NVIDIA's Strong Earnings, AI H/W Rally...Trump: "Iran More Important Than Son's Wedding" [Wall Street Newsletter]

Watch on YouTube ↗  |  May 21, 2026 at 22:15  |  42:27  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator

Summary

The video covers a broad market update following NVIDIA's earnings, highlighting a rotation within semiconductors and a strong AI hardware rally. Key themes include the impact of geopolitical developments (Iran) on oil and rates, the looming SpaceX IPO and its effect on space stocks, and a major government investment in quantum computing. The overarching message is that AI hardware remains the dominant market leadership theme.

  • NVIDIA earnings were solid but the stock fell, while other AI hardware stocks rallied.
  • ARM surged 16% on CPU market expansion from NVIDIA's Vera.
  • Memory stocks like Micron rose on continued AI demand for DRAM.
  • Blu Energy and Nebius rallied on AI hardware partnership momentum.
  • Trump administration announced $2B investment in 9 quantum computing firms.
  • SpaceX IPO filing details revealed negative free cash flow, raising concerns.
  • EchoStar and Rocket Lab dropped on competitive fears from SpaceX.
  • Market remains cautious ahead of large IPOs from SpaceX, OpenAI, and Anthropic.
Trade Ideas
Park Myung-seok Curator 4:10
Space stocks vulnerable to SpaceX IPO.
SpaceX's upcoming IPO is causing liquidity concerns and competitive pressure on existing space stocks like EchoStar and Rocket Lab. EchoStar's 9% drop and Rocket Lab's weakness suggest these names are vulnerable to further selling as SpaceX dominates the narrative.
SATS RKLB MED
Park Myung-seok Curator 28:22
NVIDIA earnings strong, leader intact.
NVIDIA's earnings were solid, networking offset the small miss, and the company remains the clear leader in AI hardware. The stock's pullback is temporary and not a reflection of any fundamental weakness.
NVDA HIGH
Park Myung-seok Curator 31:57
Memory demand from NVIDIA drives Micron.
Memory semiconductor demand is structurally growing as NVIDIA requires more memory for its next-generation GPUs (Blackwell, Rubin). Micron is a direct beneficiary of this trend, as evidenced by its 4% rise on the day.
MU MED
Park Myung-seok Curator 32:06
ARM benefits from CPU expansion.
ARM is the key beneficiary of the CPU market expansion driven by NVIDIA's Vera CPU and the broader adoption of ARM-based architectures in servers and custom chips. As CPU demand grows, ARM's IP licensing revenue will increase.
ARM HIGH
Park Myung-seok Curator 32:54
AI hardware partners rally on sector momentum.
Blu Energy and Nebius are riding the AI hardware wave. Their partnership and the overall positive sentiment in the AI hardware sector are driving strong rallies (Blu Energy +9%, Nebius +14%).
Blu Energy NBIS MED
Park Myung-seok Curator 34:06
Government investment boosts quantum stocks.
The Trump administration announced a $2 billion investment in nine quantum computing companies, including IBM, GlobalFoundries, IonQ, and Rigetti. This policy-driven catalyst is a clear positive for the quantum computing sector.
GFS IBM IONQ RGTI HIGH
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This 3PRO TV (삼프로TV) video, published May 21, 2026, features Park Myung-seok discussing SATS, RKLB, NVDA, MU, ARM, Blu Energy, NBIS, GFS, IBM, IONQ, RGTI. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok  · Tickers: SATS, RKLB, NVDA, MU, ARM, Blu Energy, NBIS, GFS, IBM, IONQ, RGTI