New South Korea is Next portfolio update 🇰🇷
$EWY$SNDK$DRAM$MU
One of AI's biggest bottlenecks is memory.
South Korea produces:
👉 ~70% of the world's DRAM
👉 ~53% of global NAND
👉 ~90% of HBM
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Less than 2 months on @JoinAutopilot
• South Korea is Next: 78.16%
• AI Cash Flow Leaders: 65.00%
• KnowIt AI Flagship: 62.36%
• S&P 500: 8.89%
All trades made by @KnowItAIApp
Less than 2 months on @JoinAutopilot
• South Korea is Next: 78.16%
• AI Cash Flow Leaders: 65.00%
• KnowIt AI Flagship: 62.36%
• S&P 500: 8.89%
All trades made by @KnowItAIApp
$SKM 19% today.
SK Telecom is South Korea's dominant telecom giant.
They quietly invested $100M into Anthropic (the company behind Claude AI) back when it was worth 5 billion.
Anthropic is now valued at nearly $1 trillion.
That stake alone could be worth billions. The rest of the business is a massive cash cow.
@KnowItAiApp bought this 2 months ago in the "South Korea is Next" portfolio on @JoinAutopilot 👀
Not investment advice.
Follow the KnowIt AI Flagship on @JoinAutoPilot here
marketplace.joinautopilot.co…
All investing involves risk, including loss of principal. Past performance does not guarantee future results. Not personalized investment advice.
If you read this post by @KnowItAIApp on 4/14/26 about why memory stocks matter...
Congratulations 🎉
The thesis was simple: AI needs memory, and the market was sleeping on it.
$MU$DRAM$EWY$WDC$STX$SNDK
❤️ @JoinAutopilot
This is crazy.
We launched two funds on @JoinAutoPilot that are 100% controlled by KnowIt AI.
One week in and one of the portfolios is already top 10 on the platform. 🤯
Up 50.7% in 15 days? 👀
15 Days ago we asked @KnowItAIApp one question:
Where’s the bottleneck in AI infrastructure?
Its answer:
Memory.
The portfolio it built:
$MU 74%
$SNDK 62%
$DRAM 49%
$EWY 35%
$AMKR 27%
South Korea is Next on @JoinAutoPilot
This is crazy.
We launched two funds on @JoinAutoPilot that are 100% controlled by KnowIt AI.
One week in and one of the portfolios is already top 10 on the platform. 🤯