Ideas
AI infrastructure demand remains intact
US AI software collapsed on fears AI can replace software services, but AI infrastructure names such as neoclouds, nuclear, hydrogen, solar, and storage rallied. Big tech cannot cut AI investment, so worries about AI infrastructure are premature; the AI infrastructure buildout remains a long.
Semiconductor pullback is a buying opportunity
The memory shortage and AI infrastructure investment are still intact, so the current semiconductor correction should be an opportunity rather than a trend break. Korean semiconductor equipment and materials should be watched around the 20-day moving average; Samsung Electronics and SK hynix held up, and rebounds in Leeno Industrial and Wonik IPS signaled support.
AI threatens Korean game engine advantages
AI tools such as Google's game-generation models threaten game developers' proprietary engine advantages, especially Pearl Abyss, which has its own engine. Easier game creation could increase competition and reduce the value of existing developers, making Korean game stocks risky.
Nuclear stocks favored on US investment pressure
The US is pressing Korea to invest in America and specifically pointed to nuclear power, creating a fresh policy catalyst for Korean nuclear names. Doosan Enerbility, KEPCO, Hanjeon Industrial, TMC, and Woojin were highlighted as beneficiaries, and the speaker expects the group to stay strong.
Space stocks rise on SpaceX merger hopes
US space stocks rallied and Korean space themes rose on expectations for a SpaceX-xAI merger and reduced credit-risk concerns. Mirae Venture Investment, Seojin System, and Seah Besteel Holdings were highlighted as Korean space-related movers, with expectations rising further.
Medipost clinical progress supports upside
Medipost's knee osteoarthritis treatment is entering Japan and has a technology licensing contract; the open-label Phase 3 trial gives visibility into progress, which the speaker reads as a higher probability of success. Analyst estimates imply strong long-term sales and margins, though question marks remain.
SGC Energy sees report-driven earnings upgrade
SGC Energy merged with Gunsan Energy and is a neglected power generation company. A new analyst report argued REC sales tied to renewable energy policy can add KRW 30-50 billion of operating profit, lifting the target price to KRW 40,000 from the current KRW 23,650; the report itself became the catalyst.
Hyundai Motor benefits from money rotation
Money is rotating out of crowded semiconductors into autos and secondary batteries. Hyundai Motor had corrected without a company-specific negative issue, held its 20-day moving average, and rebounded, suggesting the auto flow still has strength.
Battery rally is flow-driven, fundamentals unclear
Secondary battery names such as LG Energy Solution, EcoPro, and EcoPro BM lack clear fundamental momentum, but ETF buying and short covering are creating a flow-driven rally. The speaker views the group as ambiguous on fundamentals but supported by mechanical flows, so it is a watch rather than a clean long.
Shipbuilding benefits from US investment demands
US demands for Korean investment are likely to favor shipbuilding as a representative cooperation area, with MASGA-type projects supporting Korean yards. HD Hyundai Heavy Industries was already strong and the speaker saw the shipbuilding group as another beneficiary of US pressure.
Copper demand exceeds lagging supply
Copper demand remains strong from industry, semiconductors, wires, cables, power lines, and potential Trump stimulus, while price has lagged and mine closures and supply issues constrain output. The speaker prefers copper over silver and named Poongsan, Lee Gu Industry, and Daechang as related stocks.
Silver demand overextended, correction risk rising
Silver demand has been pulled forward too aggressively, so the speaker sees it as a correction target even though volatility may stay high. This is a relative negative versus copper rather than an outright short call.
Daehan Optical gains from AI data centers
Copper has transmission-loss and cost issues over long distances, so data transmission is shifting toward optical cable. AI data centers are absorbing general-purpose optical cable supply, creating a shortage and a sharp earnings turnaround for Daehan Optical Telecom, whose strength may continue.
