Flying solo on Friday, Kim Dong-yeop breaks down the market’s big moves and what could be next. From AI chips, HBM and optical tech to rockets and quantum computing, get the key trends—plus a reality check on oil and interest rates.
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0:07 - Market Opening and Samsung Buybacks
3:35 - AI Strength Meets Macro Risks
7:55 - Today's Leading Sectors and Stocks
10:32 - Next Week's Market Outlook
16:27 - October Catalysts and Earnings Season
18:42 - HBM, Substrates, and Optical Communications
22:19 - Aerospace and Quantum Opportunities
24:36 - Stock Picks and Closing Strategy
