When AI Semiconductors End, Where Will Money Go? The Next Stock Expected to Surge / Naver, Dunamu, and the STO Answer Is Out | CEO Kim Min-soo

AI 반도체 끝나면, 돈은 어디로 갈까? 다음 주가 급등이 기대되는 '이 주식' / 네이버와 두나무.. 그리고 STO 답은 나왔다 | 김민수 대표
Watch on YouTube ↗  |  January 29, 2026 at 03:00  |  21:48  |  815 Money Talk (815머니톡)
Speakers
Kim Min-soo — CEO
Park Hyun-sang — Deputy Head

Summary

Kim Min-soo, CEO of Lemon Research, discusses where money may rotate after the AI semiconductor trade, arguing that software is the eventual endgame but that the market still needs concrete B2C software adoption. He highlights Korean AI software and lagging large-cap Naver, while treating STO and stablecoin names as policy-driven watchlist trades that require confirmation. He also points to neglected media/CJ as a bottoming sector and says crypto-linked stocks need Bitcoin above USD 100,000 and an Ethereum recovery to strengthen. The discussion emphasizes watching volume and catalysts rather than chasing extended stocks.

  • AI trade may ultimately shift from hardware to software, but B2C software proof is still needed.
  • Flitto is singled out for its Korean language-model and translation edge.
  • Naver is viewed as a lagging large-cap with multiple catch-up catalysts.
  • STO regulation is near, while won stablecoin policy is softening but unproven.
  • Crypto-related stocks need Bitcoin above USD 100,000 and Ethereum recovery.
  • Media/CJ is presented as a neglected bottoming sector with content and fiscal catalysts.
  • The guest advises waiting for confirmation and avoiding chased high positions.
  • Park Hyun-sang hosts and asks about catching bottom sectors.
Ideas
Kim Min-soo CEO 0:00
AI bull market ends with software.
The AI bull market will ultimately culminate in software, not only hardware. As AI capex continues, the market will eventually reward software companies that can show actual monetization and earnings; however, the real trigger is the emergence of B2C software applications that ordinary users adopt. Until that appears, Korean AI software remains a watchlist theme rather than an active buy.
AI-SECTOR HIGH
Kim Min-soo CEO 6:26
Watch STO/stablecoin stocks for policy confirmation.
STO legislation is nearly complete, and once financial authorities grant licenses, ready players can move quickly. Won stablecoin policy is also softening, with the Bank of Korea governor's comments becoming more positive and strong government will, but the won stablecoin's competitiveness and distribution are still unproven. For small/mid-cap STO and stablecoin names, this is a trading theme: wait for actual launch, utility, and distribution confirmation rather than chasing before prior highs are reclaimed.
060250.KQ 035720.KS MED
Kim Min-soo CEO 7:44
Crypto needs BTC/ETH recovery for related stocks.
Crypto-related Korean stocks are not strong because Bitcoin and Ethereum sentiment is weak. If Bitcoin moves above USD 100,000 and Ethereum recovers to KRW 6-7 million, related stocks should gain momentum; until then, investors should avoid aggressive positioning and watch for the turn.
BTC ETH MED
Kim Min-soo CEO 8:10
Naver can catch up on catalysts.
Naver has lagged while KOSPI has risen to 5,000, repeatedly failing around KRW 280,000-300,000 despite solid earnings and higher weekly lows. Several catalysts could trigger a catch-up: Coupang's troubles pushing users to Naver's dawn delivery, the Naver Financial/Dunamu share swap and Upbit exposure, AI GPU news, and stablecoin/STO optionality. If momentum and volume return, the stock can break resistance and target the KRW 300,000-330,000 area.
035420.KS HIGH
Kim Min-soo CEO 13:09
Flitto leads AI software on Korean LM.
Flitto is the most important Korean AI software name to watch because it has built its own language model focused on Korean and translation/interpretation. That gives it a differentiated asset versus other small AI software names. If the AI software theme revives, Flitto should be able to produce results and lead the group.
300080.KQ HIGH
Kim Min-soo CEO 17:28
Neglected media/CJ bottoming with catalysts.
The media sector, including CJ, has been neglected and is quietly bottoming. Prices are rising from the bottom with volume confirmation, and catalysts include February content releases, overseas sports and the World Cup, and government fiscal expansion toward culture and arts. If even one content hit emerges, these stocks can react quickly, so this is a sector to watch.
CJ Korean media sector MED
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This 815 Money Talk (815머니톡) video, published January 29, 2026, features Kim Min-soo discussing AI-SECTOR, 060250.KQ, 035720.KS, BTC, ETH, 035420.KS, 300080.KQ, CJ, Korean media sector. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Min-soo  · Tickers: AI-SECTOR, 060250.KQ, 035720.KS, BTC, ETH, 035420.KS, 300080.KQ, CJ, Korean media sector