The Reason for a Possible Weak Start, Strong Finish / The Sector Where Money Will Flow After NVIDIA's Earnings

Now is not the time to throw it away... The big reason for today's weak start, strong finish possibility / This sector where money will flock after NVIDIA's earnings announcement (sharp decline market) CEO Lee Gwon-hee

Watch on YouTube ↗ | August 25, 2026 at 06:00 | 17:55 | 815 Money Talk (815머니톡)

Speakers

Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee of Wizwave analyzes the Korean market, predicting a 'weak start, strong finish' for the day based on foreign futures positioning. He strongly refutes AI bubble fears, highlighting robotics as a key long-term investment theme. He presents specific ideas in undervalued auto parts suppliers that are transitioning into the robotics supply chain and remains bullish on SK hynix pending NVIDIA's upcoming earnings.

Lee Kwon-hee expects a potential intraday market rebound, described as a 'weak start, strong finish'.
He argues that the AI trend is a real, fundamental shift, not a bubble, citing tangible progress in robotics.
The robotics sector is identified as a key theme, with stocks showing technical signs of breaking out after a consolidation period.
A core investment idea is to buy deeply undervalued auto parts suppliers that are pivoting to become robotics component manufacturers.
He is bullish on Hyundai Motor due to its strategic investments in new growth areas like robotics.
He maintains a positive outlook on SK hynix, viewing the upcoming NVIDIA earnings as a critical catalyst.
The broader market is showing healthy signs of rotation, with sectors beyond semiconductors participating in the rally.

Ideas

Lee Kwon-hee CEO, Economist 1:01

SK hynix will rebound from support.

SK hynix is currently in a consolidation phase but is likely to rebound as long as it holds its 20-day moving average support level (around 1.55-1.56M KRW). The upcoming NVIDIA earnings announcement is a significant catalyst, and any positive commentary regarding SK hynix's HBM specifications, particularly for the Vera Rubin Ultra, could be a strong positive driver for the stock.

Lee Kwon-hee CEO, Economist 6:06

Robotis has strong tech and products.

Robotis is a promising individual stock within the robotics theme. It is showing technical strength and is poised for a potential breakout. Fundamentally, the company's strength lies in its high-quality, well-designed actuators, which are a critical component for robots. I was impressed by their products when I saw them.

Lee Kwon-hee CEO, Economist 6:13

Robotics sector is ready to break out.

The Korean robotics sector, which has been consolidating recently, is now technically positioned for a potential breakout. The moving averages have converged, indicating a build-up of energy. The long-term fundamental thesis is strong, driven by the global push into Physical AI, a trend that is clearly not a bubble, as evidenced by significant development efforts seen in places like China.

Lee Kwon-hee CEO, Economist 7:24

Cheap auto parts suppliers gain robotics catalyst.

A group of traditional Korean auto parts suppliers are extremely undervalued, with P/E ratios as low as 2-4x and P/B ratios well below 1. These companies are now gaining a powerful new growth catalyst as they begin to transition into suppliers for the robotics industry, supported by initiatives from major players like Hyundai Motor. This potential for a significant re-rating is not yet reflected in their stock prices.

Lee Kwon-hee CEO, Economist 8:55

Hyundai's robotics pivot drives long-term growth.

Hyundai Motor is an attractive long-term investment because it is strategically using the cash flow from its core automotive business to invest in new growth areas, most notably robotics through its acquisition of Boston Dynamics. This forward-looking strategy provides a crucial growth narrative and valuation support that would be absent if it remained a pure-play automaker. Without this, the stock would likely be trading at a much lower level.

Lee Kwon-hee CEO, Economist 12:51

Expect a weak start, strong finish.

For today's trading session, there is a high probability of a 'weak start, strong finish' for the KOSPI. This is based on the positioning of foreign investors in the futures market. Their large net buying yesterday suggests they are likely to use any opening weakness as an opportunity to add to their positions, which should provide support and lead to an intraday rebound.

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This 815 Money Talk (815머니톡) video, published August 25, 2026, features Lee Kwon-hee discussing 000660.KS, 108490.KQ, Korean robotics sector, 010690.KS, 033530.KS, 005850.KS, 005380.KS, EWY. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee · Tickers: 000660.KS, 108490.KQ, Korean robotics sector, 010690.KS, 033530.KS, 005850.KS, 005380.KS, EWY