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📌 Inquiries for Shin Ki-soo Investment Club and Academy: 02-2128-3355 📌 Go to Shin Ki-soo Investment Club: https://www.etomato.com/club2/main.as... ============================= ▶ Tomato TV Morning Show: Every Monday~Friday 6:50~8:00 ▶ Tomato TV: tomatostocktong.com ▶ Morning Insight Host: Yoo Chang-ho Guest: Shin Ki-soo (Tomato Investment Club) ============================ 1. Trump Considers Large-Scale Attack on Iran… Oil Prices Surge, Interest Rates Soar 2. U.S. Congress Concerns Over Regulatory Loopholes for AI Semiconductors Targeting China 3. Server DRAM Spot Price Surges 146% from Fixed Price... AI Demand Surpasses HBM ▶ Issue ① Trump: "Ready to Attack... Israel Could Join Immediately" Houthis Attack Two Saudi Oil Tankers... Trump: "Iran Is to Blame" Brent Crude Surpasses $100... U.S. 10-Year Treasury Yield at 4.7% U.S. Initial Jobless Claims at 187,000... Lowest in 57 Years U.S. Stock Market Falls... Memory Semiconductor Closes Higher Response Strategy: Increased Sensitivity to Oil and Inflation Ahead of FOMC If Ground Forces Are Not Deployed, Stock Market Downside Expected to Be Supported by Strong Semiconductor Sentiment Need to Verify Big Tech Earnings and Investment Guidance ▶ Issue ② Senator Warren Points Out Vulnerabilities in High-Performance Semiconductor Leakage to China via Overseas Foundries Suspicions Raised Regarding Nvidia "Blackwell" and "H200" Inflow into China White House Launches Investigation into Allegations of Kimi K3 Using Blackwell U.S. AI Industry Opposes "Blank Regulation of China's Open Source AI" Response Strategy: Prolonged U.S.-China AI Hegemony Competition Expansion of AI Investment… Expectations for Extended Semiconductor Cycle ▶ Issue ③ AI Demand Spreads Beyond HBM to DRAM Impact of Sovereign's Increased Investment in AI and Data Centers BofA Forecasts 7x Growth in HBM Market by 2030 Memory Expansion Drives Demand for Semiconductor Equipment Response Strategy: Expecting Rise in Spot Prices and Fixed Prices Memory Shortage Forecast to Extend Beyond 2028 Shortage Possible to Be Prolonged if Data Center Investment Expands Earnings Season, Semiconductors Top Priority =============================================== 💡 A Stock Market Where Making Profits Is Difficult! Want to Achieve Gaining Returns? 📌1. After Joining the YouTube Membership / @tomatotv_official 📌2. Register for Jjeomsang https://jjeomsang.com Proceed with steps 1 and 2 in order to receive special information on achieving Jjeomsang returns, along with gifts! =============================================== 📌Mon-Fri 8:30 PM, the money-making quiz show 'Jeongsang Tong Pod'! (ง •̀ω•́)ง ✧ Win and get a prize! Gain economic knowledge through quizzes! Jeongsang Tong Pod to become rich! Jeongsang Tong is giving away up to 1 million won every day! Download the Jeongsang Tong app! How to participate ▶▶▶ https://pod.jjeomsang.com/app