Samsung posted record earnings but its shares fell hard, dragging Korea's semiconductor-heavy market into an 8% circuit-breaker crash on July 7 ("삼전 역대급 실적에도 급락"). US chips (AMD, Lam, Applied Materials) rallied sharply Monday, so sympathy profit-taking is likely; even with SpaceX's one-time Nasdaq-100 inclusion buying, the global semi risk-off should pressure QQQ lower into July 8.