The Truth Behind the US Semiconductor Stock Plunge… Why Wall Street is Boosting Big Tech / Anthropic IPO Imminent! A Huge Catalyst to Send Semiconductors Soaring | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee argues the US semiconductor selloff is a temporary rotation into cheap Big Tech before earnings, not a fundamental breakdown. He sees buying opportunities in Korean semiconductor equipment/materials and in Samsung Electronics, while also highlighting SK Innovation's recovery, PharmaResearch's new growth phase, and HFR as a physical AI network play. Anthropic's upcoming IPO is framed as a catalyst for the next semiconductor rally.

• US semiconductor drop is part of a recurring rotation game with Big Tech, not fundamental deterioration.
• Big Tech valuations have fallen to 10-14x forward P/E, creating a near-term buying window into earnings season.
• Korean semiconductor equipment and materials stocks should be bought on dips as the next investment cycle begins.
• Samsung Electronics is a dip-buying target, with no change in its underlying fundamentals.
• Anthropic's IPO could spark a new semiconductor rally by adding a large new AI chip demand source.
• SK Innovation is recovering thanks to improving refining, battery turnaround, and an SMR stake.
• HFR is an under-the-radar physical AI network beneficiary chosen for a government AI project, worth studying.
• PharmaResearch is entering a new growth phase driven by exports, medical tourism, and cosmetics sales.