Trump 'Cancels Iran Airstrike Plan'…Micron, SanDisk Rebound Sharply

Trump "Cancels Iran Airstrike Plan"...Micron, SanDisk Rebound Sharply [Wall Street Newsletter]
Watch on YouTube ↗  |  June 11, 2026 at 22:25  |  42:38  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator

Summary

The episode covers an overnight market turnaround after Trump reversed his threat to strike Iran, with the Nasdaq rallying 2.5%. Park Myung-suk frames the Space-X IPO as a liquidity-go-round that temporarily drained tech but now returns, keeping semiconductor hardware in leadership. He highlights CPU stocks, Oracle, Tesla, and Bitcoin as actionable ideas, while cautioning about upcoming FOMC and BOJ meetings. Geopolitical relief and easing PPI data support near-term confidence.

  • Trump cancels Iran airstrike plan, triggering a sharp market reversal and pullback in oil.
  • Space-X IPO draws massive retail demand, draining tech liquidity that now flows back and boosts stocks.
  • Semiconductor hardware leadership reaffirmed by surge in Micron and SanDisk; sell-offs should be avoided.
  • Bank of America favors CPU stocks Intel, AMD, ARM as enterprise AI drives new orchestration demand.
  • Oracle’s capex-driven sell-off seen as overdone; growing backlog supports the stock.
  • Tesla rallies on SpaceX merger speculation, estimate upgrades, and Elon Musk’s ASML conference appearance.
  • Bitcoin bounces from identified support; gold seen as oversold but call is too weak.
  • Next week’s FOMC and BOJ meetings pose risk; the ECB’s surprise hike underscores global inflation worry.
Ideas
Park Myung-seok Curator 2:46
Semiconductor hardware is the market leader.
Semiconductor hardware remains the market leader. The rebound in Micron and SanDisk confirms that when the market recovers, semiconductors lead. Investors should hold semi stocks and not sell into rallies.
SMH HIGH
Park Myung-seok Curator 3:07
Tech stocks bounce as IPO money returns.
Massive money that left tech stocks to fund SpaceX IPO subscriptions is now returning, causing a broad tech rebound. This liquidity release should lift technology stocks near term.
XLK HIGH
Park Myung-seok Curator 18:33
Buy ACE U.S. Space Active ETF.
The ACE U.S. Space Active ETF (ACE 미국우주액티브 ETF) has confirmed IPO participation at $135, allowing investors to get SpaceX at the IPO price. Analysts see upside to $160-$190, and the subscription closure will return liquidity to tech.
ACE미국우주액티브ETF HIGH
Park Myung-seok Curator 29:49
Bitcoin bottom held, buy the bounce.
Bitcoin bounced from the bottom price level previously identified. The support held and a rally has started, suggesting the recent decline was a buying opportunity.
BTC MED
Park Myung-seok Curator 32:20
Buy CPU stocks Intel, AMD, ARM.
Bank of America says CPU stocks look attractive as enterprise AI expands and orchestration requires more CPU power. Named Intel, AMD, and ARM as the top three picks; ARM benefits especially from its architecture being used in Amazon's Graviton5.
AMD INTC ARM HIGH
Park Myung-seok Curator 34:48
Buy Oracle on overblown capex fears.
Oracle's sharp decline on capex fears is an overreaction. RPO (backlog) continues to grow, meaning future revenue conversion is only delayed. Capex actually benefits semiconductor equipment makers, and Oracle is manageable at current levels.
ORCL HIGH
Park Myung-seok Curator 37:54
Ride short squeeze in space stocks.
Space-related stocks like Virgin Galactic and EchoStar surged on short covering heading into the SpaceX IPO. High short interest in these names creates a short-squeeze setup, and sympathy plays are working.
SPCE SATS MED
Park Myung-seok Curator 38:07
Tesla bullish on SpaceX merger catalyst.
Tesla is moving up as SpaceX IPO and eventual merger speculation create a strategic upside. Oppenheimer raised estimates, and Elon Musk's appearance at ASML conference reinforces the narrative of future integration.
TSLA HIGH
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This 3PRO TV (삼프로TV) video, published June 11, 2026, features Park Myung-seok discussing SMH, XLK, ACE미국우주액티브ETF, BTC, AMD, INTC, ARM, ORCL, SPCE, SATS, TSLA. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok  · Tickers: SMH, XLK, ACE미국우주액티브ETF, BTC, AMD, INTC, ARM, ORCL, SPCE, SATS, TSLA