Samsung’s earnings are in, and the market has plenty to chew on: memory-chip mega-growth, AI and humanoids, rising yields, and a potentially bumpy trading day. Join the lively debate on what’s hype, what’s opportunity, and when to make a move.
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0:05 - Samsung Earnings and the Memory Growth Thesis
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8:54 - Micron Labor, Semiconductor Stocks, and Trading Flows
12:36 - Solidigm IPO and Stock-Based Compensation
13:36 - Analyst Views on Samsung E&A, LG, and Mobis
15:33 - Naver’s Missing Vision and Leadership
19:07 - KOSDAQ Weakness and Semiconductor Equipment Cycles
22:15 - Samsung’s Long-Term Outlook and Market Strategy
