Name: NVIDIA's 700 Trillion Won AI Funds Headed to Semiconductors... Samsung-SK Hynix Restarting? | Myeong Min-jun, Park Ga-young, Yoo Chang-hee [Stock Beginner Rescue Team]
Uploaded: 2026-08-12T12:30:07+00:00
Duration: 3400 s

Speakers

Yoo Chang-hee — CEO

Myung Min-jun — Host

Summary

Yoo Chang-hee, CEO of Usdaq, presents a bullish outlook on Korean equities, with a core focus on SK Hynix and Samsung Electronics as AI semiconductor demand remains strong. He sees positive technical setups in cosmetics stocks and SPG (robotics), while highlighting LG Electronics' physical AI potential. He monitors biotech for a rate-driven rally and expects KOSPI to catch up with KOSDAQ's rebound, supported by massive AI infrastructure funding from NVIDIA and Temasek.

SK Hynix and Samsung Electronics are bottoming with upward momentum, driven by sustained AI memory demand.
Korean cosmetics stocks (Korea Kolmar, PharmaResearch, Dalba Global) remain in an uptrend with buy-on-dip setups.
SPG (robotics) is forming a bullish consolidation pattern with a breakout target of 140,000 KRW.
LG Electronics holds unique manufacturing data valuable for physical AI and could benefit from its NVIDIA collaboration.
Alteogen is a key bellwether to watch for a biotech sector rally if rate pressures ease.
Micron Technology is showing higher lows and could stage a significant rebound.
KOSPI is expected to follow KOSDAQ higher, supporting a broad Korean equity rebound.

Ideas

Yoo Chang-hee CEO 3:30

SK Hynix bottom confirmed, strong buy.

SK Hynix has already seen its worst drawdown. Its bottom is in, and it is resuming an uptrend supported by strong AI memory demand and improving market sentiment. The speaker holds a large position and expects further gains, advising against selling prematurely.

Yoo Chang-hee CEO 5:02

Korean indices rising, KOSPI catching up.

KOSDAQ bottomed at the end of July and has been rebounding, leading the market by about three weeks. KOSPI, which started correcting later, will follow KOSDAQ higher. The two indices are expected to rise together rather than rotating away from each other, so holding positions and buying with cash is the right approach.

Yoo Chang-hee CEO 9:43

Korean cosmetics uptrend continues, buy pullbacks.

Korean cosmetics stocks remain in a sustained uptrend. Korea Kolmar broke a 11-year historical high, Dalba Global's long upper shadow is not necessarily bearish, and PharmaResearch can climb to 500,000 KRW. Corrections to the 5-day moving average offer buying opportunities.

Yoo Chang-hee CEO 15:44

Watch Alteogen for biotech sector rally.

If the US CPI print is benign, falling interest rate expectations could trigger a rally in rate-sensitive Korean biotech names. Alteogen is the key bellwether to watch; if it can hold up and break out, the whole biotech sector may gain momentum.

Yoo Chang-hee CEO 16:30

SPG breakout to 140,000 won likely.

SPG, a robotics-related stock, is building a healthy sideways consolidation after an initial up-move. This pattern suggests accumulation, and a breakout from this range can send the stock back to the May high of 140,000 KRW.

Yoo Chang-hee CEO 17:34

Samsung breakout targets 280,000 won.

Samsung Electronics is showing a bullish chart pattern with a gap-up being reinterpreted as a strong bullish candle. A breakout above the 260,000 KRW resistance can propel the stock toward the 60-day moving average around 280,000 KRW. The heavy weight of the stock does not invalidate the technical setup.

Yoo Chang-hee CEO 42:12

Micron higher lows, potential rebound.

Micron Technology has been trading sideways and forming higher lows, building energy for a potential breakout. The speaker believes the path of least resistance is upward and that Micron could eventually reach $1,000 per share.

Yoo Chang-hee CEO 49:08

LG Electronics physical AI data advantage.

LG Electronics has unique manufacturing data from 15 global factories, which is essential for physical AI and robotics. Its collaboration with NVIDIA on robotics and dark factories gives it a long-term edge. The stock has corrected enough, making it an accumulation candidate for the long term.

NVIDIA's 700 Trillion Won AI Funds Headed to Semiconductors... Samsung-SK Hynix Restarting? | Myeong Min-jun, Park Ga-young, Yoo Chang-hee [Stock Beginner Rescue Team]

Summary

Ideas

Up Next