Semiconductor stocks weak due to Broadcom shock.. Micron plunges 7%, Dow closes at all-time high / Bernstein: Memory prices enter full-scale upward phase in Q2

Summary

The June 5, 2026 pre-market show covers a broad market pullback led by semiconductor stocks after Broadcom's guidance miss and Micron's 7% drop. Speakers emphasize that the selloff is healthy rotation, not a trend reversal, and recommend buying dips in Samsung Electronics, SK hynix, and neglected sectors like biotech and casino stocks. Jensen Huang's Korea visit adds event-driven volatility.

• Samsung Electronics and SK hynix drop ~5-6% on global semi weakness but speakers call it a buying opportunity.
• KOSDAQ rebounds modestly led by semiconductor equipment and biotech, while KOSPI falls sharply.
• Bernstein report cited saying memory prices are entering a full-scale upward phase in Q2 2026.
• Jensen Huang's Korea visit creates event-driven volatility in LG, Naver, and game stocks.
• Sector rotation from semiconductors into biotech, casinos, and financials is underway.
• Foreign investors sell heavily ahead of SpaceX IPO, but speakers see this as temporary.
• Lee Kwon-hee recommends buying Samsung, SK hynix, LG Innotek, and Naver on dips.
• Oh Hyun-jin highlights casino and semiconductor equipment stocks as value plays with strong earnings.