It Will Shake Again at This Time... Nevertheless! | Kim Min-soo, Lemon Research CEO | Double Up

Summary

Kim Min-soo, CEO of Lemon Research, reviews the market after the July selloff and argues that the AI hardware cycle is intact, so core leaders should be held rather than sold. He sees cheap Korean memory names caught between passive selling and active buying, and suggests using broad semiconductor vehicles for tactical trading. He highlights Nvidia earnings and Jackson Hole as near-term events, and points to robotics and Hyundai Motor as a developing theme via Unitree's IPO and Hyundai's investor day. The conversation also covers trading discipline, account separation, and why most retail investors should not quit their jobs to trade.

• The market has partially recovered after a violent July, but near-term direction remains uncertain with potential index resistance.
• AI hardware is still the core profit pool, and core leaders should be held through volatility.
• AI software is seen as a later profit pool after AI infrastructure matures.
• Samsung Electronics and SK hynix look cheap and are seeing active foreign buying despite passive selling.
• Tactical semiconductor trading is shifting toward index leverage or KODEX Semiconductor ETF.
• Next week's Nvidia earnings and Jackson Hole are key near-term catalysts to watch.
• Unitree's IPO and Hyundai Motor Investor Day put robotics back into focus.