Goes Up Even as Oil Prices Surge: AI, Semiconductor, and Power Stocks Keep Rising; Characteristics of a Bull Market and How Long It Will Last | CEO Lee Kwon-hee

Goes Up Even With Soaring Oil Prices… AI, Semiconductor, Power Stocks Continue to Rise "Characteristics of a Bull Market, How Long Will It Last?" | CEO Lee Gwon-hee
Watch on YouTube ↗  |  April 30, 2026 at 03:05  |  24:20  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses a market where oil spiked on Hormuz blockade fears and rates rose, but AI, semiconductor, and power stocks continued to lead. He highlights Alphabet, AI data center capex, memory/storage semis, fuel cells, and Korean power equipment/transformers. He also sees the Korean bull market continuing while leading sectors and leaders hold, and comments on robotics, NAVER, Doosan Enerbility, and defense flows.

  • Oil surged to around $108 on fears of a prolonged Hormuz blockade, pressuring rates and the won.
  • Strong big-tech earnings and rising AI capex support the AI data center infrastructure theme.
  • US market leadership remains concentrated in semiconductors and AI memory/storage names.
  • Data center power demand supports fuel cells, including Bloom Energy and Doosan Fuel Cell.
  • Korean power equipment and transformer names such as LS Electric, Hyundai Electric, Je-Ryung Electric, Sanil Electric, and Daehan Electric Wire were discussed.
  • Robotics names Rainbow Robotics and Robotis were highlighted on KOSDAQ.
  • The Korean bull market is seen continuing while leading sectors and leaders hold, with a warning not to sell trend leaders too early.
  • Other topics included NAVER, Doosan Enerbility, defense flows, and a major shareholder block sale.
Ideas
Lee Kwon-hee CEO, Economist 0:22
Hormuz blockade risk keeps oil elevated
Oil spiked to around $108 as Trump warned that the Hormuz blockade could last for months, keeping the geopolitical supply-risk setup active and adding upward pressure on oil and rates.
WTI MED
Lee Kwon-hee CEO, Economist 8:22
Alphabet is top US pick
Alphabet is his top single US stock pick because its earnings beat was driven by AI investment benefits and guidance was exceeded, showing that AI monetization is working.
GOOGL HIGH
Lee Kwon-hee CEO, Economist 8:33
Data center power favors fuel cells
Data center power demand is making fuel cells stand out; Bloom Energy surged about 27% and Doosan Fuel Cell keeps hitting highs on domestic orders, with potential US entry as a further catalyst.
BE 336260.KS HIGH
Lee Kwon-hee CEO, Economist 9:06
AI memory drives semiconductor leadership
The US market is being led narrowly by semiconductors, with AI memory and storage demand evident in the DRAM ETF, Micron, Seagate's earnings-driven jump, and SanDisk's rally ahead of results.
SMH DRAM MU STX SNDK HIGH
Lee Kwon-hee CEO, Economist 12:08
AI data center capex keeps rising
Google, Meta, Amazon, and Microsoft all reported strong results and continue to raise capex; hyperscalers cannot stop investing because AI leadership is existential, supporting the AI data center infrastructure theme.
AI Data Center Infrastructure HIGH
Lee Kwon-hee CEO, Economist 13:52
Foreigners favor Korean defense stocks
Foreign and institutional buying shows defense is viewed favorably in Korea, with Hyundai Rotem among the defense names being bought.
064350.KS LOW
Lee Kwon-hee CEO, Economist 17:43
Robotics theme led by two picks
Robotics is a highlighted KOSDAQ theme; he picks only Rainbow Robotics and Robotis, with SPG also likely to benefit as a robot component play.
277810.KQ 108490.KQ 058610.KQ MED
Lee Kwon-hee CEO, Economist 18:32
Doosan Enerbility chart steadily improves
Doosan Enerbility is climbing steadily rather than spiking, which is a healthier chart, and it is linked to the power, fuel-cell, and data center theme.
034020.KS MED
Lee Kwon-hee CEO, Economist 19:17
NAVER AI investment can pay off
NAVER's revenue beat but operating profit fell due to GPU purchases; excluding that, earnings were better, and the company can use its AI and GPU investment to sell services to mid-sized companies, so he trusts management to execute.
035420.KS MED
Lee Kwon-hee CEO, Economist 20:29
Korean power equipment leaders stay strong
Power equipment remains a leading sector; LS Electric continues to rise and Hyundai Electric is also strong, benefiting from ongoing AI, data center, and grid power demand.
010120.KS 267260.KS MED
Lee Kwon-hee CEO, Economist 20:51
Je-Ryung US orders are recovering
Je-Ryung Electric had lagged because US sales shifted to mid/large transformers, but reports now indicate US orders are increasing again, so the stock has started to move.
033100.KQ MED
Lee Kwon-hee CEO, Economist 22:01
Sanil expansion supports transformer growth
He has repeatedly highlighted Sanil Electric; the earlier concern about no capacity expansion is being resolved as expansion begins, and it has special transformer and shipbuilding exposure with relatively inexpensive valuation.
062040.KS MED
Lee Kwon-hee CEO, Economist 22:51
Record earnings validate Daehan Electric Wire
Although he had called it expensive, Daehan Electric Wire rose further after reporting record quarterly earnings, reinforcing the AI and data center power demand story.
001440.KS MED
Lee Kwon-hee CEO, Economist 23:31
Bull market continues while leaders hold
The bull market can continue while leading sectors and their leaders hold; investors should not sell stocks riding the 5-day line, and Samsung Electro-Mechanics is an example of a leader that keeps going after consolidation.
EWY MED
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This 815 Money Talk (815머니톡) video, published April 30, 2026, features Lee Kwon-hee discussing WTI, GOOGL, BE, 336260.KS, SMH, DRAM, MU, STX, SNDK, AI Data Center Infrastructure, 064350.KS, 277810.KQ, 108490.KQ, 058610.KQ, 034020.KS, 035420.KS, 010120.KS, 267260.KS, 033100.KQ, 062040.KS, 001440.KS, EWY. 14 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: WTI, GOOGL, BE, 336260.KS, SMH, DRAM, MU, STX, SNDK, AI Data Center Infrastructure, 064350.KS, 277810.KQ, 108490.KQ, 058610.KQ, 034020.KS, 035420.KS, 010120.KS, 267260.KS, 033100.KQ, 062040.KS, 001440.KS, EWY