fears" posts from CNBC
But tell me what about the CPI actually said that we didn’t already know - if we were gonna rocket for a month at oil being at $100 already, why the fuck would we sell off after getting a print confirming oil is at $100. Thank you I can read
The truth is that a South Korean “policy adviser” named Kim Yong-beom posted on FACEBOOK about a hypothetical “AI tax” on Korean memory chipmakers. He tanked his own stock market within seconds of posting. Meanwhile his own party walked it back explicitly calling it “personal opinion”, and the opposition demanded him fired. AKA this was the Korean equivalent of “tariff on, tariff off”. KOSPI went from ATH to -5% in about 30 minutes before reversing to close at -2.3%.
https://preview.redd.it/x8wucru77t0h1.png?width=728&format=png&auto=webp&s=c765b186c7072e947056effac95f44040887d010
**Did literally any news station report this?**
Obviously not. Every headline today: “Stocks fall on hot CPI” “Markets reprice rate hikes” “Inflation fears spark hawkish Fed fears”
A 5 second Google or clanker search would show you the 1Y bond moved by 2bps. AKA no one gave a shit. It’s like when the PayPal tards get horny over a 0.7% increase and say “WE’RE SO BACK” while SNDK goes 5000% in 1Y. But of course the market didn't care, Micron opened red and then it stayed red because every single person read the headlines and collectively decided "yes, fuck wallstreetbets, this shit cannot be real, the AMD millionaires are fake" and sold off all our positions in sync. I can't even blame them.
I am now 200 shares poorer in Micron than I would have been if we didn’t crash 10% for no fucking reason before doing a V because I got margin called.
Can't you regards just win quietly instead of posting millionaire screenshots?
[Chief policy staff's idea of 'national dividends' using AI profit triggers concerns - The Korea Times](https://www.koreatimes.co.kr/business/companies/20260513/chief-policy-staffs-idea-of-national-dividends-using-ai-profit-triggers-concerns)
[Top South Korea Policymaker Floats Paying All Citizens a Share of AI Profits - Bloomberg](https://www.bloomberg.com/news/articles/2026-05-12/korea-floats-citizen-dividend-using-ai-profits-samsung-falls)
EDIT: To the guy who thinks 200 shares was my entire position. Fuck you
https://preview.redd.it/td6kjri5bt0h1.png?width=574&format=png&auto=webp&s=923ddb6c2e10a333bc272f082dbb1b52fb771ae3
And yes my broker sold off the 200 at $708