May 6 Before Market Open: Oil Down, Earnings Boost Nasdaq to All-Time High; Philadelphia Semiconductor Index Up 4%; Micron CEO: AI Memory Boom Just Beginning, Stock Surges 11%; Korean Stock ETF Up 6%

[May 6 #BeforeMarketOpen] Oil Price Drop, Strong Earnings Drive Nasdaq to All-Time High "Philly Semiconductor Surges 4%" / Micron CEO: AI Memory Boom Just Beginning, Stock Jumps 11%, Korea Stock Market ETF Soars 6%
Watch on YouTube ↗  |  May 06, 2026 at 00:51  |  3:05:45  |  815 Money Talk (815머니톡)
Speakers

Summary

The pre-market show covers a broad rally driven by semiconductor stocks, with the Philadelphia Semiconductor Index up 4% and Micron surging 11%. Panelists discuss undervaluation of Korean chipmakers, the rise of CPU and optical sectors, Apple's foundry diversification, and geopolitical risks from Iran. They emphasize buying Samsung and SK Hynix, and highlight opportunities in equipment, ASICs, optical, autos, and robotics.

  • Korean stocks rallied sharply, led by semiconductor heavyweights Samsung and SK Hynix, on foreign buying and strong earnings.
  • Panelists stress that Korean chip stocks remain cheap versus US peers despite recent gains.
  • AI hardware demand is broadening from GPUs to CPUs, ASICs, and optical components, benefiting Intel, AMD, Broadcom, and Lumentum.
  • Apple is reportedly considering Samsung and Intel as foundry partners to reduce TSMC dependency, a potential catalyst.
  • Geopolitical risks from Iran and the Strait of Hormuz remain in focus but are currently overshadowed by earnings momentum.
  • Equipment stocks (AMAT, LRCX) and semiconductor packaging (AMKR) are seen as beneficiaries of the buildout.
  • Korean holding companies and undervalued sectors like autos (Kia) and casinos (GKL) are presented as contrarian plays.
  • Robotics is flagged as a long-term theme, with Robotis and Rainbow Robotics highlighted as key players.
Speakers

Summary

The video covers the May 6, 2025 pre-market analysis, highlighting a strong rally driven by semiconductor earnings and AI demand. Speakers recommend buying Korean memory stocks (Samsung, SK Hynix) due to undervaluation, and identify opportunities in CPU, ASIC, optical, power infrastructure, LNG, robotics, and brokerage sectors. Caution is advised on oil prices and geopolitical risks, but the overall tone is bullish on AI-related themes.

