July 27, 2026 Full Morning Broadcast: New York Stocks Mixed Amid Semiconductor Sell-Off; Impact of San Francisco AI Declaration?

[July 27, 26 AM Broadcast Full View] New York Stock Market Mixed Close Amid Semiconductor-Focused Selling... Impact of 'San Francisco AI Declaration'?
Watch on YouTube ↗  |  July 27, 2026 at 03:15  |  6:07:11  |  3PRO TV (삼프로TV)
Speakers
Lee Kwon-hee — CEO, Economist
Park Myung-seok — Curator
Baek Hoon-jong — CEO, SmashFi
So Hyeon-cheol — Adjunct Professor, Sangji University

Summary

This Sampro TV morning briefing covers a mixed New York session with heavy semiconductor profit-taking, the market impact of the San Francisco AI Summit, and the Changxin Memory IPO. Guest experts argue that Korean semiconductor and AI-related stocks are extremely undervalued, highlight massive new partnership deals for Samsung, SK hynix, Naver, and SK Telecom, and suggest the KOSPI is near a bottom. Additional segments discuss Bitcoin, crypto equities, and the growth outlook for Korean defense and shipbuilding.

  • New York stocks mixed; semiconductors sold off sharply on capex anxiety despite strong earnings.
  • San Francisco AI Summit revealed mega-deals: Samsung $290B Broadcom pact, SK hynix $1.08T Nvidia supply, Naver $10B AI data center commitment.
  • Changxin Memory (CXMT) IPO surged 400%, temporarily siphoning semiconductor liquidity.
  • Lee Kwon-hee argues semis have the best free cash flow globally and are dirt-cheap at 5.5x PER; advises buying Samsung, SK hynix, Micron now.
  • Naver's Nvidia/Brookfield investment is called transformational, while SK Telecom is repositioned as an AI infra play.
  • Park Myung-suk notes existing data center REITs like Equinix and Digital Realty are winning as new builds stall.
  • KOSPI at 5.6x PER with higher lows forming; experts view it as a basing opportunity.
  • Korean shipbuilders and defense stocks seen entering a supercycle with little downside noise.
  • Crypto segment presents Bitcoin and leveraged equity plays MSTR and Metaplanet as buys for the next upcycle.
  • Geopolitical risk (US-Iran) and FOMC are the main near-term wildcards.
Ideas
Park Myung-seok Curator 36:14
Existing data center REITs are winners
As AI data center construction faces obstacles (NIMBY, high financing costs, supply chain delays), companies that already own and operate data centers benefit directly. Equinix and Digital Realty stocks surged about 10% while semis and hyperscalers struggled. These existing facility owners are capturing the AI demand without the building pain.
EQIX DLR MED
Lee Kwon-hee CEO, Economist 61:54
Buy semis with best FCF, deeply undervalued
Semiconductor companies have the strongest free cash flow in the world, while hyperscalers are burning cash and facing rising debt costs. The current sell-off is a temporary correction driven by capex fears, not fundamentals. Major semis (Samsung Electronics, SK hynix, Micron) are extremely cheap with PER around 5.5x and 40%+ drawdowns. Strong AI-driven demand for HBM and memory persists, with supply still tight. Market is overreacting; investors should buy these semis before the turnaround.
000660.KS 005930.KS MU HIGH
Lee Kwon-hee CEO, Economist 65:33
KOSPI at 5.6x PER, near major bottom
The KOSPI has crashed to a trailing PER of about 5.6x, near historical extremes. Technical charts show higher lows forming, suggesting a bottom is being built. Major events this week (semiconductor earnings, FOMC) could confirm the low. It is time to start accumulating Korean equities broadly at these deeply discounted levels.
EWY MED
Lee Kwon-hee CEO, Economist 69:25
SK Telecom becomes AI infra play
SK Telecom is evolving from a pure telecom into an AI infrastructure player. It is building large-scale data centers with Nvidia (2GW), AWS, and Anthropic, and integrating AI into its cloud services. These new growth engines are underappreciated and could re-rate the stock from its traditional telecom multiple.
017670.KS MED
Lee Kwon-hee CEO, Economist 70:33
Naver's $10B AI deal transforms value
Naver has secured a massive $10 billion AI data center investment commitment from Nvidia and Brookfield, equivalent to about half of Naver's market cap. This is a transformative event that validates Naver's AI cloud strategy and could dramatically re-rate the stock. Additionally, a regulatory hurdle for the Dunamu merger may soon be resolved, adding further upside.
035420.KS HIGH
So Hyeon-cheol Adjunct Professor, Sangji University 240:00
Noiseless Korean shipbuilding/defense boom ahead
Global rearmament and US Navy modernization are creating a supercycle for Korean shipbuilding and defense. Warship orders are rising, and Korea's advanced submarine and destroyer technology makes it the go-to supplier. Shipbuilding is the noiseless sector, much like HBM a year ago. Major defense and shipyard stocks are set for sustained multi-year growth.
042660.KS 012450.KS 329180.KS 047810.KS MED
Baek Hoon-jong CEO, SmashFi 341:13
Bitcoin is accumulating, buy for upcycle
Bitcoin is in a prolonged accumulation phase, with limited remaining downside. The structural tailwinds (loose monetary policy, limited supply) remain intact. Even as stocks correct, Bitcoin is attracting sideways buying. The upcoming upcycle will reward patient investors; now is a good zone to accumulate.
BTC HIGH
Baek Hoon-jong CEO, SmashFi 361:39
Buy MSTR and Metaplanet for BTC leverage
In the next Bitcoin upcycle, leveraged treasury companies will significantly outperform. MicroStrategy (MSTR) remains the dominant leader with the largest Bitcoin holdings and innovative perpetual preferred financing. Metaplanet in Japan is a strong second with a similar model and recent acquisition of a securities firm to expand its financial products. Both will attract massive capital when Bitcoin turns up.
MSTR 3350.T MED
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This 3PRO TV (삼프로TV) video, published July 27, 2026, features Park Myung-seok, Lee Kwon-hee, So Hyeon-cheol, Baek Hoon-jong discussing EQIX, DLR, 000660.KS, 005930.KS, MU, EWY, 017670.KS, 035420.KS, 042660.KS, 012450.KS, 329180.KS, 047810.KS, BTC, MSTR, 3350.T. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Lee Kwon-hee, So Hyeon-cheol, Baek Hoon-jong  · Tickers: EQIX, DLR, 000660.KS, 005930.KS, MU, EWY, 017670.KS, 035420.KS, 042660.KS, 012450.KS, 329180.KS, 047810.KS, BTC, MSTR, 3350.T