[May 27, 09:00 AM Broadcast Full View] Micron +19% Surge! Market Cap Exceeds $1 Trillion...S&P500 Reaches New High

Summary

The broadcast covers the aftermath of Micron's 19% surge, which pushed its market cap above $1 trillion and lifted the S&P 500 to new highs. Multiple experts discuss the structural growth in AI memory demand, the undervaluation of Korean semiconductors, and the potential for a KOSPI rally above 10,000. Later segments address the geopolitical Iran-US dynamics, the Japanese bond market, and a long-term bullish thesis for Bitcoin as a hedge against sovereign debt risks.

• Micron (MU) surges 19% after UBS triples target price, citing long-term contracts and HBM pricing power.
• Park Myung-suk expects SK Hynix to be the next $1 trillion market-cap memory maker.
• Lee Jae-man of Hana Securities sets a KOSPI target of 10,400 on strong earnings momentum for Samsung Electronics and SK Hynix.
• Space stocks, led by Rocket Lab, rally on SpaceX's successful test flight and upcoming IPO.
• Baek Jong-dae argues that rising global bond yields signal a loss of confidence in fiat, setting the stage for Bitcoin as a premier real asset.
• Export data shows Korean semiconductor shipments up 200% year-on-year, reinforcing the structural demand narrative.
• Market concentration in AI/semiconductors is extreme, raising short-term risk of rotation but also validating the theme.
• The crypto segment notes ETF outflows and regulatory headwinds, but on-chain data suggests potential bottom formation.