Buzzberg Cup Live

Can I Buy Samsung Electronics and SK Hynix Now? The Key is Big Tech | Jung Woo-chang, Yeo Do-eun, Heo Jae-mu [Morning N Investment]

Watch on YouTube ↗  |  July 07, 2026 at 02:14  |  54:07  |  3PRO TV (삼프로TV)
Speakers
Jung Woo-chang — Director

Summary

Jung Woo-chang, a director, discusses whether to buy Samsung Electronics and SK Hynix now. He argues both are easy buys with strong earnings and that big tech AI capex will not be cut, acting as a catalyst. He prefers Samsung over SK Hynix currently and strongly warns against leveraged ETFs. He also recommends diversifying into US big tech for the AI monetization phase.

  • Jung Woo-chang believes Samsung and SK Hynix are easy investments due to robust earnings, low valuation, and high earnings visibility.
  • He expects big tech AI capex to continue, supported by cloud revenue growth and $2+ trillion backlog, removing a key market worry.
  • Samsung Electronics is currently more attractive than SK Hynix due to greater undervaluation vs. earnings and DRAM market share gains.
  • He advises against leveraged ETFs on semiconductor stocks because of decay and danger of permanent loss.
  • US big tech (Google, Microsoft, Amazon) will outperform Korean stocks long-term as AI shifts to monetization, with cash flows improving by 2028.
  • The upcoming big tech earnings season will be a positive catalyst for semiconductor stocks if capex guidance is maintained.
  • The high semiconductor weighting in the Korean market is justified by their outsized earnings contribution, which will rise further next year.
  • Investors should accumulate semiconductor stocks gradually with cash rather than panic-sell other beaten-down sectors and switch.
Ideas
Jung Woo-chang Director 1:56
Samsung, SK Hynix easy buys on strong earnings
Big tech companies (hyperscalers) are not going to cut AI capex; their cloud revenue growth and massive backlog of orders with ~40% operating margins give them confidence in future returns. Their upcoming earnings will confirm continued capex, which will remove market fears and act as a catalyst for semiconductor stocks to rise.
000660.KS HIGH
Jung Woo-chang Director 1:56
Samsung, SK Hynix easy buys on strong earnings
At current prices, Samsung Electronics is more attractive than SK Hynix. Samsung's earnings are over 30% higher, yet its market cap premium is only ~20%. Samsung also gained DRAM market share (34 to 38% in Q1) while SK Hynix's share advantage narrowed. For retail investors, Samsung's lower absolute stock price makes dollar-cost averaging easier and avoids the temptation to use risky leveraged products.
005930.KS HIGH
Jung Woo-chang Director 6:22
Avoid leveraged ETFs on semiconductor stocks
Leveraged ETFs (2x, 3x) on Samsung Electronics and SK Hynix are extremely dangerous due to decay and path-dependent losses, especially in volatile markets. Even if the underlying stock recovers, leveraged products may not. Investors should avoid these and instead buy the underlying shares with available cash or even borrow money at low interest rather than using leveraged vehicles.
Samsung Electronics Leveraged ETF SK hynix Leveraged ETF HIGH
Jung Woo-chang Director 12:29
US big tech outperforms on AI monetization
US big tech companies (hyperscalers) will ultimately outperform Korean stocks as AI moves from infrastructure buildout to monetization. Their cloud businesses are already showing high growth and margins (Google cloud +63%, Microsoft +40%, Amazon 38% margin). By 2028, their free cash flow is expected to surge even while investing heavily, leading to a re-rating. Investors should allocate part of their portfolio to US big tech, especially Google, Microsoft, and Amazon.
GOOGL MSFT AMZN HIGH
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3PRO TV (삼프로TV) · Jul 07

This 3PRO TV (삼프로TV) video, published July 07, 2026, features Jung Woo-chang discussing 000660.KS, 005930.KS, Samsung Electronics Leveraged ETF, SK hynix Leveraged ETF, GOOGL, MSFT, AMZN. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jung Woo-chang  · Tickers: 000660.KS, 005930.KS, Samsung Electronics Leveraged ETF, SK hynix Leveraged ETF, GOOGL, MSFT, AMZN