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SEMICONDUCTOR CLOSE AUDIT · 2026-08-05

Semiconductor signals are split. Verify each stock separately.

0 of 2 stocks lead their benchmark over 20 days; 1 show foreign buying. The verdict stays conditional until flow and price agree in the same name.

ConvictionLimitedSources34Failed layers0Replay저장된 동일 입력으로 분석을 다시 실행해 같은 판단이 나오는지 확인하는 재현성 검사입니다.match
SUPPORT

What the engine measured

SK Hynix20-day relative strength is -10.4pp; the latest measured foreign flow is selling or unavailable.

4 linked sources

Samsung Electronics20-day relative strength is -3.1pp; the latest measured foreign flow is buying.

6 linked sources

COUNTER

What challenged the verdict

SK Hynix's 4.82x forward P/E depends on forecast earnings and cannot confirm undervaluation by itself.

1 linked sources

Samsung Electronics's 5.13x forward P/E depends on forecast earnings and cannot confirm undervaluation by itself.

1 linked sources

INVALIDATION

When this verdict changesAn observable condition that retires the current thesis when it occurs.

01

SK Hynix

Update the verdict if foreign flow and 20-day relative strength move together against the current SK Hynix assessment.

02

Samsung Electronics

Update the verdict if foreign flow and 20-day relative strength move together against the current Samsung Electronics assessment.

POLICY RED TEAM

Audit method

POLICY

Does upside probability multiplied by payoff still exceed the downside after the move is priced in?

POLICY

What observable trigger would prove this verdict wrong? Without one, it is a story, not a testable claim.

POLICY

Is this probability measured and calibrated, or is it a narrative estimate that requires smaller sizing?

MARKET WHY

A permanent record of what the AI knew, challenged, and promised to score.