[26.06.04 Morning Broadcast Full View] New York Stock Market Closes Down Amid Renewed Middle East Tensions...Broadcom Earnings Announcement

Watch on YouTube ↗ | June 04, 2026 at 03:19 | 6:09:31 | 3PRO TV (삼프로TV)

Speakers

Park Myung-seok — Curator

Park Byeong-chang — Director, MP Partners

Lee Hak-ju — Deputy Manager, Hana Securities Wonju Branch

Lee Kwon-hee — CEO, Economist

Kim No-ko — Analyst

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

Summary

The broadcast reviews a correction in US and Korean markets driven by profit-taking and Middle East tensions, but sees continued opportunities in semiconductors, shipbuilding, power equipment, and Naver. Jensen Huang's Korea visit and strong memory cycle support key equity themes.

US and Korean markets fell Tuesday, driven by profit-taking and renewed Middle East concerns.
Korean market saw rotation: tech weakened while shipbuilding and power equipment gained.
Broadcom's 15% after-hours drop is seen as excessive profit-taking, not fundamental.
Jensen Huang's visit boosts Naver as potential NVIDIA cloud partner in Asia.
Memory semiconductor cycle expected to persist through year-end; Samsung and SK hynix outlook positive.
Power equipment stocks corrected 20% but have strong order books; buy-the-dip opportunity.
Bitcoin sold off heavily due to Strategy selling and ETF outflows; capital moving to AI.
Short-term Bitcoin bounce possible based on oversold RSI readings.

Trade Ideas

Park Myung-seok Curator 7:17

Bitcoin oversold, bounce likely soon.

Bitcoin RSI has moved well into oversold territory after a sharp decline, creating a short-term scalping opportunity. A mean-reversion bounce of about 10% could occur within a few days to a week, after which the trend should be re-evaluated.

Park Myung-seok Curator 7:27

Gold support near 200MA watch.

Gold is trading near its 200-day moving average, which has been rising. While a retest or brief break below that level is possible, a breakdown is not expected. The area is worth monitoring for a potential bounce.

Lee Kwon-hee CEO, Economist 73:36

Naver undervalued NVIDIA cloud partner.

Naver is a prime beneficiary of NVIDIA's deepening collaboration in Korea. Jensen Huang highlighted Naver Cloud at GTC, and Naver has both the cloud infrastructure and LLM capabilities to become a key Asian cloud partner like Oracle. The stock remains undervalued relative to its potential re-rating.

Park Byeong-chang Director, MP Partners 148:22

Rotation favors Korean shipbuilding stocks.

As the semiconductor sector takes a breather, money will rotate into shipbuilding, LNG, nuclear and defense stocks. Key beneficiaries include Hyundai Heavy Industries, Samsung Heavy Industries and Hanwha Ocean, which exhibited resilience during the tech pullback.

Lee Hak-ju Deputy Manager, Hana Securities Wonju Branch 215:36

Power equipment oversold, buy leaders.

Power equipment stocks have corrected about 20% but fundamentals remain strong: the US transformer PPI is still rising, order backlogs are growing from AI data centers and grid upgrades, and margins are improving. Hyosung Heavy Industries, LS Electric, Hyundai Electric and Sanil Electric are buys on the dip.

Kim No-ko Analyst 240:17

Memory cycle continues, buy leaders.

The memory semiconductor cycle is extending well into year-end; DRAM and HBM pricing continue to surprise to the upside. Earnings estimates for Samsung Electronics and SK hynix will keep being revised up, supporting their target prices of 430,000 won and 2,750,000 won respectively.

Kim No-ko Analyst 244:30

Semicon equipment oversold, buy.

Semiconductor equipment names (Tes, VM, PSK) have been unjustly sold off due to leverage ETF rotations and KOSDAQ weakness, despite their strong fundamental visibility from DRAM/HBM capacity expansion. These front-end equipment stocks offer a buying opportunity with significant upside.

Up Next

Emergency Countermeasure Meeting.. 'This' You Must Do If KOSDAQ Surges / Don't Be Anxious About Soaring Exchange Rates | CEO Lee Kwon-hee

815 Money Talk (815머니톡) · Jun 04

AI Investment, Is It Too Late If You Only Look At Semiconductors? The Beneficiary Stocks To Focus On Now…_26.06.04. | Park Hyeonji, Yeo Doeun, Heo Jaemu [Morning N Investment]

3PRO TV (삼프로TV) · Jun 04

This Might Be The END Of Bitcoin... [Stream Recap]

Thread Guy · Jun 04

Do you still doubt every time it falls? Just look at TSMC | Lee Hak-joo, Hana Securities Wonju Branch Deputy Manager [Double Crew]

3PRO TV (삼프로TV) · Jun 04

It's Here: How to Break Through the Sector Rotation Market? | Jang Woojin [Double Check]

3PRO TV (삼프로TV) · Jun 04

This 3PRO TV (삼프로TV) video, published June 04, 2026, features Park Myung-seok, Lee Kwon-hee, Park Byeong-chang, Lee Hak-ju, Kim No-ko discussing BTC, GLD, 035420.KS, 329180.KS, 042660.KS, 010140.KS, 298040.KS, 267260.KS, 010120.KS, 062040.KS, 005930.KS, 000660.KS, 095610.KQ, PSK, VM. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Lee Kwon-hee, Park Byeong-chang, Lee Hak-ju, Kim No-ko · Tickers: BTC, GLD, 035420.KS, 329180.KS, 042660.KS, 010140.KS, 298040.KS, 267260.KS, 010120.KS, 062040.KS, 005930.KS, 000660.KS, 095610.KQ, PSK, VM