The Real Winners of Korea’s AI Stock Crash | AB Explained

The Messenger
The Messenger
1 Video View·Sep 9, 2026

South Korea’s stock market recently became the world’s best-performing major market during the AI boom, only to crash nearly 40% from its June peak. Much of the global coverage has blamed the crash on Korea’s millions of retail investors who “gambled” with risky leveraged investing. But did they really drive the bubble and the subsequent crash in the first place? ASIAN BOSS goes beyond the headlines to trace the actual flow of money, and what we found about the sequence of events was surprising to say the least. What were the bigger forces behind the crash that so many Western media outlets and content creators are now presenting as a preview of what could happen if the US AI bubble pops? Watch the full video to find out!



00:00 - Intro
06:29 - Chapter 1: The Korea Discount
20:26 - Chapter 2: The Great Repricing
36:53 - Chapter 3: The Second Handoff

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