Now is the chance to make money"...Record-high funds pour into short selling, looking at major stocks
Speakers
Park Se-ik
— CEO, ex-Chief Strategist
Summary
The video covers Jensen Huang's upcoming visit to Korea and its market impact, focusing on NAVER's potential AI partnership with NVIDIA. It also discusses record short selling balances, the won's depreciation to 1540, and the SpaceX IPO. Park Se-ik warns against leveraged ETFs and remains bullish on KOSPI while watching NAVER closely.
- Jensen Huang's Korea visit fuels speculation about AI partnerships with Samsung, SK hynix, and NAVER.
- NAVER's stock rises on expectations of a concrete NVIDIA tie-up.
- Short selling balances hit a record 22.8 trillion won, but Park says it's manageable.
- Won weakens to 1540 against the dollar due to geopolitical tensions and foreign selling.
- SpaceX files for IPO at $135/share; Park will wait and watch.
- Park criticizes 3x leveraged ETFs as gambling and calls for their restriction.
- He maintains a long-term bullish view on KOSPI, target 5,000.
- Market volatility is driven by greed and speculative trading, not fundamentals.
Trade Ideas
NAVER's NVIDIA partnership makes rally meaningful.
NAVER's recent stock rally is more sustainable than previous spikes because it is backed by a concrete partnership with NVIDIA, unlike earlier speculative moves. The stock is forming a cup-and-handle technical pattern and could continue to rise. Park is watching for a buy point.
KOSPI 5,000 achievable due to undervaluation.
The KOSPI index can reach 5,000 because it was severely undervalued and corporate earnings are growing. The government's market-friendly policies and strong export performance support further upside.
Up Next
This Chesley Investment Advisory (체슬리투자자문) video, published June 05, 2026, features Park Se-ik discussing 035420.KS, EWY. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Park Se-ik · Tickers: 035420.KS, EWY