May 4 #BeforeMarketOpen: Nasdaq and Korean ETFs Rise for Second Day; Trump Rejects Iran Proposal, Hormuz Liberation Operation Begins on 4th

May 4th #BeforeMarketOpen Nasdaq, Korean Stock Market ETF Rises for Two Consecutive Days / Trump Cannot Accept Iran Proposal, Hormuz Liberation Operation Begins on the 4th
Watch on YouTube ↗  |  May 04, 2026 at 00:27  |  2:55:46  |  815 Money Talk (815머니톡)
Speakers
Choi Chang-gyu — Director, NH Investment & Securities
Hwang Yoo-hyun — Private Banker Team Lead, NH Investment & Securities
Lee Kwon-hee — CEO, Economist

Summary

The video reviews strong US market moves driven by big tech earnings, AI infrastructure, and falling oil prices on Iran ceasefire hopes. Speakers are bullish on semiconductor memory (Samsung, SK Hynix) and ARM architecture, cautious on Meta, and see opportunities in robotics, defense, and selective construction stocks. The Korean market is expected to benefit from the global AI capex cycle.

  • US markets rose on Apple’s strong earnings and easing geopolitical tensions; Nasdaq and S&P 500 hit new highs.
  • AI infrastructure spending remains robust across big tech, with memory shortages expected to deepen into next year.
  • Samsung and SK Hynix are favored long-term plays on the memory upcycle despite short-term labor issues.
  • Meta is viewed negatively due to high capex without commensurate revenue visibility.
  • ARM is seen as the emerging standard architecture for custom AI chips, supporting a bullish outlook.
  • Tech analysis on Nvidia suggests a cup-with-handle pattern may lead to a breakout.
  • Korea’s defense, aerospace, and robotics themes are noted as potential catalysts, but specific names are not emphasized.
  • DL E&C stands out among construction stocks with an analyst projecting 40% upside via SMR exposure.
Trade Ideas
Choi Chang-gyu Director, NH Investment & Securities 19:24
ARM architecture expanding as standard.
ARM architecture is becoming the standard design basis for custom chips of big tech companies, expanding into cloud, AI inference, and rack-scale AI systems, positioning ARM Holdings for growth beyond traditional CPU markets.
ARM MED
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 45:22
Nvidia cup-with-handle setup bullish.
Nvidia's chart is forming a classic cup-with-handle pattern after a six-month consolidation, suggesting a potential breakout and resumption of uptrend.
NVDA LOW
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 46:41
Meta's high capex struggling vs peers.
Meta's massive capex without a clear monetization path and reliance on advertising revenue contrasts with other hyper-scalers that sell custom chips, making its operating leverage difficult and causing the stock to lag peers.
META MED
Lee Ju-hyeon Director, Xangle 64:01
Samsung long-term strong despite labor issues.
Samsung Electronics faces short-term noise from labor issues, but the fundamental memory shortage is severe and will worsen into next year, driven by AI demand; the medium-to-long-term growth story remains intact and the stock is attractive on dips.
005930.KS MED
Lee Kwon-hee CEO, Economist 102:12
SK Hynix cheap on forward earnings.
SK Hynix remains cheap on forward earnings (low P/E supported by strong earnings momentum), and investors should buy on dips for profit, as the memory upcycle continues.
000660.KS HIGH
Lee Kwon-hee CEO, Economist 128:16
DL E&C 40% upside with SMR.
DL E&C (DL ENC) has over 40% upside according to a recent analyst report, driven by SMR partnership expansion with X-Energy and valuation re-rating, making it one of the few attractive construction stocks.
028260.KS MED
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This 815 Money Talk (815머니톡) video, published May 04, 2026, features Choi Chang-gyu, Hwang Yoo-hyun, Lee Ju-hyeon, Lee Kwon-hee discussing ARM, NVDA, META, 005930.KS, 000660.KS, 028260.KS. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Choi Chang-gyu, Hwang Yoo-hyun, Lee Ju-hyeon, Lee Kwon-hee  · Tickers: ARM, NVDA, META, 005930.KS, 000660.KS, 028260.KS