Buzzberg Cup Live

Trump-triggered Hormuz tension at its peak.. Meta significantly increased AI data center investment / Foreign tourist revenue highest ever | Director Lee Ju-yeon

Watch on YouTube ↗  |  July 14, 2026 at 01:30  |  24:35  |  815 Money Talk (815머니톡)
Speakers
Lee Ju-hyeon — Director, Xangle

Summary

Director Lee Ju-yeon discusses market impact of Trump's Hormuz transit fee proposal, Meta's $50B AI data center expansion, Korean government's nuclear and power plans, Samsung Bioepis's SC technology and Alteogen, and record foreign tourist consumption benefiting consumer stocks.

  • Trump’s 20% fee on Hormuz shipments spooks oil markets but is seen as negotiation bluff; refining stocks gain from lubricant shortage
  • Meta expands Louisiana data center investment to $50B, boosting Korean AI infrastructure and semiconductor equipment stocks
  • Government reviews new nuclear reactors and SMRs to meet AI power demand; Vietnam nuclear order could provide momentum
  • Samsung Bioepis’s SC technology success rattles Alteogen but limited impact due to Alteogen’s distinct patent protection until 2040s
  • Foreign tourist spending hits record high; department stores, K-beauty ODM companies, and entertainment stocks like Hybe benefit
Ideas
Lee Ju-hyeon Director, Xangle 6:12
Lubricant shortage boosts refining earnings.
Refining stocks S-Oil, GS, SK Innovation benefit from a global lubricant shortage caused by a Qatar Shell plant outage due to war, with lubricant prices doubling in H1. The recovery will take at least a year, so premium lubricant earnings can offset any weakening in crude oil refining margins, supporting further stock upside.
010950.KS 078930.KS 096770.KS HIGH
Lee Ju-hyeon Director, Xangle 15:55
Nuclear power revival supports Korean nuclear stocks.
The Korean government’s 12th electricity basic plan will officially review building additional nuclear reactors and SMRs to secure stable power for AI megaprojects. Combined with a potential Vietnam nuclear power order by Team Korea in Q3, nuclear power stocks get a policy and order momentum catalyst while current prices are depressed.
KORU MED
Lee Ju-hyeon Director, Xangle 18:15
Alteogen patent protects against SC competition.
Alteogen’s sell-off on Samsung Bioepis’s SC technology success is overdone because the two technologies are fundamentally different; Alteogen’s distinct active ingredient and manufacturing process are protected by US exclusivity patents until the early 2040s. The real competitive impact is very limited, making the dip a buying opportunity.
196170.KQ HIGH
Lee Ju-hyeon Director, Xangle 21:51
Foreign tourist spending lifts consumer stocks.
Foreign tourist spending in Korea is hitting all-time highs, with H1 revenue surging 120% YoY and annual sales on track to exceed 1 trillion won for the first time. This directly benefits department stores like Shinsegae, K-beauty ODM leaders Kolmar and Cosmax, and undervalued entertainment stocks like Hybe, which are bottoming out despite unchanged earnings momentum.
004170.KS 161890.KS 192820.KS HIGH
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This 815 Money Talk (815머니톡) video, published July 14, 2026, features Lee Ju-hyeon discussing 010950.KS, 078930.KS, 096770.KS, KORU, 196170.KQ, 004170.KS, 161890.KS, 192820.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ju-hyeon  · Tickers: 010950.KS, 078930.KS, 096770.KS, KORU, 196170.KQ, 004170.KS, 161890.KS, 192820.KS