  • Micron surged 11% and the Philadelphia Semiconductor Index rose 4%, boosting global semiconductor sentiment.
  • Samsung Electronics and SK Hynix are repeatedly cited as undervalued relative to US peers with strong earnings.
  • CPU demand (AMD, Intel) is highlighted as a key growth area alongside GPU in AI data centers.
  • Apple's second-sourcing from TSMC to Intel and Samsung foundry is seen as positive for both companies.
  • Korean LNG infrastructure and power equipment stocks benefit from US investment and Chinese substitution.
  • Optical communication stocks (Lumentum, Coherent, Nokia) rally on AI-driven demand and strong guidance.
  • Brokerage and Korea ETF (EWY) are recommended as plays on foreign capital inflow and market re-rating.
  • Robotics (RoboTis, Rainbow Robotics) and glass substrate (Samsung Electro-Mechanics, SKC) are emerging themes.
Trade Ideas
Park Jin-hee Director 1:54
Samsung and Hynix are undervalued buys.
Korean stocks remain the cheapest in the world. Samsung Electronics trades at 5.25x forward P/E and SK Hynix at 4.49x, far below global memory peers like Micron at 8x. This valuation gap will close as earnings continue to surprise, making further upside inevitable.
005930.KS 000660.KS MED
Kim Tae-seong Division Head, Xangle 27:58
Palantir overvalued; avoid or short.
Palantir's high valuation (70-80x P/E) makes it vulnerable despite a strong earnings beat, as other hardware stocks offer better value at 25-30x. The market is rotating away from software to hardware, so Palantir faces headwinds.
PLTR HIGH
Kim Tae-seong Division Head, Xangle 33:56
Intel and AMD benefit from CPU boom.
The AI hardware cycle has broadened beyond GPUs to CPUs, ASICs, and optical interconnects. Demand for servers and data center components is surging. Intel and AMD are direct beneficiaries of the CPU resurgence, with data center revenue growing 57% YoY for AMD.
INTC AMD HIGH
Kim Tae-seong Division Head, Xangle 35:50
ASIC leaders Broadcom and Marvell to gain.
The rise of multiple AI model providers (OpenAI, Anthropic, etc.) increases demand for ASICs. Broadcom and Marvell are top-tier ASIC designers whose customers are expanding rapidly. Their strong backlog and guidance justify ownership despite recent run-ups.
AVGO MRVL MED
Kim Tae-seong Division Head, Xangle 37:06
Semiconductor equipment stocks to buy.
Semiconductor equipment stocks like Applied Materials and Lam Research are essential to the AI buildout. As chip complexity increases, capital spending rises, directly benefiting these suppliers. They are safer plays for those wary of direct chip exposure.
AMAT LRCX MED
Kim Tae-seong Division Head, Xangle 42:11
Optical stocks Lumentum Coherent Nokia
Optical communication companies Lumentum, Coherent, and Nokia are surging on strong earnings and guidance, driven by AI data center demand for optical transceivers.
COHR HIGH
Kim Tae-seong Division Head, Xangle 42:26
Optical stocks Lumentum and Nokia to rise.
Optical communication is a critical bottleneck for AI data centers. Lumentum and Nokia are direct beneficiaries: Lumentum's revenue grew 90% YoY, EPS 300%, and Nokia's stock has doubled in two months. Guidance remains strong, confirming the structural growth story.
NOK LITE HIGH
Kim Tae-seong Division Head, Xangle 46:49
Buy KODEX Semiconductor ETF for diversification.
For investors who are undecided between Samsung and SK Hynix, the KODEX Semiconductor ETF provides diversified exposure to the entire Korean semiconductor ecosystem. It avoids single-stock risk while capturing the sector's strong momentum and undervaluation.
091160.KS MED
Kim Tae-seong Division Head, Xangle 47:28
LS and Doosan holding companies undervalued.
Korean holding companies like LS and Doosan are deeply undervalued relative to their subsidiary values. As their core businesses (power infrastructure, construction) boom, the discount to net asset value should narrow, offering significant upside.
006260.KS 000150.KS LOW
Lee Ju-hyeon Director, Xangle 66:09
LNG investment benefits Korean suppliers
The 295 trillion won US investment in LNG infrastructure, starting with the Louisiana terminal, will benefit Korean steel pipe, fitting, and construction companies such as Nexteel, SeAH Besteel, Seongwang Band, and Taekwang.
