US Major Stock Charts & Domestic Market Signal Check | Chesley Investment Advisory Executive Director Park Se-ik [Chesley AI / 26.09.05.Sat]

Watch on YouTube ↗  |  September 06, 2026 at 12:21  |  19:27  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Park Se-ik — CEO, ex-Chief Strategist

Summary

Park Se-ik reviews US major stock charts and domestic Korean market signals. He notes high Treasury yields are capping US equities but charts are mostly constructive, and he highlights Micron's strength lifting Korean semiconductor names with caveats. He also flags a put/call ratio signal suggesting a short-term KOSPI rebound.

  • Reviews SOXX, Dow, Treasury yields, Nasdaq, and S&P 500 charts.
  • Sees US Treasury yields as the key risk capping equity upside.
  • Micron rally viewed as leading Korean memory names, but SK Hynix rebound expected to lag.
  • Robinhood called stronger than Bitcoin.
  • Meta expected to follow the 2022 midterm seasonal pattern.
  • Palantir expected to pull back into September FOMC before resuming rally.
  • Chesley AI put/call signal triggered, supporting near-term KOSPI rebound.
  • Foreigner option positioning suggests KOSPI options market sees a capped/boxed range.
Ideas
Park Se-ik CEO, ex-Chief Strategist 2:36
Won/yen breakdown says Korean risk low.
A Chesley AI put/call ratio signal has triggered; Park expects the short-term rebound to continue into next week despite Thursday's futures/options expiry. Foreigners' futures/options buying is improving, and after the Chuseok adjustment the domestic market looks okay.
EWY MED
Park Se-ik CEO, ex-Chief Strategist 4:12
S&P/Nasdaq charts fine; wait on rates.
Park Se-ik views the S&P 500 and Nasdaq as technically constructive: the S&P 500 is holding its 5-month moving average on monthly charts and both indices would be moving higher if not for high Treasury yields. The rate environment is the main cap on upside.
SPY NASDAQ Composite MED
Park Se-ik CEO, ex-Chief Strategist 5:38
Micron rally likely into late September.
Micron's MACD oscillator is turning back up and earnings are expected to be not bad; the stock is 19% below its high and the rally can continue toward late September. Its strength is likely to lift Korean memory names.
MU HIGH
Park Se-ik CEO, ex-Chief Strategist 6:40
Hynix/Samsung rebound likely trails Micron.
SK Hynix and Samsung Electronics may follow Micron higher, but Hynix's rebound is likely to be weaker than Micron's because the 180,000-230,000 won zone has heavy individual investor supply, the won's strength reduces foreigner returns in dollar terms, and in 2021 Micron made new highs while Samsung and Hynix failed to break out.
000660.KS 005930.KS MED
Park Se-ik CEO, ex-Chief Strategist 10:48
Robinhood rebound stronger than Bitcoin.
Robinhood fell but rebounded quickly and has been stronger than Bitcoin; it rose 17% this week and 16.5% over the past month, showing relative momentum.
HOOD MED
Park Se-ik CEO, ex-Chief Strategist 12:27
TSMC recovering 5-month moving average.
TSMC is recovering its 5-month moving average, indicating the chart is healing after the semiconductor pullback.
TSM LOW
Park Se-ik CEO, ex-Chief Strategist 12:57
Meta may mirror 2022 midterm cycle.
Meta's chart looks similar to 2022: it fell from September into November around midterm elections, then bottomed and rallied into the next year. This time the decline began in August, so he expects further seasonal pressure into the November midterms before a potential rally into next year.
META MED
Park Se-ik CEO, ex-Chief Strategist 13:42
NVIDIA chart looks good and rising.
NVIDIA's chart looks good and is trending upward, showing relative strength among AI and semiconductor names.
NVDA LOW
Park Se-ik CEO, ex-Chief Strategist 14:01
QQQ chart looks very good.
Nasdaq QQQ chart looks very good, signaling continued strength in large-cap growth and technology.
QQQ LOW
Park Se-ik CEO, ex-Chief Strategist 15:15
Palantir may pull back then rally again.
Palantir surged 51% last month and is now pulling back; he expects a correction into the September FOMC area, possibly testing around 155-160, but expects the rally to resume afterward.
PLTR MED
Up Next
4:35
US Iran Fight Shifts to Economic Endurance
Bloomberg Markets · Sep 06
52:23
AI is running out of Power
SemiAnalysis · Sep 06
38:31
[#RealMarket] Semiconductor stocks surge despite interest rate shock… Is it a big reversal signal? / Will volatility explode this week on 'Quadruple Witching Day'? | Mirae Asset Global Investments Director Choi Chang-gyu
815 Money Talk (815머니톡) · Sep 06
25:24
Samsung Electronics HBM4 Counterattack Begins… Why SK Hynix Also Smiles as Market Share Soars / Don't Be Fooled by Exaggerated China Semiconductor Fear! | Semicon Research Lab CEO Noh Geun-chang
815 Money Talk (815머니톡) · Sep 06
45:37
Even if the US blocks it, the real reason China's AI is catching up fast | Zhou Chan TF International CEO [Weekend Interview]
3PRO TV (삼프로TV) · Sep 06

This Chesley Investment Advisory (체슬리투자자문) video, published September 06, 2026, features Park Se-ik discussing EWY, SPY, NASDAQ Composite, MU, 000660.KS, 005930.KS, HOOD, TSM, META, NVDA, QQQ, PLTR. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Se-ik  · Tickers: EWY, SPY, NASDAQ Composite, MU, 000660.KS, 005930.KS, HOOD, TSM, META, NVDA, QQQ, PLTR