Chesley Morning Brief: Quantum Computing Stocks Surge... US Government Bets '3 Trillion' [May 22, 2025]

[Chesley Morning Brief] Quantum Computing Stocks Soared... US Government Bets '3 Trillion' [26/05/22]
Watch on YouTube ↗  |  May 21, 2026 at 22:17  |  1:57:38  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Wang Jeong — Department Head
Choi Ho — Vice President
Park Jun-hyeok — Crypto Analyst

Summary

The Chesley Morning Brief for May 22, 2025 covers global market moves, including a surge in quantum computing stocks after US government investment. Key deep dives include Chinese semiconductor equipment maker Zhongmei Semiconductor, global semiconductor equipment stocks, SK hynix as a top memory pick, and Korean department store Shinsegae on inbound tourism and consumption. The overall bias is bullish on semiconductors and domestic consumption plays.

  • US market rebounded on Iran-US talks and lower oil/rates, Dow hit new high.
  • Chinese semiconductor equipment stock Zhongmei Semiconductor analyzed with huge upside potential.
  • Global semiconductor equipment stocks (ASML, Lam, Applied) seen as steady winners in AI capex cycle.
  • SK hynix highlighted as top memory pick with HBM price increases and strong earnings revisions.
  • Korean retail sector, especially Shinsegae, expected to benefit from inbound tourism and wealth effect.
  • Crypto segment discussed Bitcoin range, Hyperliquid momentum, and SpaceX IPO details.
  • US manufacturing PMI surged to 55, supporting semiconductor and export outlook.
  • Conversation also covered long-term compounding and high-margin businesses like NVIDIA.
Trade Ideas
Wang Jeong Department Head 2:57
Long Zhongmei Semiconductor, upside 165-278%
Zhongmei Semiconductor is a leading Chinese semiconductor equipment maker with strong financial performance, market share growth, and expansion into global markets (TSMC, SK Hynix, Samsung). The company has significant upside potential of 165-278% by 2029 based on conservative assumptions, driven by China's domestic equipment demand and global market share gains.
Zhongmei Semiconductor HIGH
Choi Ho Vice President 37:15
Long ASML, Lam, Applied Materials
Global semiconductor equipment stocks like ASML, Lam Research, and Applied Materials are at new highs and are supported by strong secular demand from AI and China capex. Their high margins and steady growth make them attractive for long-term investment. The risk/reward is favorable despite recent gains.
LRCX ASML AMAT MED
Choi Ho Vice President 72:56
Long SK hynix, 100% upside
SK hynix is the top semiconductor pick, benefiting from a memory super cycle with HBM price increases, mobile DRAM demand surge, and strong earnings growth. Target price 3.8 million won implies 100% upside. Earnings estimates have room for further upward revisions.
000660.KS HIGH
Choi Ho Vice President 88:07
Long Shinsegae, 50% upside
Shinsegae is benefiting from inbound tourism (especially Chinese), domestic wealth effect, and margin improvement. With operating margins recovering to 10%, and referencing Japanese department store valuation, Shinsegae has up to 50% upside potential.
004170.KS HIGH
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This Chesley Investment Advisory (체슬리투자자문) video, published May 21, 2026, features Wang Jeong, Choi Ho discussing Zhongmei Semiconductor, LRCX, ASML, AMAT, 000660.KS, 004170.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Wang Jeong, Choi Ho  · Tickers: Zhongmei Semiconductor, LRCX, ASML, AMAT, 000660.KS, 004170.KS