To Survive 'This Super Event'! | Kim Jeong-hwan, Hana Securities Club1WM Center Manager

To Survive 'This Super Event'! | Kim Jeong-hwan, Hana Securities Club1WM Center Manager [Double Crew]
Watch on YouTube ↗  |  July 27, 2026 at 01:42  |  14:51  |  3PRO TV (삼프로TV)
Speakers
Kim Jung-hwan — Manager, Hana Securities Club1WM Center

Summary

Kim Jeong-hwan, Center Manager at Hana Securities Club1WM, analyzes the AI semiconductor sector following the San Francisco AI summit. He highlights that CEO comments and massive supply deals signal ironclad demand despite fearful market sentiment. With SK Hynix and Samsung earnings this week, he expects a potential market bottom and advises investors to manage risk through position sizing.

  • San Francisco AI summit revealed extraordinary chip demand from Nvidia, Broadcom, and OpenAI CEOs
  • Nvidia-SK Group $500B memory partnership and Samsung-Broadcom $200B turnkey deal underscore supply commitments
  • DRAM spot price surged 8x year-over-year, confirming underlying strength
  • This week is a critical earnings week for SK Hynix and Samsung Electronics
  • Speaker expects positive earnings to act as a catalyst for a Korean memory stock bottom
  • Market sentiment is gripped by fear, creating a disconnect from strong fundamentals
  • Investors are advised to use position sizing rather than all-in bets to navigate volatility
Ideas
Kim Jung-hwan Manager, Hana Securities Club1WM Center 1:33
Earnings may confirm Korean memory bottom
AI semiconductor demand remains exceptionally strong, as demonstrated at the San Francisco AI summit where Jensen Huang (Nvidia) repeatedly requested more chips, Broadcom echoed the same sentiment, and OpenAI asked for exclusive supply. Nvidia and SK Group have a $500B memory partnership, while Samsung secured a $200B turnkey deal with Broadcom covering HBM, foundry, and packaging. DRAM spot prices have surged 8x year-over-year, indicating robust demand. This week brings earnings from SK Hynix and Samsung Electronics, which are likely to be positive and serve as the catalyst that confirms a market bottom for Korean memory stocks, offering a tradeable opportunity.
000660.KS 005930.KS MED
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This 3PRO TV (삼프로TV) video, published July 27, 2026, features Kim Jung-hwan discussing 000660.KS, 005930.KS. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Kim Jung-hwan  · Tickers: 000660.KS, 005930.KS