Buzzberg Cup Live

July 16, 26 AM Broadcast Full View: Prices Plunge, Big Tech Surges, New York Stock Market Closes Up, Semiconductor Index Down 2%

[July 16, 26 AM Broadcast Full View] Prices 'Plunge' · Big Tech 'Surges', New York Stock Market Closes Up...Semiconductor Index 'Down' 2%
Watch on YouTube ↗  |  July 16, 2026 at 03:17  |  6:13:36  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator
Kim Jang-yeol — Reporter, The Bell
Park Byeong-chang — Director, MP Partners
Park Hyun-jae — ETF Manager
Oh Junhyeok — Team Lead, Active ETF, Mirae Asset Management
Yeo Do-hoon — Anchor
Kwon Soon-ho — Team Lead, Sampro TV

Summary

The broadcast covers the US market's mixed performance with PPI data easing inflation fears, a rotation from semiconductors to big tech, and detailed discussions on the semiconductor cycle. Speakers propose investment strategies including favoring M7 ETFs, ASML and TSMC as strong semiconductor plays, preferring US-listed memory over Korean local stocks, overweighting US equities via ETFs, and highlighting AMD as a top pick. The crypto segment discusses DTCC tokenization and stablecoin regulations.

  • US PPI came in lower than expected, reducing July rate hike probability to around 11%, supporting risk assets.
  • Big tech stocks (Apple, Amazon, Meta, Alphabet) surged while semiconductor names fell, continuing a short-term rotation.
  • ASML reported strong Q2 results and upgraded full-year guidance, citing robust demand from memory chipmakers expanding capacity.
  • TSMC is expected to report solid earnings and raise capex, with its valuation remaining reasonable amid semiconductor volatility.
  • Korean memory stocks (Samsung Electronics, SK Hynix) face headwinds from ADR listing effects and leveraged ETF disruptions, making US-listed memory more attractive.
  • ETF experts recommended a core-satellite portfolio overweighting US equities (S&P 500, Nasdaq active) and adding Korean high-dividend exposure.
  • AMD is identified as a high-conviction buy for H2 2024 based on its growing CoWoS capacity allocation at TSMC.
  • Crypto markets showed stability, with Bitcoin rising on favorable macro data, and DTCC announced a tokenization initiative for stocks and bonds.
Ideas
Park Myung-seok Curator 45:04
Buy M7 ETF for balanced big tech.
In a market where rotation between semiconductors and software is whipsawing traders, the most comfortable investment is the M7 (Magnificent Seven) ETF, which provides balanced exposure to mega-cap big tech, smoothing out the extreme daily volatility of individual sectors.
MAGS MED
Kim Jang-yeol Reporter, The Bell 60:02
ASML demand strong; buy for growth.
ASML's Q2 results and guidance beat expectations on both revenue and margins. Demand for EUV equipment is surging as memory makers (Samsung, SK Hynix, Micron) accelerate capacity expansion. The company has order visibility through 2028 and is raising equipment prices, indicating the stock should continue to appreciate.
ASML HIGH
Kim Jang-yeol Reporter, The Bell 73:58
TSMC is a solid semiconductor play.
TSMC's revenue has already exceeded the high end of guidance, and capex is expected to increase following ASML's signals. The stock has been more stable than memory names because demand is broad-based. It trades at reasonable valuations (20x on local shares, 25x on ADR) and should benefit from the ongoing AI buildout.
TSM MED
Kim Jang-yeol Reporter, The Bell 87:53
Buy Micron, SK Hynix ADR over local.
In the semiconductor memory space, US-listed Micron Technology and SK Hynix ADR are more attractive than Korean local shares. The ADR listing created valuation parity with Micron while Korean locals face ETF-related selling pressure and discount; liquidity and transparency favor the US side.
SK Hynix ADR MU HIGH
Park Byeong-chang Director, MP Partners 148:53
US big tech stocks lead market higher.
Money is clearly rotating into US big tech. Apple just hit an all-time high, and stocks like Amazon, Meta, and Alphabet are rebounding strongly from earlier underperformance. These giants will lead the market higher as sentiment shifts, and the S&P 500 is poised to make a new high once macro uncertainties clear.
AAPL META AMZN GOOGL HIGH
Park Hyun-jae ETF Manager 269:14
Overweight US equities via diverse ETFs.
For the current volatile market, a core-satellite portfolio of a passive US S&P 500 ETF, an active Nasdaq ETF (like KoAct), and a Korean high-dividend ETF (RISE Large Cap High Dividend 10) provides stability. Overweight US equities at 60% versus Korea at 40% in the second half.
069500.KS SPY 436960.KS MED
Oh Junhyeok Team Lead, Active ETF, Mirae Asset Management 296:41
AMD top pick on capacity growth.
AMD is the top pick for H2 2024. TSMC CoWoS capacity bookings show AMD will have the second-largest allocation after Nvidia next year, with growth of 308% YoY, indicating strong revenue momentum. The fund has aggressively increased AMD to a 19% position amid the sell-off.
AMD HIGH
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815 Money Talk (815머니톡) · Jul 16

This 3PRO TV (삼프로TV) video, published July 16, 2026, features Park Myung-seok, Kim Jang-yeol, Park Byeong-chang, Park Hyun-jae, Oh Junhyeok discussing MAGS, ASML, TSM, SK Hynix ADR, MU, AAPL, META, AMZN, GOOGL, 069500.KS, SPY, 436960.KS, AMD. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Kim Jang-yeol, Park Byeong-chang, Park Hyun-jae, Oh Junhyeok  · Tickers: MAGS, ASML, TSM, SK Hynix ADR, MU, AAPL, META, AMZN, GOOGL, 069500.KS, SPY, 436960.KS, AMD