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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... ============================================ ■ Masters' Review (Mon-Fri, 17:00-17:30) ■ Host: Kim Eun-byeol ■ Guest: Shin Ki-soo (Tomato Investment Club) ============================================ □ Today's Market Commentary High Expectations for US-Iran Negotiation Settlement □ Today's Strong Points: Semiconductors · Physical AI Strong 1. Semiconductor *Both Semiconductor Top Two and Materials/Components Sectors Show Strength* *Potential for Samsung Electronics Foundry to Win Google’s TPU Order Highlighted* *Goldman Sachs: "Market Underestimates Scale of AI Investment"* *Nomura Securities: "Semiconductor Supercycle Just Beginning"* *→ "Memory Demand to Increase 10,000–20,000 Times Over 5 Years"* *Semiconductors Will Remain Leading Stocks Until the End of the Market* *Strong Market 2. Physical AI* *Automotive and Robotics Sectors Show Strength* *Anxiety Over Interest Rate Hike Easing... Momentum Continues* *Earnings Season Begins in Earnings; Potentially Unfavorable Start in Mid-July* □ Today's Market Neutral Points X □ Today's Market Weakness Points: Pharmaceuticals & Biotech *Leftover in Tech-Centric Rebound... Impact of Fading Conference Momentum* *Tech Export Stocks Like Hanmi Pharmaceutical and Oscotec Ignoring Momentum* *Sector Rotation Rebound Expected When Market Rebounds in Earnings* □ The Master's Way Out Let's Focus on Semiconductors and Large-Cap Stocks! Interests: Shorts / Robotics / Entertainment / Power Equipment / Reconstruction =============================================== 💡 A difficult stock market to profit from! Want to achieve a "Jeomsang" (limit-up) return? 📌1. After signing up for a YouTube membership / @tomatotv_official 📌2. Register as a Jeomsang member https://jjeomsang.com Proceed with steps 1 and 2 in order to receive special information on how to achieve a Jeomsang return, along with gifts! ============================================== 📌Mon-Fri 8:30 PM, the money-making quiz show 'Stock Tongpot'! (ง •̀ω•́)ง ✧ Win and get a prize! Gain economic knowledge with quizzes! The Securities Pod to become rich! Securities Pod is giving away up to 1 million won every day! Download the Securities Pod app! How to participate ▶▶▶ https://pod.jjeomsang.com/app