Goldman Sachs sees nearly 80% upside for Kospi at 12,000 target on AI memory boom
Polymarket · x · 2026-09-07
Goldman Sachs maintains its 12,000 target for South Korea's Kospi index, arguing AI memory demand leaves nearly 80% upside for Korean stocks as the AI compute boom spills over into the memory market.
More from Venture
- Anthropic S-1: training infra edge cut per-task cost 40% and doubled revenue growth — BenBajarin · 2026-10-26
- Anti-AI content is algorithm gold and very profitable, quips commentator — annetgriffin · 2026-10-26
- SaaS hype is gone: the shift to AI-native services that sell outputs, not software — mitchdeg · 2026-10-26
- Anthropic S-1 takeaway: it's good to be a hyperscaler — matt_slotnick · 2026-10-26
- SpaceX S-1 cites $28.5T TAM; Anthropic points to $40T cognitive-labor market — annbordetsky · 2026-10-26
- Anthropic S-1 reveals how AWS, Google and Microsoft cloud deals drive Claude enterprise adoption — BenBajarin · 2026-10-26