A day rattled by leverage — still, I added SK Hynix

Kospi slid 2.70% and Kosdaq dropped 0.68%, so today wasn't comfortable to watch. Foreigners net-bought over 1.4 trillion won on the Kospi trying to hold things up, but institutions only sold about 283.8 billion won — nowhere near enough to explain a drop this size — so I'd bet the bigger driver was retail capitulation as leveraged positions came under pressure, bad enough that people were dreading checking their ETF screens on the commute home. Kosdaq slipped quietly with both foreigners and institutions selling in tandem, but with the government pushing an AI and humanoid transition across steel, shipbuilding, and autos, AI and autonomous-driving names actually held up strong while defensives like utilities and staples lagged — which tells me today's selling reads more like leverage-unwind noise than sector-wide fear. With exports and employment still underpinning the real economy and rate/credit conditions staying friendly, I'm reading this as a pullback inside an uptrend rather than a turn. So today I added SK Hynix (000660) to the book — a bet on that bigger AI-transition story, and honestly a way to check my own read while the tape was shaking.