황소부대

황소부대

June 14, 2026

Samsung Electro-Mechanics looks like supply and demand pressure comes before materials! Well, it's not like I'm interested, but it definitely looks that way!

Samsung Electro-Mechanics' AI substrate and MLCC stories are definitely good!! But Friday's flow was really too rough. Since it went up high during the day and then pushed back to the low 1.7M range, it seems like quite a bit of short-term selling pressure remains. Well, it's not like I'm specifically waiting for a rebound, but seeing it stabilize with lower volume comes first!

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