Why AI Power Stocks Will Trend Up Until 2030 / AI Data Center Boom, Transformer and Fiber Optic Stocks Soar... Who Will Be the Winner? (Stock Surge) Director Lee Juyeon
Summary
Lee Ju-yeon, Director discusses structural investment opportunities in AI power equipment, optical fiber, and lithium-related stocks. She highlights the multi-year demand from data centers, the supercycle in fiber optics, and a cautious near-term stance on overheated power stocks.
- AI data center expansion drives multi-year demand for power equipment and transformers.
- Revenue from data center orders for Korean power equipment firms is just starting to ramp up.
- Optical fiber market enters a supercycle due to dense GPU interconnects, with prices surging.
- Seongho Electronics is highlighted as the top pick in the optical fiber theme.
- Lithium price recovery is boosting earnings for battery materials companies like POSCO Future M.
- Lumentum and Coherent earnings are important catalysts for the optical sector near-term.
- Short-term overheating in power equipment warrants cautious positioning and pullback entries.
- US-centric revenue exposure for power equipment firms is viewed as an opportunity rather than risk.
Summary
Lee Joo-yeon, Director, discusses the long-term investment case for Korean AI power equipment and optical fiber stocks. She explains that data center demand and efficiency upgrades will sustain power equipment growth through 2030, while optical fiber enters a supercycle driven by GPU cluster connectivity needs. She recommends the TIGER AI Power Equipment ETF and a basket of Korean optical fiber names.
- Power equipment stocks are surging due to AI data center demand for high-voltage transformers and grid upgrades.
- Supply shortages and long lead times give Korean power equipment companies pricing power and high margins.
- The TIGER AI Power Equipment Top 3 Plus ETF is highlighted as a diversified play on the theme.
- Optical fiber demand is exploding from AI infrastructure, creating a supercycle with premium fiber demand.
- Seongho Electronics, DaeYang Optical Communication, and RF Materials Solution are named as key beneficiaries.
- Short-term overheating in power equipment is noted, but long-term outlook remains positive.
- Lithium and secondary battery stocks see improving fundamentals from lithium price recovery, but thesis is less developed.
- Earnings season for optical fiber companies this week may introduce volatility.
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This 815 Money Talk (815머니톡) video, published May 05, 2026, features Lee Ju-hyeon discussing TIGER AI Power Equipment Top 3 Plus ETF, Daeyang Optical Communication, RF Materials Solution, 081580.KQ, 180400.KQ, 327260.KQ, LITE, COHR. 4 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Lee Ju-hyeon · Tickers: TIGER AI Power Equipment Top 3 Plus ETF, Daeyang Optical Communication, RF Materials Solution, 081580.KQ, 180400.KQ, 327260.KQ, LITE, COHR