One Line from Jensen Huang, Kospi Up 3.89% — I Picked Up 207940 Today

Kospi jumped 3.89% today, and that's not a move I can shrug off. Jensen Huang dropped one line about "the AGI era arriving," and Samsung Electronics and SK Hynix both went up in flames right along with it — institutions rode that heat and swept up 1.6694 trillion won worth, while foreign investors chipped in another 479.6 billion, together hauling the index higher. Kosdaq only managed 1.00%, but even there foreigners and institutions were both net buyers pushing in the same direction. KDI's line about the economy "improving on the back of AI investment" felt like it gave this rally a story to hang on, and that warmth spread into energy and clean energy names, while cybersecurity2 and copper/mineral stocks got left out in the cold as money drained away. Still, the Bank of Korea's warning that "heavily leveraged households are vulnerable to rising rates" reads like a reminder that today's friendly rate-and-credit backdrop won't last forever, so I enjoyed the blaze without fully relaxing into it. With the overall market feeling calm and conditions holding up decently, today's surge reads less like one-day noise and more like an extension of the trend — so I added 207940 to my paper portfolio today.