All semiconductor investors, pay attention! Something big is coming with NVIDIA's earnings announcement tomorrow morning | Chesley Investment Advisory Executive Director Park Se-ik

All semiconductor investors, pay attention! Something big is coming with NVIDIA's earnings announcement tomorrow morning | Chesley Investment Advisory Executive Director Park Se-ik [Womae Shinbak / 26.08.26.Wed]
Watch on YouTube ↗  |  August 26, 2026 at 07:42  |  1:17:03  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Park Se-ik — CEO, ex-Chief Strategist

Summary

Park Se-ik discusses the market opportunities following the July market correction, highlighting the potential in unreasonably discounted small and mid-cap stocks. He also reviews key market news, including SK Hynix's Solidigm listing, Seagate's HDD demand from AI data centers, Nvidia's upcoming earnings, and GS Group's entry into the AI data center business.

  • The recent market plunge has created attractive buying opportunities in Korean small and mid-cap stocks.
  • SK Hynix's potential US listing of Solidigm could avoid the typical 'Korea discount' if accompanied by strong shareholder returns.
  • LG Chem's stock could rebound significantly if management commits to distributing proceeds from LG Energy Solution stake sales.
  • Seagate is benefiting from AI data center HDD demand, but falling NAND prices could threaten its price competitiveness.
  • Nvidia's gross margins might be protected from memory price hikes due to pre-existing long-term HBM contracts.
  • The global AI data center market is expected to grow at a 25.8% CAGR, presenting massive opportunities for companies like GS Group.
Ideas
Park Se-ik CEO, ex-Chief Strategist 3:26
Unreasonably discounted small and mid-caps offer massive upside.
The market correction in July has created a massive buying opportunity in Korean small and mid-cap stocks. These stocks have dropped to unreasonable valuations as liquidity was concentrated in large caps like Samsung Electronics and SK Hynix. There are numerous small and mid-cap stocks with the potential for 100% to 300% returns, which will be aggressively accumulated in the coming weeks.
Korean small/mid-cap stocks HIGH
Park Se-ik CEO, ex-Chief Strategist 40:26
Solidigm's US listing won't hurt if shareholder returns are strong.
The potential US listing of SK Hynix's NAND subsidiary, Solidigm, should not be viewed as a negative double-listing event. Unlike typical Korean double-listings that destroy shareholder value, a US listing allows for better valuation and M&A flexibility. As long as the company commits to strong shareholder returns, such as returning 50% of free cash flow, the listing will not harm parent shareholders.
000660.KS MED
Park Se-ik CEO, ex-Chief Strategist 44:56
Committing to shareholder returns would trigger a stock rebound.
LG Chem's stock remains depressed due to the controversial double-listing of LG Energy Solution. However, if management simply committed to selling a 30% stake in the subsidiary and distributing the 30 trillion won in proceeds as dividends to LG Chem shareholders, both the common and preferred shares would immediately skyrocket.
051910.KS MED
Park Se-ik CEO, ex-Chief Strategist 62:02
Falling NAND prices would destroy HDD's price advantage.
Seagate is currently surging because AI data centers are using cheaper HDDs instead of expensive SSDs for long-term data storage. However, investors should monitor NAND supply dynamics closely; if NAND supply exceeds demand and SSD prices drop, HDDs will lose their critical price competitiveness, potentially causing a sharp decline in Seagate's stock.
STX MED
Park Se-ik CEO, ex-Chief Strategist 67:49
Long-term HBM contracts may protect Nvidia's gross margins.
Ahead of Nvidia's earnings, there are market concerns that rising memory and HBM prices will squeeze the company's gross margins. However, Jensen Huang may reveal that Nvidia secured long-term supply contracts for HBM4 with SK Hynix before the recent price surges, meaning the increased memory costs will not significantly impact their overall profitability.
NVDA MED
Park Se-ik CEO, ex-Chief Strategist 75:33
AI data centers offer massive long-term structural growth.
The global AI data center market is projected to grow at a massive 25.8% compound annual growth rate, expanding from $17.7 billion to over $133 billion by 2034. This explosive total addressable market (TAM) growth presents a highly lucrative, long-term structural opportunity for infrastructure players like GS Group, which is building a 2.4GW data center.
078930.KS AI Data Centers MED
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This Chesley Investment Advisory (체슬리투자자문) video, published August 26, 2026, features Park Se-ik discussing Korean small/mid-cap stocks, 000660.KS, 051910.KS, STX, NVDA, 078930.KS, AI Data Centers. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Se-ik  · Tickers: Korean small/mid-cap stocks, 000660.KS, 051910.KS, STX, NVDA, 078930.KS, AI Data Centers