Korea (EWY) on The Desk

2 Tuesday Target write-ups on Korea (EWY), newest first. Closed trades show their result.

• 
  Korea (EWY): The Toll Booth After the Bypass Opens

  14 July 2026 · Tuesday Target 29/52

  Korea (EWY) as a toll collector losing traffic to the SK Hynix bypass, and why post-flush option premium looks rich to my models.

  What came of it: The Trade Alert on EWY closed on 31 July 2026, after 21 days, at +15% on the capital at risk.
• 
  Korea (EWY): The Scarcity Treadmill Needs a New Part

  2 June 2026 · Tuesday Target 23/52

  Why the AI rally is a hunt for manufactured scarcity, and how a double calendar on EWY's memory-driven parabola handles a month crammed with catalysts.

  What came of it: The Trade Alert on EWY closed on 6 July 2026, after 21 days, at +27% on the capital at risk.