Micron’s big earnings, Samsung and SK Hynix’s valuation gap, rising Treasury yields, AI, solar and nuclear stocks—today’s market chat covers it all, with plenty of chart-watching and head-scratching along the way. Tune in for the latest takes and trading talk!
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0:08 - Micron's Rally and Korean Chip Valuations
4:25 - U.S. Inflation, Growth, and Treasury Yields
9:19 - Semiconductor Trading and Samsung's HBM Outlook
12:33 - Dot-Com Bubble Lessons and Interest Rates
15:40 - Investor Flows and Energy-Linked Stock Picks
18:25 - SFA Semiconductor Coverage and Valuation
20:12 - Market Returns and OCI's Solar Outlook
23:21 - Foreign Selling, Nuclear Stocks, and Hyundai Mobis