Korean market strong on rotating liquidity
The Korean equity market is not weak despite US tech declines; money is circulating from Samsung Electronics and SK hynix into autos, nuclear, shipbuilding, and other large caps. Retail deposits and ETF flows are supporting the broader market, so shorting or betting on inverse products is dangerous.
Avoid KOSDAQ inverse bets as rally persists
The market is being lifted by strong retail and ETF flows and short covering, so betting on inverse products is dangerous. The speaker explicitly warned against betting on inverse ETFs, especially KOSDAQ inverse, while allowing only very short-term trading.
KOSDAQ leads as new capital flows in
Korean market is strong because money is rotating rather than leaving; individual customer deposits rose to KRW 111 trillion and retail and ETF buying is lifting the KOSDAQ, while foreigners also turned net buyers. He favors KOSDAQ and KOSDAQ 150 over simply chasing individual large caps, and says the index should be bought as long as it does not break.
NAVER pressured by weak crypto/Dunamu story
NAVER's recent rally was tied to the Dunamu stablecoin story, so weakness in crypto and outflows from the crypto market make it hard for NAVER to rise. The speaker frames NAVER as pressured while the crypto-linked catalyst is impaired.
Bitcoin outflows may rotate to KOSDAQ
Crypto fell sharply from USD 90,000 to USD 72,000 and money appears to be leaving the crypto complex. The speaker suggests this capital may rotate into the KOSDAQ, making Bitcoin relatively unattractive and a source of funds rather than a favored long.
Hybe lacks KOSDAQ 150 flow support
HYBE has already risen about 30% on BTS world tour expectations, but there has been little follow-up news. Because HYBE is a KOSPI stock and not in the KOSDAQ 150, it does not receive the indiscriminate KOSDAQ ETF flows, so the setup is worth watching rather than chasing.
Power infrastructure demand remains structurally strong
AI data centers and broader electricity demand make power infrastructure a structural bottleneck alongside semiconductors. The speaker noted LS Electric's strength and said Korean power infrastructure names look positive as copper rebounds and electricity remains scarce.
This 3PRO TV (삼프로TV) video, published February 04, 2026,
features Jang Woo-jin
discussing AIQ, SMH, Korean semiconductor equipment/materials, 005930.KS, 000660.KS, 058470.KQ, 240810.KQ, Korean game stocks, 263750.KQ, Korean nuclear power, 034020.KS, 015760.KS, 130660.KS, TMC, Woojin, Korean space stocks, Mirae Venture Investment, Seojin System, 001430.KS, 078160.KQ, 005090.KS, 005380.KS, Korean autos, Korean secondary batteries, 373220.KS, 086520.KQ, 247540.KQ, Korean Shipbuilding, 329180.KS, COPPER, 103140.KS, Lee Gu Industry, 012800.KS, SILVER, 010170.KQ, EWY, Korean equities, KOSDAQ inverse ETF, KRX:KOSDAQ, KOSDAQ 150, 035420.KS, BTC, 352820.KS, Korean power infrastructure, 010120.KS.
20 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jang Woo-jin
· Tickers:
AIQ,
SMH,
Korean semiconductor equipment/materials,
005930.KS,
000660.KS,
058470.KQ,
240810.KQ,
Korean game stocks,
263750.KQ,
Korean nuclear power,
034020.KS,
015760.KS,
130660.KS,
TMC,
Woojin,
Korean space stocks,
Mirae Venture Investment,
Seojin System,
001430.KS,
078160.KQ,
005090.KS,
005380.KS,
Korean autos,
Korean secondary batteries,
373220.KS,
086520.KQ,
247540.KQ,
Korean Shipbuilding,
329180.KS,
COPPER,
103140.KS,
Lee Gu Industry,
012800.KS,
SILVER,
010170.KQ,
EWY,
Korean equities,
KOSDAQ inverse ETF,
KRX:KOSDAQ,
KOSDAQ 150,
035420.KS,
BTC,
352820.KS,
Korean power infrastructure,
010120.KS
