[May 26th AM Broadcast Full View] New York Stock Market Continues to Rise on Expectations of Hormuz Strait Opening... Dow Index Hits Another All-Time High

Watch on YouTube ↗  |  May 26, 2026 at 03:20  |  6:03:06  |  3PRO TV (삼프로TV)
Speakers
Son Jeong-woo — CEO
Kim Min-soo — CEO
Kim Jong-mun — Director
Lee Yoon-soo — CEO
Park Myung-seok — Curator
Park Byeong-chang — Director, MP Partners

Summary

The May 26 broadcast covers market optimism from US-Iran talks, a shift in AI hardware from GPU to CPU/substrate, and bullish calls on memory, Korean substrates, and gold/bitcoin. Multiple experts recommend rotating into CPU/server names and buying Korean memory on valuation. The macro panel argues that bond market fears are overdone and real rates will decline, supporting gold and crypto.

  • US-Iran negotiation progress sends oil lower and stock markets higher.
  • AI hardware leadership rotates from GPU to CPU, substrate, and CPO.
  • Son Jung-woo recommends Lumentum (LITE) and Korean substrate stocks.
  • Kim Min-soo advises reducing NVDA and adding AMD, Qualcomm, Dell, HP.
  • Kim Jong-moon pushes Samsung and SK Hynix as deeply undervalued, also likes NVDA below $200.
  • Lee Yoon-soo argues real rates will fall, boosting gold and bitcoin.
  • SpaceX IPO hype may lead to a sell-off in Korean space stocks.
Trade Ideas
Son Jeong-woo CEO 65:16
NVDA poised for breakout in H2 2025
NVDA's stock price will eventually break out to new highs once the market realizes that its data-center roadmap (Rubin, CPU rack, CPO) will drive strong revenue growth, and that NeoCloud demand will offset any slowdown in hyperscaler capex. The current price is merely a timing lag.
NVDA HIGH
Son Jeong-woo CEO 73:08
Lumentum benefits from NVDA CPO exclusivity
Lumentum is the most promising US company in the CPO space because NVDA has selected it as the exclusive CPO supplier, and Lumentum itself guided that its revenue will double in the next year. As NVDA's data-center architecture shifts to CPO from Rubin onwards, Lumentum's revenue growth will accelerate.
LITE HIGH
Son Jeong-woo CEO 75:40
Korean substrate stocks cycle longer than memory
Korean substrate stocks (Samsung Electro-Mechanics, LG Innotek, Simmtech, DaeDuck Electronics) will outperform memory cyclically because the substrate shortage is structural and the cycle is longer, driven by the need for larger and more complex packaging for AI CPUs and CPO.
Korean substrate stocks MED
Kim Min-soo CEO 229:06
Rotate from NVDA to CPU/server stocks
Investors should reduce NVDA weight and instead increase exposure to AMD, Qualcomm, Dell, and HP because the AI inference era places greater relative importance on CPUs and server OEMs. These companies will benefit more from the shift away from pure GPU dominance.
AMD QCOM DELL HPQ HIGH
Kim Jong-mun Director 249:40
Samsung/Hynix extremely cheap on earnings
Samsung Electronics and SK Hynix are deeply undervalued relative to their earnings power. On 2026 earnings estimates their P/E is around 3x, far cheaper than global peers like TSMC. The market is not pricing in the structural growth in memory demand from AI, and any pullback is a buying opportunity.
005930.KS 000660.KS HIGH
Kim Jong-mun Director 260:48
Sell Korean space stocks before IPO
Korean space-related stocks have already priced in the SpaceX IPO hype and are likely to correct after the listing. Investors should consider selling before the event to lock in profits.
Korean space stocks MED
Lee Yoon-soo CEO 359:58
Gold and bitcoin to rally on lower real rates
Gold and Bitcoin will rally once real interest rates reverse their recent spike and begin to decline. The bond market is currently overreacting to transient inflation, and the underlying macro points toward disinflation. As real rates fall, both gold and bitcoin will benefit.
GLD BTC MED
Up Next
21:48
Will the surge continue tomorrow? Samsung, Hynix 2x leverage sortie / Hyundai Motor big boon… robot production expansion begins | Team Leader Oh Hyun-jin
815 Money Talk (815머니톡) · May 26
58:51
8,000 Points Achieved, What's Next? Is it LG Innotek and Samsung Electro-Mechanics Rather Than Samsung Electronics and SK Hynix?_26.05.26. | Kim Jong-mun, Yeo Do-eun, Heo Jae-mu [Morning N Investment
3PRO TV (삼프로TV) · May 26
19:24
PCBs have risen this much, but you're telling me to look more? | Kim Min-soo, Lemon Research CEO [Double Up]
3PRO TV (삼프로TV) · May 26
18:21
Will the dot-com bubble crash be re-enacted? | Lee Jae-chan, Hana Securities Myeongdong Financial Center PB [Double Crew]
3PRO TV (삼프로TV) · May 26
36:40
Screaming Due to CPU Shortage, What's the Biggest Beneficiary Stock? | Jang Woojin [Double Check]
3PRO TV (삼프로TV) · May 26

This 3PRO TV (삼프로TV) video, published May 26, 2026, features Son Jeong-woo, Kim Min-soo, Kim Jong-mun, Lee Yoon-soo discussing NVDA, LITE, Korean substrate stocks, AMD, QCOM, DELL, HPQ, 005930.KS, 000660.KS, Korean space stocks, GLD, BTC. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Son Jeong-woo, Kim Min-soo, Kim Jong-mun, Lee Yoon-soo  · Tickers: NVDA, LITE, Korean substrate stocks, AMD, QCOM, DELL, HPQ, 005930.KS, 000660.KS, Korean space stocks, GLD, BTC