아직 끝난 게 아니다, 기대보다 경계가 필요한 이유ㅣ명민준, 유정, 이권희 [주린이 구조대]

Summary

Lee Kwon-hee, CEO of Wizwave, discusses the current market as being in the eye of a storm due to Iran-US tensions, but remains cautiously optimistic. He highlights attractive valuations in NVIDIA, strong earnings momentum in SK Hynix, and a bullish view on defense ETFs. He also identifies a turnaround opportunity in Korean game stocks NCsoft and Krafton, tied to upcoming earnings. The host and guests also cover market technicals, bond yields, and oil as key indicators.

• Market is in a 'calm before the storm' phase amid Iran-US tensions.
• Lee Kwon-hee recommends buying NVIDIA on cheap valuation below 20x PE.
• SK Hynix is expected to rally further on strong AI-driven earnings.
• Defense sector ETFs are recommended for beginners due to geopolitical tailwinds.
• Game stocks NCsoft and Krafton are turnaround candidates if Q1 results confirm guidance.
• Investors should monitor US 10-year yield and oil prices as key risk signals.
• KOSDAQ needs more liquidity before it can outperform, currently lagging KOSPI.
• Corporate bonds sold to individuals are often poor quality; caution advised.