degentrading: $165 billions worth of US stocks are expected to be sold; optimistic about computing and memory pooling

Analyst degentrading stated that the South Korean government supports the investment plans of Samsung and SK hynix, driving a rebound in the South Korean stock market. In the US stock market, major institutional quarter-end portfolio adjustments will result in $165 billion worth of stock being sold. degentrading is optimistic about stocks related to computing and memory pooling concepts, with NBIS as the leader in the computing sector, SHAZ as an emerging player, and memory pooling-related stocks including ALAB, CRDO, PENG, and MRVL.