Back-to-back circuit breakers — foreigners dumped the whole board

Kospi caved 7.56%, Kosdaq 7.17%, and for the first time ever we tripped circuit breakers two days running. Foreigners alone unloaded over 4.5 trillion won of Kospi names, hammering chips and AI stocks, while worry over big tech's AI spending ahead of earnings had Wall Street on edge. Materials and staples were about the only names holding up, and with nothing in my book today, I just watched from the sidelines.