Memory stocks are sliding, markets are moody, and investors are hunting for the next bright spot. Join us as we break down the day’s market moves, sector rotation, nuclear power plays, biotech buzz, and why chasing a hot stock can backfire.
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0:05 - Market Mood and Global Conditions
3:22 - Memory Stocks and Storage Competition
5:15 - Nuclear Power and Electricity Demand
7:12 - Investor Flows and Jusung Engineering
10:11 - Power Stocks and Cosmetics Reports
14:32 - TLB, Substrates, and Trading Strategy
17:20 - Position Management and Sector Rotation
20:59 - Market Open, Biotech, and Closing View