092790.KS 014620.KQ 001430.KS MED
Lee Ju-hyeon Director, Xangle 72:00
Chinese inverter ban aids Korean power
The US ban on Chinese inverters will boost Korean power equipment makers LS Electric, HD Hyundai Electric, and SNT Motiv as they replace Chinese market share.
064960.KS 010120.KS 267260.KS MED
Kim Hyeong-cheol CEO, Kim Hyung-chul Research Institute 78:36
Amkor Technology US reshoring beneficiary.
Amkor Technology is one of the few US-based OSAT companies capable of advanced packaging. With the US pushing for domestic semiconductor manufacturing, Amkor is uniquely positioned to benefit from reshoring and increased packaging demand. It is a direct play on US semiconductor sovereignty.
AMKR MED
Kim Hyeong-cheol CEO, Kim Hyung-chul Research Institute 83:00
Brokerage stocks benefit from foreign inflow
Foreign direct investment accounts (IBKR) will drive increased trading and revenue for Korean brokerages, with Samsung Securities and Mirae Asset Securities as prime beneficiaries.
016360.KS 006800.KS MED
Kim Hyeong-cheol CEO, Kim Hyung-chul Research Institute 89:00
Hanmi and Eo Technics equipment plays.
Hanmi Semiconductor and Eo Technics are key equipment suppliers for advanced semiconductor processes. As the industry shifts to finer nodes and new packaging technologies, these companies will see sustained demand growth. Their valuations remain reasonable relative to global peers.
039030.KQ 042700.KS MED
Lee Kwon-hee CEO, Economist 102:33
Korea ETF EWY undervalued
The iShares MSCI Korea ETF (EWY) is cheap as KOSPI trades at 7x forward PER, and global funds will continue flowing into Korea due to its semiconductor dominance.
EWY MED
Oh Hyun-jin Team Lead 148:17
Glass substrate stocks rally
Glass substrate technology for AI data centers is becoming mainstream, benefiting Samsung Electro-Mechanics, SKC, HB Technology, and Philoptics as key suppliers.
078150.KQ 009150.KS 011790.KS 161580.KQ MED
Oh Hyun-jin Team Lead 163:22
Kia undervalued auto stock with upside.
Kia is attractively valued at 7-8x forward P/E with hidden assets like Boston Dynamics stake. While other sectors have rallied, autos have lagged. The stock is near technical support and could rebound once semiconductor leadership pauses.
000270.KS MED
Oh Hyun-jin Team Lead 163:48
Auto stocks Hyundai Kia Mobis cheap
Hyundai Motor, Kia, and Hyundai Mobis are undervalued compared to global peers and have potential upside from robotics spin-offs and Boston Dynamics listing.
012330.KS 005380.KS MED
Oh Hyun-jin Team Lead 168:01
GKL and Paradise near bottom for rebound.
Grand Korea Leisure and Paradise have been beaten down due to competition from Lotte Tour Development and poor hold rates. However, tourist inflows remain strong, and hold rates are cyclical. Both stocks are near bottom and could rebound once their hold rates normalize.
034230.KQ 114090.KS LOW
Oh Hyun-jin Team Lead 178:52
Robotis and Rainbow Robotics have potential.
Robotics is the next growth catalyst. Korea is the logical hardware partner for US robotics software given US-China tensions. Robotis is launching a low-cost humanoid robot, and Rainbow Robotics remains a key player. The sector is setting up for a major cycle.
108490.KQ 277810.KQ LOW
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This 815 Money Talk (815머니톡) video, published May 06, 2026, features Park Jin-hee, Kim Tae-seong, Lee Ju-hyeon, Kim Hyeong-cheol, Lee Kwon-hee, Oh Hyun-jin discussing 005930.KS, 000660.KS, PLTR, INTC, AMD, AVGO, MRVL, AMAT, LRCX, COHR, NOK, LITE, 091160.KS, 006260.KS, 000150.KS, 092790.KS, 014620.KQ, 001430.KS, 064960.KS, 010120.KS, 267260.KS, AMKR, 016360.KS, 006800.KS, 039030.KQ, 042700.KS, EWY, 078150.KQ, 009150.KS, 011790.KS, 161580.KQ, 000270.KS, 012330.KS, 005380.KS, 034230.KQ, 114090.KS, 108490.KQ, 277810.KQ. 20 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Jin-hee, Kim Tae-seong, Lee Ju-hyeon, Kim Hyeong-cheol, Lee Kwon-hee, Oh Hyun-jin  · Tickers: 005930.KS, 000660.KS, PLTR, INTC, AMD, AVGO, MRVL, AMAT, LRCX, COHR, NOK, LITE, 091160.KS, 006260.KS, 000150.KS, 092790.KS, 014620.KQ, 001430.KS, 064960.KS, 010120.KS, 267260.KS, AMKR, 016360.KS, 006800.KS, 039030.KQ, 042700.KS, EWY, 078150.KQ, 009150.KS, 011790.KS, 161580.KQ, 000270.KS, 012330.KS, 005380.KS, 034230.KQ, 114090.KS, 108490.KQ, 277810.KQ