Did supply shift to NVIDIA?... Salesforce, CrowdStrike, Okta, etc. surge

Did supply shift to NVIDIA?…Salesforce, CrowdStrike, Okta, etc. surge [Wall Street Newsletter]
Watch on YouTube ↗  |  August 27, 2026 at 22:00  |  44:04  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator

Summary

Park Myung-suk reviews a session dominated by Nvidia's earnings surge and a software melt-up, with Salesforce, CrowdStrike and Okta soaring. He highlights AI monetization, cybersecurity demand, memory bottlenecks, geopolitical oil strength, bitcoin inflows and commodity inflation hedges. Key risks include Jackson Hole, possible semiconductor tariffs and the upcoming Anthropic IPO. The main market implication is rotation from crowded AI hardware into software while monitoring supply and policy risks.

  • Nvidia surged 9% and guided fiscal 2028 revenue growth around 70%, triggering sharp analyst target hikes.
  • Software names soared: Salesforce rose 22.6%, CrowdStrike 20% and Okta 30% on earnings and AI monetization.
  • AI agent expansion made cybersecurity a priority and lifted security stocks.
  • Memory names need time; Nvidia and SK hynix see memory bottlenecks continuing.
  • Oil gained on denial of US-Iran talks, while energy and commodity inflation hedges attracted flows.
  • Bitcoin hit $80,000 with strong inflows and possible September legislative catalyst.
  • Jackson Hole, semiconductor tariff reports and Anthropic's IPO are near-term market risks.
Ideas
Park Myung-seok Curator 1:24
Software earnings prove AI monetization now
The speaker argues AI has moved from an infrastructure spending story to a monetization story. Nvidia's conference call said software companies are beginning to earn money from AI, and the market responded to blowout results from Salesforce, Oracle, Palantir, ServiceNow and Adobe. Supply rotated out of crowded semiconductors into software, giving software a clear win over hardware.
ORCL NOW CRM ADBE PLTR HIGH
Park Myung-seok Curator 5:53
Geopolitical risk supports oil energy
Oil rebounded to about $84 after the White House denied ongoing US-Iran talks, reviving geopolitical supply risk. Energy stocks led Russell strength, and hedge funds are rotating from technology into energy and commodity-linked trades as inflation hedges.
WTI US energy stocks MED
Park Myung-seok Curator 6:51
Bitcoin rides debasement trade higher
Bitcoin rose to $80,000 and recorded the largest fund inflows in 10 months. The speaker says the rally is being driven by a weak dollar and bond market instability, with potential extra upside if the Clarity Act passes in September and the $80,000 supply area is cleared.
BTC MED
Park Myung-seok Curator 9:05
Nvidia's 70% growth guide defies doubt
Nvidia guided fiscal 2028 revenue growth around 70%, far above the roughly 45% consensus, despite supply constraints. The speaker sees this as an unusually clear signal to stop doubting AI demand. Non-hyperscaler orders are rising to 45% of revenue and are more profitable rack-scale deals, and analysts sharply raised price targets.
NVDA HIGH
Park Myung-seok Curator 14:46
AI agent proliferation makes cybersecurity critical
AI agents are expected to proliferate by the millions, making security essential. Nvidia highlighted security on its call, CrowdStrike reported strong Q2 results with 34% ARR growth, Okta surged 30%, and calls for a joint AI security response reinforced demand across cybersecurity stocks.
CRWD OKTA HIGH
Park Myung-seok Curator 15:11
Memory bottleneck supports later semiconductor rebound
Memory names were pressured by supply rotation, but the structural setup remains strong. Nvidia said memory bottlenecks last into next year and SK hynix suggested they may persist to 2030. Samsung Electronics and SK hynix are adding capacity, so a later volume and price acceleration could re-rate memory stocks, but near term the group is still digesting supply.
000660.KS 005930.KS MU MED
Park Myung-seok Curator 31:25
Gold copper hedge inflation debasement
UBS describes an inflation regime with high rates and volatility from the election and Anthropic IPO, recommending commodities such as copper and gold as inflation defense. Hedge funds are also shifting into inflation-hedge trades including commodities and energy.
COPPER GLD MED
Park Myung-seok Curator 37:45
Alphabet TPU margin drives top pick
Wolf Research named Alphabet/Google as next year's top pick because its custom TPU could generate 30% margins. The speaker highlights that this makes Alphabet less vulnerable to expensive memory and hardware than other hyperscalers, supporting its AI profitability case.
GOOGL MED
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This 3PRO TV (삼프로TV) video, published August 27, 2026, features Park Myung-seok discussing ORCL, NOW, CRM, ADBE, PLTR, WTI, US energy stocks, BTC, NVDA, CRWD, OKTA, 000660.KS, 005930.KS, MU, COPPER, GLD, GOOGL. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok  · Tickers: ORCL, NOW, CRM, ADBE, PLTR, WTI, US energy stocks, BTC, NVDA, CRWD, OKTA, 000660.KS, 005930.KS, MU, COPPER, GLD, GOOGL