Tae Kim
· Key Context by Tae Kim
· April 14, 2026 at 18:26
· ⏱ 3 min read
| Read on Substack ↗
Summary
The author reflects on a bullish call made on memory chip stocks in mid-February, using the iShares MSCI South Korea ETF (EWY) as the investment vehicle. Since that call, the ETF has gained about 9% amidst volatility, and the author notes that the fundamentals for the sector have continued to improve.
•The author previously made a bullish call on memory chip stocks in mid-February.
•The iShares MSCI South Korea ETF (EWY) was the chosen vehicle for this trade idea.
•Since the call, the ETF is up approximately 9%.
•The author states that the fundamentals for the memory chip trade have improved since the initial call.