New York Stock Market Closes Down Amid Falling Oil Prices and Interest Rates... Extreme Intraday Volatility, Why?

[June 10, 26 AM Broadcast Full View] New York Stock Market Closes Down Amid Falling Oil Prices and Interest Rates...Extreme Intraday Volatility, Why?

Watch on YouTube ↗ | June 10, 2026 at 03:14 | 6:07:56 | 3PRO TV (삼프로TV)

Speakers

Park Myung-seok — Curator

Kim No-ko — Analyst

Park Byeong-chang — Director, MP Partners

Park Ji-hoon — Director, Asset Management Consulting Dept., NH Investment & Securities

Kim Yo-jin — Ph.D., ShinYoung Securities

Park Sung-hee — Editor

Summary

On June 10, 2026, Korean financial broadcasters analyze a volatile U.S. session with sharp intraday swings, falling oil, and lower rates. Despite macro noise and geopolitical risks, several speakers provide specific long ideas in Korean semiconductors, equipment, electronics, cosmetics, and gold, while cautioning on shipbuilding and CoreWeave.

U.S. markets closed down after extreme intraday volatility, with no single clear trigger.
Gold and silver discussed for short- and long-term trading opportunities.
CoreWeave avoided due to heavy insider selling and weak price action.
Memory stocks Samsung Electronics and SK hynix strongly recommended on LPDDR shortage and earnings upgrades.
Korean semiconductor equipment names (Joosung Engineering, Wonik IPS, PSK, Yujin Tech, TES) seen as direct beneficiaries of memory capex.
Samsung Electro-Mechanics highlighted for MLCC and FC-BGA mega cycle.
Smaller substrate/MLCC plays Daeduck Electronics, Haesung DS, and Amotech recommended with specific catalysts.
Cosmetics exporters Amorepacific and Dalba Global favored on record export data and Q2 earnings surprise.

Ideas

Park Myung-seok Curator 3:31

CoreWeave insiders selling heavily, stock weak.

Insiders sold more than $2.3 billion worth of shares even as the stock doubled, and the stock is gradually drifting lower, indicating bearish sentiment and weak price action.

Park Myung-seok Curator 7:17

Gold bullish despite short-term weakness.

Gold has broken below its 200-day moving average and shows short-term weakness, but the speaker believes it will eventually recover and rise again, and is maintaining a long position.

Park Myung-seok Curator 7:45

Silver range trade between $60 and $66.

Silver is currently trading around $65, and the speaker sees short-term trading opportunities by purchasing near $60 and selling around $66, given silver's real value below $60 and overvaluation above $80.

Park Myung-seok Curator 47:44

Bitcoin positive signals remain, target $150,000.

Bitcoin ETF inflows have been sustained, Bernstein maintains a year-end target of $150,000, and there are still positive signals despite short-term market volatility, suggesting a bullish outlook.

Kim No-ko Analyst 246:21

Memory super cycle: buy Samsung and SK hynix.

Memory chip prices, especially LPDDR, are surging far beyond expectations due to AI server CPU demand from Nvidia. The supply shortage will keep DRAM prices strong, leading to ongoing earnings upgrades for Samsung Electronics and SK hynix, so buy on every dip.

Park Byeong-chang Director, MP Partners 261:00

Korean semiconductor equipment stocks in strong uptrend.

SK hynix plans to double DRAM output by 2030, and Samsung is expanding packaging facilities, requiring massive equipment investment. Semiconductor front-end equipment stocks are trending very strongly, with valuations supported by a prolonged capex cycle and equipment bottlenecks.

Park Byeong-chang Director, MP Partners 274:00

Samsung Electro-Mechanics mega cycle still early.

Samsung Electro-Mechanics is entering a historic mega cycle for MLCCs and substrates (FC-BGA), driven by Nvidia and AI servers. The company’s earnings are set to rise sharply to over 4-5 trillion won in the coming years, justifying its valuation. A new 2x leveraged ETF in the U.S. will also attract capital.

Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 278:00

Undervalued substrate/MLCC small-caps with catalysts.

Daeduck Electronics is expanding its FC-BGA capacity; Haesung DS is well-positioned in lead frames and substrates for automotive semiconductors; Amotech recently secured a supply deal with Marvell and is issuing new shares to fund capex, making these undervalued plays on the MLCC/substrate cycle.

Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 298:05

Korean cosmetics exports surging, buy AP and Dalba.

Korean cosmetics exports are hitting record highs, driven by strong demand in the U.S. and Europe. AP (Amorepacific) and Dalba Global are the preferred picks due to their own brands and accelerating export growth, with June expected to set a new record, driving Q2 earnings surprise.

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3PRO TV (삼프로TV) · Jun 10

This 3PRO TV (삼프로TV) video, published June 10, 2026, features Park Myung-seok, Kim No-ko, Park Byeong-chang, Park Ji-hoon discussing CoreWeave, GLD, SILVER, BTC, 000660.KS, 005930.KS, 주성 엔지니어링, PSK, WONIKIPS, 유진테크, 테스, 009150.KS, 해성DS, 대덕전자, 아모텍, 090430.KS, 389020. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Kim No-ko, Park Byeong-chang, Park Ji-hoon · Tickers: CoreWeave, GLD, SILVER, BTC, 000660.KS, 005930.KS, 주성 엔지니어링, PSK, WONIKIPS, 유진테크, 테스, 009150.KS, 해성DS, 대덕전자, 아모텍, 090430.KS, 389020