Why did Samsung’s huge earnings fail to lift its stock—and could the semiconductor equipment rally have more room to run? Geun-Chang No unpacks Fed signals, Samsung vs. SK Hynix, HBM, AI-driven chip demand, and the global equipment giants powering the next wave. Plus, don’t miss the “Mom or Dad?” debate.
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0:05 - Fed Policy and Oil Price Risks
2:07 - OpenAI Revenue Accounting
3:12 - Earnings Calendar and AI Spending
4:59 - Samsung Earnings and Business Outlook
12:30 - Samsung Valuation and Shareholder Returns
14:32 - Samsung, Hynix, and the Memory Market
18:32 - Micron Labor and TSMC Revenue
20:37 - Semiconductor Equipment and China
