Why We See This Week's NVIDIA Earnings Positively! _26.05.19. | Jung Woo-chang, Yeo Do-eun, Heo Jae-mu [Morning N Investment]

Watch on YouTube ↗  |  May 19, 2026 at 03:19  |  56:13  |  3PRO TV (삼프로TV)
Speakers
Jung Woo-chang — Director

Summary

Jung Woo-chang discusses Samsung Electronics strike risks, NVIDIA earnings, and leveraged ETF dangers amid a sharp Korean market selloff. He views the strike as a buying opportunity for Samsung, expects strong NVIDIA results, and warns against holding 2x/3x semiconductor ETFs long-term due to volatility decay. The overall tone is cautiously bullish on AI semiconductor leaders while advocating a disciplined, 'not losing game' approach.

  • Samsung Electronics strike is seen as overblown; government intervention likely prevents shutdown; current price is a buying opportunity.
  • NVIDIA earnings expected to be strong with positive market reaction; valuation reasonable at 24-26x forward earnings.
  • Long-term holding of leveraged ETFs (2x/3x) is dangerous due to volatility decay; only suitable for short-term trading.
  • Korean market selling pressure driven by foreign and institutional rebalancing, not fundamental deterioration.
  • AI is the dominant secular theme; phase 2 benefits Korean hardware, phase 3 may favor US software.
  • The speaker advocates a 'not losing game' strategy: diversification, dollar-cost averaging, and avoiding excessive risk.
  • Samsung Electronics 2x and SK Hynix 2x ETFs are set to list on May 27; the speaker advises caution.
  • Market is experiencing a sharp correction; KOSPI down over 4% on the day with heavy selling in semiconductors and autos.
Trade Ideas
Jung Woo-chang Director 35:11
Samsung Electronics buy on strike overreaction.
Samsung Electronics' recent underperformance due to strike fears is overdone. The government has signaled emergency arbitration, making a full production shutdown unlikely. Past precedents show management-favorable resolutions. The valuation gap versus SK Hynix is excessive given Samsung's larger revenue base, and once the strike issue is resolved, the stock should rebound. Current weakness is a buying opportunity for long-term investors.
005930.KS HIGH
Jung Woo-chang Director 40:14
Avoid Korean semiconductor 2x ETFs long-term.
Leveraged ETFs (2x/3x) tracking Korean semiconductor stocks such as Samsung Electronics and SK Hynix are unsuitable for long-term holding due to volatility decay. Even if the underlying recovers, the leveraged product can suffer permanent loss as seen with TSLL (Tesla 2x ETF). The upcoming Samsung Electronics and SK Hynix 2x ETFs should only be used for short-term trading, not buy-and-hold. Investors should avoid them for long positions.
Samsung Electronics 2x Leverage ETF SK Hynix 2x Leverage ETF HIGH
Jung Woo-chang Director 48:38
NVIDIA earnings positive, stock undervalued.
NVIDIA's upcoming earnings will be strong due to continued AI infrastructure spending, high product prices, and management's upward revision of potential TAM. The stock has recently broken out of a consolidation range and trades at a reasonable P/E of 24-26x, making a positive post-earnings reaction likely. Contrary to the pattern of past earnings selloffs, this time investor positioning is lighter, reducing the risk of a sell-the-news event.
NVDA HIGH
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This 3PRO TV (삼프로TV) video, published May 19, 2026, features Jung Woo-chang discussing 005930.KS, Samsung Electronics 2x Leverage ETF, SK Hynix 2x Leverage ETF, NVDA. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jung Woo-chang  · Tickers: 005930.KS, Samsung Electronics 2x Leverage ETF, SK Hynix 2x Leverage ETF, NVDA