AI Doesn't Stop: AI Stocks Rose Even Amid Rate Hikes; The Next Leading Sector After Semiconductors Is Here | CEO Lee Ju-yeon

AI Doesn't Stop… AI Stocks Rose Even Amid Rate Hikes / The Next Leading Sector After Semiconductors Is 'Here' | CEO Lee Ju-yeon

Watch on YouTube ↗ | September 17, 2026 at 01:49 | 25:36 | 815 Money Talk (815머니톡)

Speakers

Lee Ju-hyeon — Director, Xangle

Summary

Lee Ju-yeon, CEO of M Investment, reviewed the post-FOMC market and highlighted that the Fed signaled one more hike this year, a hold next year, and cuts thereafter. He said AI-related technology, optical communication, and power infrastructure stocks remain resilient, with power grid bottlenecks and the new AI energy alliance extending the energy cycle. He also discussed SpaceX value-chain momentum and Korean semiconductor back-end beneficiaries from Samsung's DDR5 outsourcing and Apple's AI server memory demand.

FOMC delivered a 25bp hike; the dot plot implies one more hike this year and no cuts next year.
Tech and semiconductor shares were relatively strong despite higher rates; AI speed-moderation fears eased.
Optical communication stocks surged on AI momentum; Korean optical names may lead early but face rotation risk.
Power infrastructure is a key AI bottleneck; long-term contracts and the AI Energy Management Alliance support the energy cycle.
SpaceX is testing resistance ahead of Starship events; Korean value-chain names are being watched.
Oil fell on Saudi pipeline restoration and Iran talks; lower oil could calm inflation and rates.
Samsung's DDR5 outsourcing and HBM focus benefit Korean OSAT/back-end names.
Apple's enterprise AI server development could add long-term memory demand for Samsung and SK hynix.

Ideas

Lee Ju-hyeon Director, Xangle 3:18

AI server momentum remains alive

The AI speed-moderation theory was overdone and concerns have eased, keeping technology and AI server-related shares relatively strong. Nvidia, Dell Technologies, and Super Micro Computer were among the AI server names that held up well despite the Fed's hawkish tone.

Lee Ju-hyeon Director, Xangle 4:08

AI momentum lifts optical communication names

Optical communication is emerging as a key AI beneficiary as AI momentum remains alive and rebuttals to AI speed-moderation concerns drive the theme. U.S. optical names such as Lumentum, Credo, and Coherent rose 7-10%, and Korean optical communication stocks hit limit-up; Korean optical names may lead early in the session, though rotation risk could cap gains.

Lee Ju-hyeon Director, Xangle 5:15

AI power bottleneck extends energy cycle

AI data centers are making power infrastructure the largest bottleneck, and the new AI Energy Management Alliance aims to secure about 100GW of spare U.S. grid capacity by having data centers manage power usage. Long-term supply contracts are becoming common in power infrastructure, extending the energy cycle; power equipment, cable, and fuel-cell names should benefit.

Lee Ju-hyeon Director, Xangle 5:51

Generac wins Amazon data-center power contract

Generac signed a long-term contract to supply backup power generators for Amazon data centers, a concrete validation of the power infrastructure shortage. The stock surged more than 35% after hours, showing how strongly the market is rewarding AI power-supply contracts.

Lee Ju-hyeon Director, Xangle 7:51

Transformer makers benefit from grid bottleneck

Transformer and power distribution equipment demand is being driven by power grid bottlenecks and long-term supply contracts, similar to U.S. peers. Korean transformer makers such as Hyosung Heavy Industries, HD Hyundai Electric, and LS Electric should benefit as the power infrastructure cycle extends.

Lee Ju-hyeon Director, Xangle 8:21

Nuclear pullback is a buying opportunity

Nuclear-related stocks pulled back 1-2%, but that looks like a buying opportunity because electricity demand and the power bottleneck mean nuclear, renewables, oil, and traditional energy are all needed. Energy-related equities should broadly trend upward with higher lows.

Lee Ju-hyeon Director, Xangle 9:02

SpaceX breakout may lift Korean suppliers

SpaceX is repeatedly testing its post-IPO first-day high/resistance while making higher lows ahead of the next Starship flight and Starlink/Space Force catalysts. A breakout could lift Korean SpaceX value-chain names such as HVM and SeAH Steel Holdings, which are already rising from lows and waiting for momentum.

Lee Ju-hyeon Director, Xangle 15:55

Oil downside on supply, Iran talks

Oil fell more than 3% as Saudi Arabia aims to restore half of the east-west pipeline capacity within days and Iran-U.S. talks remain open. Lower oil is now the key to calming inflation and rate expectations, so further oil downside can be expected if geopolitical risk keeps easing.

Lee Ju-hyeon Director, Xangle 21:49

Samsung outsourcing benefits Korean OSATs

Samsung Electronics is outsourcing more DDR5 module production to OSAT partners to free limited back-end capacity for higher-margin HBM. Korean back-end and OSAT companies such as Hanmi Micron, Doosan Tesna, SFA Semicon, Nepes, Hanyang Digitech, and Nepes Ark are the most direct beneficiaries, and post-processing equipment names are also drawing attention.

Lee Ju-hyeon Director, Xangle 24:35

Apple server adds memory demand

Apple is developing an enterprise AI server based on its own ultra chip, which would add demand for server DRAM and HBM. This is positive for memory makers Samsung Electronics and SK hynix, though mass production is expected only after 2029 and there has been no immediate stock reaction.

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This 815 Money Talk (815머니톡) video, published September 17, 2026, features Lee Ju-hyeon discussing DELL, NVDA, SMCI, LITE, CRDO, Korean optical communication stocks, COHR, GEV, BE, 000500.KS, 062040.KS, 336260.KS, GNRC, 298040.KS, 267260.KS, 010120.KS, Korean nuclear power-related equities, 089230.KQ, 003030.KS, BNO, WTI, 131970.KQ, 067310.KQ, 036540.KQ, 033640.KQ, 078350.KQ, 330860.KQ, 005930.KS, 000660.KS. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ju-hyeon · Tickers: DELL, NVDA, SMCI, LITE, CRDO, Korean optical communication stocks, COHR, GEV, BE, 000500.KS, 062040.KS, 336260.KS, GNRC, 298040.KS, 267260.KS, 010120.KS, Korean nuclear power-related equities, 089230.KQ, 003030.KS, BNO, WTI, 131970.KQ, 067310.KQ, 036540.KQ, 033640.KQ, 078350.KQ, 330860.KQ, 005930.KS, 000660.KS