Ideas
Nvidia's strong guidance proves massive AI demand.
Nvidia's 70% growth guidance for the next fiscal year, despite supply constraints, proves that AI demand is massive. High margins indicate strong pricing power over suppliers, making the stock likely to head towards new highs.
TSMC is attractive despite slightly high valuation.
TSMC has a forward PER of 20x, which is slightly expensive compared to peers, but it produces all of Nvidia's chips, so a big drop is unlikely and it remains an attractive investment.
SK Hynix and Micron offer valuation merit.
Both Samsung Electronics and SK Hynix are good, but SK Hynix has more upside room compared to its July resistance levels, while Samsung is closer to its resistance. However, market professionals tend to prefer the stronger stock.
SK Hynix and Micron offer valuation merit.
SK Hynix has a forward PER of 4x and Micron has dropped significantly from its highs, giving both stocks strong valuation merit. A memory chip ETF is also a good alternative for broad exposure.
SK Hynix and Micron offer valuation merit.
Memory semiconductors face concerns over a price ceiling, falling exchange rates hurting Q3 profits, and potential supply increases next year. The sector needs lower interest rates or stronger shareholder returns to regain market confidence.
Data centers face resistance over power consumption.
Big tech and AI data centers are facing growing resistance from local communities due to massive power consumption, which could delay or cancel many projects.
Solana shows overbought signals; take some profits.
Solana's RSI has repeatedly shown overbought signals followed by sell-offs. It is prudent to take some profits and watch the remaining position.
Nvidia's growth guarantees solid memory semiconductor demand.
Both Samsung Electronics and SK Hynix are good, but SK Hynix has more upside room compared to its July resistance levels, while Samsung is closer to its resistance. However, market professionals tend to prefer the stronger stock.
Focus on AI hardware and software stocks.
For long-term investors, holding the S&P 500 or Nasdaq index is the best strategy. For active trading, focus on AI-related stocks, including hardware and software like Microsoft and cybersecurity, while avoiding non-AI stocks.
Banks are good for non-AI diversification.
For investors looking for non-AI portfolio diversification, banks and financial stocks are a good choice as they have been performing well.
KOSPI is expected to reach 2,750.
The KOSPI is expected to reach 2,750 as the market stabilizes and looks upwards, making it a good time to hold positions.
Power equipment stocks benefit from US policies.
Korean power equipment companies like Hyosung Heavy Industries and HD Hyundai Electric are breaking out of resistance, benefiting from US policies restricting Chinese power equipment.
US-based Korean factories benefit from tariffs.
Korean companies with existing factories in the US will benefit from Trump's reshoring and tariff policies, making them attractive investments.
Avoid highly volatile KOSDAQ penny stocks.
KOSDAQ penny stocks and low-market-cap companies are moving wildly to avoid delisting. Retail investors should avoid trading these highly volatile and risky stocks.
AI software companies are long-term winners.
AI software companies like Selvas AI and Saltlux are candidates for long-term AI winners. They are good for accumulating small amounts for the future.
Samsung Biologics will recover from rights issue.
Samsung Biologics announced a rights issue for facility investment. While the initial reaction is negative, it is for building new plants, so expect a gradual recovery.
APR and Hankook Kolma lead cosmetics sector.
Cosmetics companies like APR and Hankook Kolma are leading the sector due to strong overseas demand and viral marketing, making them the best picks in the industry.
Samsung SDS and NAVER benefit from AI.
NAVER is a good buy in the low 200k won range. It benefits from software momentum, anticipation of the Dunamu merger, and stable coin developments. Downside is limited as Nvidia's investment average is around this level.
Samsung SDS and NAVER benefit from AI.
Cybersecurity and software stocks like Samsung SDS and NAVER are benefiting from the US software rally and the upcoming national AI security project competition.
Hyundai Motor is a good long-term buy.
Hyundai Motor has dropped significantly, presenting a good opportunity to accumulate shares for the long term.
Avoid Lunit due to debt and deficits.
Lunit should be avoided due to heavy debt, prolonged deficits, and broken technical support levels. Investors should reduce their positions on any bounces.
OSAT companies benefit from Samsung Foundry utilization.
As Samsung Foundry's utilization rate increases, OSAT (Outsourced Semiconductor Assembly and Test) companies like Hana Micron and SFA Semicon will see significant trickle-down benefits.
Bitcoin benefits from US debt concerns.
Bitcoin is benefiting from concerns over US debt and expectations of a weaker dollar. The ongoing tension regarding the US fiscal deficit provides a favorable environment for Bitcoin.
Ethena benefits from reduced sell pressure.
Ethena (ENA) is attractive because it is buying back unlocked tokens from early investors via OTC, reducing market sell pressure. A new proposal to use revenue to buy ENA further boosts its price.
Hyperliquid benefits from token buyback expectations.
Hyperliquid reached new highs due to expectations that its USDC yield distribution will be used to buy back and burn its native token, adding a new growth engine.
This 3PRO TV (삼프로TV) video, published August 28, 2026,
features Tai, Han Sang-hee, Park Byeong-chang, Lee Ju-hyeon, Lee Young-soo, Park Sang-yeop
discussing NVDA, TSM, 000660.KS, MU, SMH, XLK, AI Data Centers, SOL, 005930.KS, SPY, QQQ, AI Hardware, MSFT, CIBR, KBE, EWY, 298040.KS, 267260.KS, Korean companies with US factories, KOSDAQ Penny Stocks, 108860.KQ, 304100.KQ, 207940.KS, 278470.KS, 161890.KS, 035420.KS, 018260.KS, 005380.KS, 328130.KQ, 067310.KQ, 036540.KQ, BTC, ENA, HYPE.
25 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Tai,
Han Sang-hee,
Park Byeong-chang,
Lee Ju-hyeon,
Lee Young-soo,
Park Sang-yeop
· Tickers:
NVDA,
TSM,
000660.KS,
MU,
SMH,
XLK,
AI Data Centers,
SOL,
005930.KS,
SPY,
QQQ,
AI Hardware,
MSFT,
CIBR,
KBE,
EWY,
298040.KS,
267260.KS,
Korean companies with US factories,
KOSDAQ Penny Stocks,
108860.KQ,
304100.KQ,
207940.KS,
278470.KS,
161890.KS,
035420.KS,
018260.KS,
005380.KS,
328130.KQ,
067310.KQ,
036540.KQ,
BTC,
ENA,
HYPE
