[별주부전] 체슬리 주말 라이브 [26/05/09]

Смотреть на YouTube ↗ | 09 мая 2026, 10:27 | 2:19:58 | Chesley Investment Advisory (체슬리투자자문)

Спикеры

Park Se-ik — Генеральный директор, бывший главный стратег

Jo Bujang — Гость

Shin Bujang — Гость

Elli — AI Expert

Thailand — Guest

This episode of Byeoljubujeon covers US and Korean market reviews, top weekly stocks with CANSLIM analysis, a deep dive into the AI infrastructure cycle across history, and personal retirement portfolio strategies. Key themes include semiconductor dominance, optical communication as the next AI bottleneck, and tactical short-term trades in Samsung Electronics. - US market recap: indices rose led by tech, with semiconductors and AI infrastructure stocks surging. - Korean market rallied on semiconductor strength, with Samsung Electronics and SK Hynix driving gains. - CANSLIM scores were presented for five US top stocks; Micron scored highest at 82. - AI infrastructure cycle lecture compared 19th century railroads, 2000s internet, and current AI buildup. - Park Se-ik predicted Google will become the largest market cap due to data advantage. - Shin Bujang shared his retirement portfolio with 45% semiconductor weight yielding 71% YTD. - Elli identified optical communication (Corning, Lumentum, etc.) as the next AI infrastructure bottleneck. - Park Se-ik advocated buying Samsung Electronics for a short-term rally into May 20.

Идеи

Jo Bujang Гость 40:23

Micron high CANSLIM score 82.

Micron has an exceptionally high CANSLIM score (82 out of 100), driven by strong quarterly earnings growth and a favorable industry position in AI memory. The score indicates the stock is fundamentally strong and worth investing in.

Park Se-ik Генеральный директор, бывший главный стратег 46:57

Corning early AI optical infra play.

After compute (GPUs) and memory (HBM), optical communication is the next bottleneck in AI data centers. Companies providing fiber optics (Corning), optical transceivers (Lumentum, Coherent), and photonic chips (Marvell, Broadcom) will benefit as demand for high-bandwidth interconnects surges.

Park Se-ik Генеральный директор, бывший главный стратег 96:14

Google to become largest market cap.

Google will become the largest market capitalization company because it holds the most data, which is critical for AI model training and inference. The AI infrastructure cycle will eventually benefit data-rich platforms, and Google is best positioned to monetize that data at scale.

Shin Bujang Гость 107:29

Overweight Korean semis for alpha.

Overweighting Korean semiconductors (via ETFs like TIGER Semiconductor Top10 and KODEX A Semiconductor) is essential to outperform the KOSPI. His personal retirement portfolio with 45% semiconductor exposure has delivered 71% returns this year, proving the strategy works.

Elli AI Expert 121:44

Optical communication next AI bottleneck.

Park Se-ik Генеральный директор, бывший главный стратег 138:31

Samsung Electronics up to May 20.

Samsung Electronics will rally sharply into May 20 due to an event-driven strategy and strong momentum. Many investors have not yet bought in, creating a squeeze potential that could push the stock higher.