SpaceX, Surging Immediately After Listing...Intel, AMD, etc. CPU Sector Strength [Wall Street Newsletter]

Watch on YouTube ↗  |  June 14, 2026 at 22:11  |  41:29  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator

Summary

The episode focuses on the market impact of SpaceX's historic direct listing, which absorbed massive retail liquidity and triggered a rotation back into semiconductors, especially CPU stocks. Curator Park Myung-suk analyzes the standout performance of AMD, Intel, and ARM, the sustained strength in semiconductor equipment across the US and Korea, and fresh buy calls in optical communication from JP Morgan. He also discusses crude oil's critical support level ahead of US-Iran deal talks, Bitcoin's potential bottoming signal, and the negative liquidity effect SpaceX imposes on other space stocks like Rocket Lab.

  • SpaceX's IPO sucked in massive retail volume (500 million shares) and temporarily drained liquidity from other sectors.
  • Post-SpaceX rotation first returned to semiconductors, with CPU stocks (AMD, Intel, ARM) surging on analyst upgrades.
  • Semiconductor equipment stocks continued their strong trend in both the US (KLAC, LRCX, ASML, AMAT) and Korea's KOSDAQ.
  • Storage (Sandisk/WDC, Seagate) and optical communication (Fabrinet, Marvell) stocks also drew positive flows, with JP Morgan calling optical a buy.
  • US solar energy stocks surged, now representing over 90% of new power generation capacity, despite political headwinds.
  • Bitcoin has held the $60k floor for two weeks and may be bottoming, with Standard Chartered calling the crypto winter over.
  • SpaceX's arrival as the premier space name caused rotation away from legacy space stocks, hitting Rocket Lab despite its Nasdaq 100 inclusion.
  • The macro calendar is heavy with FOMC, BOJ, and US-Iran nuclear deal headlines, keeping rate and oil volatility in focus.
Ideas
Park Myung-seok Curator 5:19
CPU stocks lead post-SpaceX semiconductor rotation.
After SpaceX's listing absorbed massive retail liquidity, capital started rotating back into semiconductors. The first choice within US semiconductors was not memory but CPU stocks, with AMD, Intel, and ARM all surging 11% in a single session. Bank of America raised Intel two notches and Citi hiked AMD's target to $575, signaling strong analyst conviction behind the CPU resurgence.
INTC ARM AMD HIGH
Park Myung-seok Curator 5:41
Semiconductor equipment strength persists across markets.
Semiconductor equipment stocks have been showing sustained short-term strength, with this trend continuing in both the US (KLA, Lam Research, ASML, Applied Materials) and the Korean KOSDAQ equipment sector. The speaker sees this as a consistent flow that mirrors the ongoing domestic strength in Korea's equipment names.
KLAC ASML LRCX AMAT KOSDAQ semiconductor equipment stocks MED
Park Myung-seok Curator 5:51
Storage stocks gain momentum in semiconductor rotation.
Storage and SSD companies like Sandisk, Seagate, and Western Digital saw strong positive flow with Sandisk breaking above $2,000 intraday. The storage sub-sector is exhibiting clear upward momentum as part of the broader semiconductor rotation.
WDC STX MED
Park Myung-seok Curator 6:14
Optical communication is a JP Morgan buy call.
JP Morgan identified optical communication as a top pick and a buying opportunity, citing that the recent underperformance due to CPU delays creates an attractive entry. Fabrinet and Marvell are the key names tied to this call, and money has been flowing back into the fiber optics space.
MRVL FN MED
Park Myung-seok Curator 33:28
Solar sector surging despite political headwinds.
US solar energy stocks have surged recently, with new power generation installations exceeding 90% from solar in 1Q. Despite Trump's known dislike for solar, the sector is rising on fundamental necessity, making it a notable trending area to watch.
TAN LOW
Park Myung-seok Curator 36:01
SpaceX listing drains liquidity from other space stocks.
SpaceX's listing has become the dominant liquidity consumer, pushing other space-related stocks out of favor. Rocket Lab, despite being newly added to the Nasdaq 100, plummeted as investors rotated away from legacy space names into SpaceX, making the rest of the sector unattractive in the near term.
RKLB MED
Park Myung-seok Curator 37:01
Bitcoin bottoming may signal broader market bottom.
Bitcoin has been holding the $60k level for about two weeks, and Standard Chartered declared the crypto winter is over. If Bitcoin can defend this floor, it could also signal a broader market bottom, making the current level a potential inflection point.
BTC MED
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This 3PRO TV (삼프로TV) video, published June 14, 2026, features Park Myung-seok discussing INTC, ARM, AMD, KLAC, ASML, LRCX, AMAT, KOSDAQ semiconductor equipment stocks, WDC, STX, MRVL, FN, TAN, RKLB, BTC. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok  · Tickers: INTC, ARM, AMD, KLAC, ASML, LRCX, AMAT, KOSDAQ semiconductor equipment stocks, WDC, STX, MRVL, FN, TAN, RKLB, BTC