Markets bounced, but is the worst really over for Samsung Electronics and SK Hynix? We unpack AI demand, CoreWeave’s cash crunch, memory-stock fears, and why battery shares are suddenly getting attention. Get the key scenarios behind the rebound—and what Big Tech’s next earnings could mean.
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0:05 - Market Rebound and Resilient AI Demand
3:13 - Why Memory Stocks Lag in AI
4:06 - Memory Valuations and Downside Risks
8:30 - Investors Rotate Toward Battery Stocks
11:09 - What Could Restore Confidence in Memory Stocks
15:19 - AI Rotation and Hyperscaler Earnings
17:40 - What Current Stock Prices Imply
