Jensen Huang is coming to Korea again... This time because of robots, not semiconductors? / Which robot stock will truly benefit among Hyundai Motor and LG? | Director Lee Young-hoon

Watch on YouTube ↗  |  May 31, 2026 at 08:30  |  19:44  |  815 Money Talk (815머니톡)
Speakers
Lee Young-hoon — Director

Summary

Director Lee Young-hoon discusses the impact of Jensen Huang's visit to Korea, focusing on physical AI and robotics. He is bullish on Hyundai Motor Group stocks (Hyundai Motor and Mobis) due to robot supply chain and governance restructuring, while skeptical of LG Electronics' hype. He also notes a potential opportunity for Samsung Electronics if NVIDIA partners with its foundry.

  • Jensen Huang's visit to Korea has sparked expectations for physical AI and robotics collaborations.
  • Hyundai Motor Group is seen as the key beneficiary, with Mobis supplying actuators and Hyundai Motor owning the training center.
  • LG Electronics' surge is viewed as hype without solid performance; the speaker plans to sell after the meeting.
  • Samsung Electronics may have an opportunity if NVIDIA uses its foundry for chips.
  • The speaker emphasizes the importance of governance restructuring for Hyundai Group stocks.
  • The market is described as hungry for surprises, leading to sharp reactions to news.
Trade Ideas
Lee Young-hoon Director 0:15
Hyundai Motor robot and governance upside.
Hyundai Motor's humanoid robot story is not over; it will benefit from the training center (ALMAC) and governance restructuring. The stock has significant upside potential as the group's restructuring unlocks value and the robot theme drives long-term growth.
005380.KS HIGH
Lee Young-hoon Director 5:08
Potential NVIDIA partnership could lift Samsung.
If NVIDIA partners with Samsung Foundry for chip production, Samsung Electronics could see another upside opportunity even after recent gains. This is speculative but worth monitoring given the potential for a foundry deal.
005930.KS LOW
Lee Young-hoon Director 7:43
Sell LG on hype without performance.
LG Electronics has surged on hype from Jensen Huang's visit, but the company has not demonstrated concrete robot performance compared to competitors like Tesla or Hyundai. Past hype cycles (Apple Car, etc.) led to sharp declines. He plans to sell his LG holdings after the meeting.
066570.KS MED
Lee Young-hoon Director 15:22
Actuator dominance makes Mobis key robot play.
Hyundai Mobis is the key supplier of actuators, which account for 60% of the hardware cost in humanoid robots. This gives it a strong position in the robot supply chain, making it a direct beneficiary of the physical AI trend.
012330.KS MED
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This 815 Money Talk (815머니톡) video, published May 31, 2026, features Lee Young-hoon discussing 005380.KS, 005930.KS, 066570.KS, 012330.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Young-hoon  · Tickers: 005380.KS, 005930.KS, 066570.KS, 012330.KS