AI Stocks Slide as Brokerages and KOLs Intensify Dip-Buying Bets

Leading AI equities decline sharply while major brokerages and prominent investors actively accumulate positions, citing technical corrections and undervaluation relative to historical benchmarks.

Woofun AI reports that AI stocks continue their downward trajectory, with SK Hynix among those experiencing sharp declines, prompting domestic and foreign brokerages alongside key opinion leaders to aggressively buy the dip. Oriental Harbor Chairman But Bin stated on Snowball, "When there is a big drop, you must dare to buy! Just used up all the remaining ammo," while renowned investor Duan Yongping disclosed SpaceX put transactions interpreted as typical "potential delivery" operations.

Morgan Stanley, JPMorgan, Citigroup, and Nomura unanimously characterize the Korean market correction as technical rather than fundamental, asserting that leverage liquidation is nearing its end and the KOSPI index remains bullish. Crypto analyst Tom Lee echoed this sentiment, describing the pullback in SK Hynix and Samsung as forced deleveraging that shakes out weak hands, labeling these dips as "buying opportunities." In the U.S., analysts note the Mag7 valuation is at a decade-low relative to the S&P, recommending purchases in Nvidia, Microsoft, Meta, Alphabet, Broadcom, and Amazon.