Samsung Electronics and SK Hynix's Unprecedented Shareholder Return Is Out, But There's No Next Story; I'll Sell When 'This Signal' Appears | Tomorrow's Investment King CEO Kim Dante

Summary

Kim Dante, CEO of Tomorrow's Investment King, discusses the hawkish Fed, Treasury buyback limits, and why long-term Treasury yields are hard to stabilize. He argues US equities are not likely to crash on yields alone and that AI data-center regulation will not stop the AI value chain. On Korean memory, he sees SK Hynix and Samsung Electronics shareholder returns as a floor but no fresh upside catalyst, leaving the stocks rangebound, while he favors AI hardware themes, Korean cosmetics/exporters, and Samyang Foods over domestic-demand names.

• Fed viewed as more hawkish; no near-term stance change expected.
• Treasury buyback seen as limited and not a fundamental fix for long-term yields.
• US equities still resilient near highs; yield issue alone unlikely to cause a crash.
• AI data center regulation not a fundamental blocker; energy shortages matter more.
• SK Hynix and Samsung shareholder returns provide downside support but not a new rally story.
• Sell signal for memory names: good news with weak share-price response.
• Positive on AI hardware substrates and MLCCs, Korean cosmetics, and Samyang Foods; avoid domestic-demand-only stocks.