A recent post on Blind, an anonymous online community used by office workers, captured the mood among retail investors. “Investing is so simple. This month, I should sell all my semiconductor stocks and just buy defense and oil shares,” one user wrote. The writer claimed to have generated stronger-than-expected gains after shifting into defense contractors and refiners in the wake of the joint U.S.-Israeli strikes on Iran on Saturday. Similar comments followed, with some predicting that defense stocks would further surge amid geopolitical tensions sparked by U.S. President Donald Trump’s actions. In contrast, investors exposed to large-cap chipmakers expressed regret as share prices plunged. “As soon as I bought SK hynix, war broke out,” one user wrote. With the confrontation between Washington and Tehran unsettling Korea’s equity market, sector performance has diverged sharply, producing starkly different outcomes for individual investors. Data from the Korea Exchange showed that the KOSPI ended Tuesday at 5,791.91, down 452.22 points, or 7.24 percent, from the previous tradin