[#RealMarket] A Day of Exploding FOMO, I Even Considered LG Electronics Limit Up "How Long Will KOSDAQ's Plunge Last?" | CEO Kim Dong-yeop

Summary

CEO Kim Dong-yeop analyzes the extreme polarization in the Korean stock market, where only large-cap group stocks and AI-related names are rising while KOSDAQ plunges. He attributes the rally to Jensen Huang's upcoming visit, which drives FOMO into LG, Hyundai, and other groups. He advises focusing on top conglomerate affiliates and stocks with direct NVIDIA or AI hardware exposure, expecting the compression to continue for another 1-2 weeks before a possible rotation.

• KOSPI hit new highs while KOSDAQ fell heavily, showing extreme market polarization.
• Jensen Huang's visit next week is the biggest catalyst, driving rallies in LG, Hyundai, and other groups.
• Samsung Electronics regained momentum with H4 memory sample news.
• Single-stock ETFs and concentrated AI semiconductor ETFs are attracting massive inflows.
• KOSDAQ's decline may reverse in the second half of June, but timing is uncertain.
• Stocks like Nota (NVIDIA partner), Doosan Robotics, and Samsung Electro-Mechanics are highlighted as beneficiaries.
• Speaker recommends targeting affiliates of the top 4-5 conglomerates as the main strategy.
• The market is described as a 'compression market' where only about 50 stocks are rising out of 2,500.