Trump 'Intel stake, small or large?'... New York stock market pre-holiday surge rally

Trump "Intel stake, is it small? Or large?"...New York stock market, pre-holiday surge rally [Wall Street Newsletter]
Watch on YouTube ↗  |  June 18, 2026 at 22:20  |  43:52  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator

Summary

Curator Park Myung-suk reviews the overnight US rally driven by semiconductors after Trump's support and an Iran peace deal. She highlights the 'Trump put' on Intel, strong retail inflows into AI hardware, and upcoming Micron earnings, while also noting potential headwinds from pension rebalancing and UBS's tech caution. Specific ideas include Intel, Micron, Marvell, and slowly accumulating SpaceX.

  • US markets surge pre-holiday with Nasdaq up 2% and semiconductors leading, fueled by Trump tweets and Iran ceasefire.
  • Intel leaps 10% after Trump directly hints at government support and questions whether to buy more of the stock.
  • Micron earnings next week drive aggressive price target upgrades and strong expectations across memory names.
  • KeyBanc lifts Marvell target to $385 ($450 bull case) on optical networking synergy as AI demand accelerates.
  • Retail inflows pour into semiconductors, raising concentration risk; UBS advises trimming tech overweight before Q2 earnings.
  • JP Morgan warns of large pension rebalancing selling in late June, but speaker views any dip as buying opportunity in leaders.
  • SpaceX corrects from IPO spike, but long-term Starlink growth supports gradual accumulation rather than FOMO chasing.
Ideas
Park Myung-seok Curator 1:04
Intel surges on Trump's direct endorsement.
Trump directly tweeted about his administration's help to Intel and questioned if he should buy more, triggering a 10% surge. This is a direct 'Trump put' on Intel, with potential for further government support and national champion status in US chip manufacturing.
INTC HIGH
Park Myung-seok Curator 1:05
Semiconductors surge on Trump put and flows.
Trump's intervention, Iran peace deal, and upcoming Micron earnings have sparked a powerful rally in semiconductors and AI hardware stocks. Strong retail inflows are driving market leadership, and the 'Trump put' is suppressing macro concerns, leading to a significant broad rebound in the sector.
SOXX HIGH
Park Myung-seok Curator 5:18
Micron rallies into strong earnings expectations.
Ahead of its upcoming earnings, Wall Street is aggressively raising price targets, and the market is pricing in strong HBM and memory demand, making Micron a key catalyst for the semiconductor rally.
MU HIGH
Park Myung-seok Curator 32:49
Marvell upgraded on optical networking growth.
KeyBanc raised Marvell's price target to $385, citing expected fast synergy from its optical networking subsidiary; target could reach $450 as AI networking demand accelerates.
MRVL MED
Park Myung-seok Curator 34:42
SpaceX dip is a gradual buy opportunity.
SpaceX stock corrected after its IPO spike, but long-term growth outlook remains strong with Starlink expansion and contracts; the speaker suggests accumulating gradually over time rather than chasing near-term FOMO.
SPCX MED
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This 3PRO TV (삼프로TV) video, published June 18, 2026, features Park Myung-seok discussing INTC, SOXX, MU, MRVL, SPCX. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok  · Tickers: INTC, SOXX, MU, MRVL, SPCX