Strength in South Korean stocks and memory chipmakers to continue, says David Riedel

Analyst David Riedel (Riedel Research Group) stays bullish on South Korean memory chipmakers, calling them “the holders of the keys” to sustaining AI-driven growth. He also highlights South Korean high-voltage equipment manufacturers as his highest-conviction trade, implying continued demand tailwinds from AI infrastructure buildout. Overall, the piece is a positive sector/positioning signal rather than a data-driven earnings update.