May 19 #BeforeMarketOpen Trump postpones Iran attack.. Nasdaq falls on rising oil prices, US Treasury yields / Semiconductor stocks plummet on Seagate announcement and industry peak-out concerns

[May 19 #BeforeMarketOpen] Trump postpones Iran attack.. Nasdaq falls on rising oil prices, US Treasury yields / Semiconductor stocks plummet on Seagate announcement and industry peak-out concerns
Watch on YouTube ↗  |  May 19, 2026 at 00:19  |  2:39:11  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist
Kim Tae-seong — Division Head, Xangle
Lee Ju-hyeon — Director, Xangle
Hwang Wi-hyun — Team Leader

Summary

The video covers market volatility from US-Iran tensions, oil price surges, and bond yield spikes. Speakers analyze Seagate's cautious CapEx comments as a misinterpreted bullish signal for memory semiconductors. Key investment themes include long positions in Korean memory leaders (Samsung, SK Hynix), US power infrastructure (NextEra Energy), and domestic power equipment makers (LS Electric, HD Hyundai Electric). Crude oil is seen spiking to $150 on supply crisis. Tactical buys are suggested in Hanmi Semiconductor, L&F, CJ, and HD Hyundai Construction Equipment.

  • US-Iran conflict keeps oil above $100, Hormuz Strait blockade risks physical shortage in Europe.
  • Seagate's CEO comments on production delays are interpreted as a bullish supply tightness signal for memory chips.
  • Samsung Electronics and SK Hynix are recommended on dips for structural memory growth.
  • NextEra Energy's acquisition of Dominion Energy highlights AI-driven power infrastructure investment.
  • Korean power equipment stocks (LS Electric, HD Hyundai Electric) benefit from US data center buildout.
  • Crude oil expected to reach $150 per barrel due to supply chain delays and low inventories.
  • Trading ideas include Hanmi Semiconductor, L&F, CJ, and HD Hyundai Construction Equipment.
  • Market is consolidating; speakers advise gradual buying and avoiding panic selling.
Trade Ideas
Kim Tae-seong Division Head, Xangle 47:48
NextEra Energy long on AI power.
AI data center buildout will create a multi-year bottleneck in power infrastructure. NextEra Energy's acquisition of Dominion Energy creates the largest US utility, positioned to supply the massive electricity demand. The stock benefits from regulatory support, renewable energy growth, and irreplaceable role in the AI value chain.
NEE HIGH
Kim Tae-seong Division Head, Xangle 52:49
CJ oversold buy opportunity.
CJ plunged over 20% due to higher costs from Olive Young's overseas expansion, but the underlying business remains solid. The temporary expense is an investment for global growth, making the current price an attractive entry for long-term investors.
001040.KS MED
Lee Ju-hyeon Director, Xangle 63:49
Crude oil long to $150.
The Hormuz Strait blockade has caused a physical oil shortage in Europe that will persist even if the strait opens, due to 52-day transport lag. Inventories are critically low, and oil could spike to $150 per barrel this summer. Investors should position for higher crude prices.
WTI HIGH
Lee Ju-hyeon Director, Xangle 65:26
POSCO International resource play.
POSCO International will benefit from rising resource development demand caused by the oil supply crisis. As a resource trading and development company, it is well positioned to capture higher margins from global commodity tightness.
047050.KS LOW
Lee Ju-hyeon Director, Xangle 70:38
LS Electric power infra beneficiary.
The NextEra-Dominion mega-merger signals an acceleration of US power grid investment for AI data centers. Korean power equipment makers like LS Electric and HD Hyundai Electric are already receiving large orders for US projects and will benefit from sustained CapEx cycles.
010120.KS MED
Lee Ju-hyeon Director, Xangle 70:38
HD Hyundai Electric power play.
HD Hyundai Electric is a key beneficiary of the same US power infrastructure boom driven by AI data centers. The stock has corrected and offers a buying opportunity in a sector with multi-year structural demand.
267260.KS MED
Lee Kwon-hee CEO, Economist 110:26
Memory structural growth, buy on dips.
Memory semiconductor supply constraints are being misread as bearish; Seagate's comments about long lead times for new factories actually confirm supply tightness, which supports pricing power and structural growth for Samsung Electronics and SK Hynix. Investors should buy on dips during this consolidation phase.
005930.KS 000660.KS HIGH
Lee Kwon-hee CEO, Economist 126:22
Hanmi Semi buy on weakness.
Hanmi Semiconductor's weak 1Q results are seasonal; 2Q will improve on new Micron orders and US expansion. The stock has fallen excessively and offers a buying opportunity for investors willing to wait through short-term noise.
042700.KS MED
Lee Kwon-hee CEO, Economist 129:33
L&F trading buy after pullback.
L&F has corrected sharply from highs and now sits at a good entry for a trading buy. The upcoming mass production at L&F Plus subsidiary (positive electrode material factory in Daegu) provides a near-term catalyst.
066970.KS MED
Lee Kwon-hee CEO, Economist 130:25
HD Construction Equipment buy.
HD Hyundai Construction Equipment is selling strongly in Africa and Europe due to infrastructure rebuilding, resource development, and defense-related construction demand. The stock is attractively valued after its pullback and offers a good opportunity.
267270.KS LOW
Lee Kwon-hee CEO, Economist 137:30
Hyundai Motor long-term holding.
Hyundai Motor is a long-term holding from much lower levels; recent dip at 65,300 won provided a tactical entry. The stock benefits from robot value chain (Boston Dynamics) and strong global demand, with upside potential to 90-100 million won target.
005380.KS HIGH
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This 815 Money Talk (815머니톡) video, published May 19, 2026, features Kim Tae-seong, Lee Ju-hyeon, Lee Kwon-hee discussing NEE, 001040.KS, WTI, 047050.KS, 010120.KS, 267260.KS, 005930.KS, 000660.KS, 042700.KS, 066970.KS, 267270.KS, 005380.KS. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Tae-seong, Lee Ju-hyeon, Lee Kwon-hee  · Tickers: NEE, 001040.KS, WTI, 047050.KS, 010120.KS, 267260.KS, 005930.KS, 000660.KS, 042700.KS, 066970.KS, 267270.KS, 005380.KS