The Nasdaq hits a record, but the market story is bigger than Big Tech. Join the lively breakdown of sector rotation, semiconductor and aerospace stocks, currency moves, and what investors are watching next. Plenty of market insights—and a few laughs along the way.
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0:05 - Market Indices, Yields, and Currency
3:41 - Memory Supply and Semiconductor Sector Rotation
5:30 - SpaceX, Aerospace, and Institutional Buying
7:54 - Jeju Semiconductor and Analyst Coverage
10:48 - HVM’s Aerospace and Gas Turbine Materials
12:55 - Kolmar Korea and Export-Oriented Consumer Stocks
17:14 - Market Outlook, Semiconductor Stocks, and Foreign Flows
23:09 - Aerospace, Semiconductor Equipment, and LG Electronics
