CORNYVERSE

South Korea's benchmark stock index, the KOSPI, has just made history.  For the first time ever, it has broken through the 3,400-point mark, signaling a new chapter for the Korean market.  This historic rally is capturing the attention of investors worldwide, who are now asking what's driving this surge and whether it can last.    Key Takeaways Record-Breaking Rally: The KOSPI surpassed 3,400 for the first time, marking its fourth consecutive day of all-time highs, largely driven by strong buying from foreign investors. Semiconductor-Led Surge: A boom in demand for AI chips has propelled semiconductor giants like Samsung Electronics and SK Hynix, which have been the primary engine of the index's growth. Policy-Driven Optimism: Investor sentiment has been boosted by the government's "Corporate Value-up Program" and expectations of more shareholder-friendly tax policies. What to Watch: The future direction of the U.S. Federal Reserve's interest...

Palantir: Why It’s Called the “OS for the AI Era” Palantir is not just another data-analytics vendor. Born from national-security needs, it now powers AI-driven automation across government and the private sector. Below we break down why many investors call Palantir the “operating system” for the AI age—through four lenses. 🎯 Key Takeaways ✅ Born from post-9/11 needs to unify fragmented data ✅ An execution-ready AI platform bridging government and enterprise (Gotham · Foundry · AIP) ✅ Strong growth and profitability—but valuation remains a debate 🔥 Market Buzz Backed early by In-Q-Tel (the CIA’s venture arm), Palantir expanded across the U.S. Department of Defense and agencies like the FBI. This origin story gives it a rare “security + AI” positioning that continues to attract investor attention. 🏗️ Business Model Palan...