To The Moon

South Korean markets faced a brutal reality check today. Massive volatility swept the board as geopolitical fears clashed with tech sector profit-taking, forcing exchanges to pull the plug. 1. The Market Wipeout📉 After an initial 8% dive, the exchange triggered market-wide circuit breakers. Trading was forcefully halted for 20 minutes to calm the panic. $KBW Regional Banking Index(KRX)$ : Plunged over 12% intraday. As of 9:38 AM local time, it fell 5.28% (-306.09 points) to 5485.82. KOSDAQ (KQ11): The "Korean Nasdaq" also snapped. It dropped 5.23% (-59.45 points) to 1078.25. 2. the Heavyweight Sell-off 📉⚠️ The selloff was heavily concentrated in three major heavyweights: $Samsung Electronics Co., Ltd.(SSNLF)$

I initiated my position in Prudential plc (PRU) at 97.55 based on a combination of technical analysis and dividend fundamentals. This was not an emotional entry. It was a calculated decision supported by price structure, risk-reward positioning, and consistent income generation. At around this level, PRU presents an interesting blend of value, income, and potential recovery upside. Technical Analysis: Buying Near Support, Not at Euphoria From the daily chart, PRU has retraced significantly from its recent high near 119.76. That peak marked the exhaustion phase of the prior upward wave. After that, price rolled over in a structured correction, forming lower highs and lower lows. However, around the 96 to 100 region, we see something important. This zone has previously acted as support. Pric

Source: DBS Chief Investment Office, Market Pulse Publication Date: 2 March 2026 This article is based on and adapted from the original report. Hi, Tigers~👋 How’s everyone navigating this week’s volatility? Have you managed to capture any excess returns during the swings — or has risk control been the bigger win? Over the past week, the pricing logic of global risk assets has shifted noticeably. The sudden escalation of U.S.–Iran tensions, the risk of an oil supply shock, a potential rebound in inflation expectations, and growing divergence within the AI theme have converged at once. With multiple variables interacting simultaneously, markets are entering a phase characterized less by clear direction and more by rising volatility. So today, let’s break this down together. In this edition,

The End of Cloud Globalization: Compute Becomes Strategic TerritoryIn Q1 2026, the world formally entered the era of Compute Mercantilism.Cloud computing was built on two assumptions:Cross-border data would remain frictionless.Core compute supply would remain politically neutral.Both assumptions have collapsed.Over the past two years, governments have internalized three hard truths:Data can be subject to extraterritorial regulation.GPUs can be restricted overnight.Cloud services can be cut off with a policy switch.The result is not market adjustment. It is state intervention.Compute is no longer an IT resource. It has been absorbed into national security doctrine.Sovereign AI clouds are becoming standard architecture:Mandatory data residencyPhysically isolated GPU clustersDomestic operatio