NVIDIA’s GTC, SK Hynix earnings, Micron’s pricing moves, and the semiconductor stocks to watch—this conversation covers the big questions shaping the market, including why 2028 could surprise investors. Tune in for a lively look at AI, optics, and chip equipment trends.
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0:00 - Market Outlook and Semiconductor Discussion
0:24 - NVIDIA GTC and AI Infrastructure
3:29 - CEO Communication and Public Presence
4:26 - SK Hynix Earnings and Shareholder Returns
8:44 - Solidigm IPO and Listing Concerns
10:45 - Micron Pricing and Semiconductor Supply Risks
15:34 - Investment Opportunities in Semiconductor Suppliers
