Woofun AI reports that South Korean equities recovered after government backing for Samsung and SK Hynix investments, with analysts highlighting early-stage global AI competition. Approximately $165 billion in US stocks are slated for sale due to institutional quarter-end rebalancing, though July outlooks remain positive as cloud giants maintain capital expenditures. Key focus areas include NBIS leadership and memory pooling stocks such as SHAZ, ALAB, CRDO, PENG, and MRVL, driven by the trend of decoupling memory resources for dynamic allocation.