BlockBeats News, June 29th. Today, the South Korean stock market opened low and moved higher throughout the day. Samsung and SK Hynix's massive investment plans received support from the South Korean government towards the end of the day, allowing their stock prices to rebound. Renowned analyst degentrading (@degentradingLSD) stated that this event signifies the early stage of global AI competition. "Countries are now viewing this as a battle for survival. In the near future, South Korean small-cap stocks are worth looking forward to. For small-scale investors, these may be one of the best opportunities."

Looking ahead to the U.S. stock market, degentrading believes around $165 billion worth of stocks will be sold off by the end of this month due to large institutional quarterly rebalancing demands. However, the market outlook after entering July remains promising. On the other hand, super-scale cloud companies will not quickly halt capital expenditures, even if their stock prices take a hit, as they see the dawn of positive returns on investment.

degentrading mentioned that the current focus is on two key themes: Computing (neos) and Memory Pooling. While memory will continue to be robust, the easy gains and valuation gaps have already been covered.

「In terms of computing, NBIS stands out as a front runner. SHAZ (SharonAI Holdings Inc.) is an interesting emerging player, with Situational Awareness or still accumulating their shares. In the memory pooling space, stocks include ALAB, CRDO, PENG, MRVL.」

BlockBeats Note: Memory Pooling is a significant trend in AI computing power infrastructure, referring to the decoupling of memory resources from individual CPUs/GPUs, consolidating them into a shared memory pool for dynamic on-demand access and allocation by multiple computing nodes.