8,000 Points Achieved, What's Next? Is it LG Innotek and Samsung Electro-Mechanics Rather Than Samsung Electronics and SK Hynix?

Summary

Kim Jong-mun discusses the AI semiconductor cycle, highlighting that Samsung Electronics and SK hynix remain deeply undervalued despite recent price gains. He also recommends NVIDIA at sub-$200, advocates a divided buying strategy for SpaceX's upcoming IPO, and suggests global AI leaders like Google and Apple as core holdings. The KOSPI's rise to 8,100 is seen as driven by AI demand, with potential for further upside to 10,000 if valuations normalize.

• Market reaches 8,100 with strong semiconductor and substrate sector gains.
• Samsung Electronics and SK hynix are still undervalued relative to earnings growth.
• NVIDIA is attractive for accumulation below $200 due to AI demand singularity.
• SpaceX IPO should be approached with a divided buying strategy, avoiding first-day purchase.
• Global AI big tech leaders (Google, Apple) are recommended as core long-term holdings.
• Substrate stocks have seen sharp gains but have shorter investment cycles; caution advised.
• KOSPI 10,000 is possible if Samsung/hynix multiples re-rate toward global peers.
• Small modular reactor (SMR) stocks are cheap but not explicitly actionable.