Micron's Strong Earnings Amidst Mixed New York Stock Market Close...Oil Prices Rise, Apple Plunges, Why?

[26.06.26 Morning Broadcast Full View] Micron's Strong Earnings Amidst Mixed New York Stock Market Close...Oil Prices Rise, Apple Plunges, Why?

Watch on YouTube ↗ | June 26, 2026 at 03:18 | 6:14:26 | 3PRO TV (삼프로TV)

Speakers

Lee Seon-yeop — CEO, AFW Partners

Park Byeong-chang — Director, MP Partners

Yoon Jeong-sik — Managing Director

Mok Dae-gyun — CEO, KGCI Asset Management

Lee Hyuk-jin — Reporter, The Bell

Kim Jae-hee — Editor-in-Chief, Crypto Plus

Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Park Myung-seok — Curator

Summary

The video discusses the extreme polarization in the stock market, heavily driven by the semiconductor sector, particularly Samsung Electronics and SK Hynix. Experts analyze the impact of Micron's stellar earnings, the rise of single-stock leveraged ETFs in Korea, and the potential for a broader market rotation. Additionally, the panel touches on the real estate market's supply issues and the recent struggles of Bitcoin and MicroStrategy.

Micron's better-than-expected earnings and long-term contracts reinforce the memory semiconductor supercycle.
Korean market volatility is exacerbated by massive capital inflows into single-stock leveraged ETFs for Samsung Electronics and SK Hynix.
SK Hynix's upcoming US ADR listing is expected to reduce the 'Korea discount' and trigger a valuation rerating.
Hyundai Motor's stock has dropped due to delayed realization of robotics earnings, but experts view it as deeply oversold.
MicroStrategy faces investor skepticism as its stock premium collapses alongside Bitcoin's recent price correction.
The Korean real estate market is experiencing a severe shortage of jeonse properties, driving up rental prices.

Ideas

Lee Seon-yeop CEO, AFW Partners 66:40

Ignore volatility and hold memory semiconductor stocks.

The current market is a super bull market driven by structural growth in AI and memory semiconductors. Despite extreme daily volatility and concerns about peak earnings, the actual earnings are exceeding expectations, and the shift to long-term contracts (SCA) increases earnings stability, justifying a higher valuation multiple. Investors should ignore the volatility and hold their semiconductor positions.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 111:08

Watch for emerging AI data center themes.

Massive investments are being planned for AI data centers in Korea, such as GS Group's 1.2GW project. This will drive demand for power infrastructure, renewable energy, and related construction. Investors should watch for emerging AI data center theme stocks as these projects materialize.

Park Byeong-chang Director, MP Partners 131:22

Hold AI semis, power, and dividend stocks.

AI semiconductors, power equipment, and high dividend stocks remain core structural growth and stable yield sectors. While it is prudent to take some profits after a massive run-up, these sectors should still be held for further gains as the AI innovation cycle continues.

Yoon Jeong-sik Managing Director 184:45

Hyundai Motor will rise on robotics potential.

Hyundai Motor's stock has dropped significantly because the market cannot yet accurately measure or assign a valuation to its robotics business. However, its core auto business is doing well with increasing market share and strong cash flow. Ultimately, AI's endpoint is robotics, and Hyundai is the domestic leader. The stock will eventually surpass its previous highs once robot mass production begins.

Yoon Jeong-sik Managing Director 194:14

Semiconductor equipment stocks are poised to rise.

Semiconductor equipment stocks have been neglected despite the boom in memory makers. However, with Samsung and SK Hynix planning massive long-term fab investments, equipment orders will be sustained for a decade. It is time to pay attention to equipment makers like Wonik IPS and PSK as they are poised to rise.

Yoon Jeong-sik Managing Director 205:21

NAVER has solid earnings but lacks momentum.

NAVER's earnings are improving, and its commerce business is recovering. However, the stock is struggling because it hasn't shown the explosive AI-driven growth the market demands. While it is unlikely to break down continuously due to solid earnings, the supply and demand dynamics are unfavorable, making it a stock to watch rather than aggressively buy.

Mok Dae-gyun CEO, KGCI Asset Management 247:05

US pharma is a good defensive hedge.

If inflation remains sticky and interest rates stay high or rise, it could threaten the funding for AI capex, shaking the current tech leadership. In such a scenario, investors will rotate into defensive sectors. US pharmaceutical stocks have been beaten down the most among defensives, making them an attractive hedge against macro volatility.

Lee Hyuk-jin Reporter, The Bell 267:53

Hyundai Motor Group is in oversold territory.

Hyundai Motor Group stocks have touched the lower envelope of the oversold territory twice, similar to the panic selling levels seen in mid-2022. They have fallen to a level where it is difficult to drop further unless there is a systemic risk, making them an attractive target for a rebound.

Kim Jae-hee Editor-in-Chief, Crypto Plus 324:48

Avoid MicroStrategy due to collapsing premium.

MicroStrategy's premium to its net asset value is collapsing, and its stock price is falling alongside Bitcoin. The company's issuance of convertible notes to buy Bitcoin is putting pressure on its capital structure. The loss of investor trust and the lack of a clear strategy to address the falling premium make it a risky hold.

Up Next

Semiconductor Money to Real Estate? H2 Real Estate Outlook_26.06.26. | Jeong Bohyeon, Kim Jiyeon, Yeo Doeun, Heo Jaemu [Morning N Investment]

3PRO TV (삼프로TV) · Jun 26

MSTR, STRC, and BTC: Vinny Lingham on What Just Broke

Unchained (Chopping Block) · Jun 26

The MicroStrategy Endgame... - Rekt Mando

Thread Guy · Jun 26

Will Samsung Electronics' Q3 earnings save the market?_26.06.26. | Lee Hyeok-jin, Yeo Do-eun, Heo Jae-mu [Morning N Investment]

3PRO TV (삼프로TV) · Jun 26

Samsung's 1000 Trillion Won Investment Over 10 Years! Which Stocks Will Benefit Most? / The Real Reason JPMorgan Called KOSPI 15000 (Samsung Electronics) Director Lee Ju-yeon

815 Money Talk (815머니톡) · Jun 26

This 3PRO TV (삼프로TV) video, published June 26, 2026, features Lee Seon-yeop, Kwon Soon-woo, Park Byeong-chang, Yoon Jeong-sik, Mok Dae-gyun, Lee Hyuk-jin, Kim Jae-hee discussing 005930.KS, 000660.KS, SMH, AI Data Centers, Power equipment, AI Semiconductors, High Dividend Stocks, 005380.KS, 240810.KQ, 319660.KQ, 035420.KS, XLV, Hyundai Motor Group, MSTR. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Seon-yeop, Kwon Soon-woo, Park Byeong-chang, Yoon Jeong-sik, Mok Dae-gyun, Lee Hyuk-jin, Kim Jae-hee · Tickers: 005930.KS, 000660.KS, SMH, AI Data Centers, Power equipment, AI Semiconductors, High Dividend Stocks, 005380.KS, 240810.KQ, 319660.KQ, 035420.KS, XLV, Hyundai Motor Group, MSTR