Don't waver in a market crash. The true essence hasn't collapsed yet | Myeong Min-jun, Kang A-rang, Lee Gwon-hee [Stock Beginner Rescue Team]

Summary

On a day when the KOSPI dropped 5.3% amid Trump-Iran headlines, Lee Kwon-hee (CEO, Wiz Wave) appears on Stock Beginner Rescue Team to calm retail panic. He argues that the sell-off is irrational, supported by foreign accumulation of Korean equities and put-selling signals, pointing to an imminent options-expiry-driven rebound. He stresses that the AI semiconductor super-cycle is unbroken, making Samsung Electronics and SK hynix attractive after the plunge, while advising to sell Lotte Chemical and SK Bioscience.

• KOSPI fell 5.3% and KOSDAQ fell sharply, driven by Trump's comments on Iran and panic selling by retail investors.
• Foreign investors turned net buyers in spot and futures, especially in the last hour, and heavily sold puts, betting on a rebound.
• Lee expects a high-probability rebound tomorrow, citing options expiry and foreign incentives to push the index up.
• AI capex remains robust: Amazon issued bonds for data center investment, and the US-China AI race sustains semiconductor demand until 2028.
• Samsung Electronics and SK hynix are now cheap after the sell-off; their fundamentals are intact with no valid bear thesis.
• Lotte Chemical and SK Bioscience are stocks to avoid – Lee explicitly advises to sell them without hesitation.
• Lee warns retail investors not to panic-sell at the lows, as the decline is a temporary turbulence, not a fundamental crash.