NVIDIA Surges on Jensen Huang's GTC Speech... Micron Breaks $1,000 Per Share

NVIDIA Surges on Jensen Huang's GTC Speech... Micron Breaks $1,000 Per Share [Wall Street Newsletter]
Watch on YouTube ↗  |  June 01, 2026 at 22:00  |  43:41  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator

Summary

Park Myung-suk discusses NVIDIA's surge after Jensen Huang's GTC keynote announcing Vera Rubin production and the arrival of the agent AI era. He highlights Micron crossing $1,000 amid the memory boom and recommends ARM, ServiceNow, and Neo-cloud providers (Nebius, NAVER) as AI beneficiaries. The video also addresses market concentration risks but maintains a bullish AI outlook.

  • NVIDIA surged 6% after Vera Rubin production and agent AI announcements.
  • Micron broke $1,000 per share, driven by AI memory demand.
  • ARM's CPU IP is critical for AI PCs and agent AI era.
  • ServiceNow benefits from AI orchestration across multiple models.
  • Neo-cloud providers (Nebius, NAVER) favored for on-premise AI growth.
  • Market concentration and dot-com bubble comparisons are noted but not seen as imminent threats.
  • Physical AI and robotics are flagged as the next phase but not yet actionable trades.
  • The overall tone remains bullish on AI infrastructure and software.
Trade Ideas
Park Myung-seok Curator 20:58
Buy NVIDIA for Vera Rubin ramp
NVIDIA is the primary beneficiary of the AI infrastructure buildout. Jensen Huang's GTC keynote confirmed Vera Rubin production has started, with a supply chain twice the size of Blackwell. RTX Spark was introduced for AI PCs, and the agent AI era is driving explosive token demand, which requires more NVIDIA GPUs. This is a key catalyst for revenue and earnings growth.
NVDA HIGH
Park Myung-seok Curator 27:34
ARM CPU IP crucial for AI
ARM's CPU IP is critical in the agent AI era. The RTX Spark is built on ARM architecture, and as CPU demand grows for AI PCs and edge devices, ARM's licensing revenue expands. The speaker personally bought ARM at $399 and sees further upside.
ARM HIGH
Park Myung-seok Curator 32:19
ServiceNow as AI orchestration platform
ServiceNow is a key beneficiary of the orchestration layer in the agent AI era. As multiple AI models (Claude, Gemini, ChatGPT) need to be coordinated, ServiceNow's platform manages the workflow, creating new demand for its software.
NOW MED
Park Myung-seok Curator 32:42
Neo-cloud gains from on-premise AI
Neo-cloud providers like Nebius and NAVER are positioned to benefit from the on-premise AI / private AI trend. Enterprises that cannot use hyperscalers need cloud management, GPU infrastructure, and data services. NVIDIA supports these players, and the speaker has been holding Neo-cloud positions for a long time.
NBIS 035420.KS HIGH
Park Myung-seok Curator 37:52
Micron benefits from memory boom
Micron crossed $1,000 per share, a milestone fueled by the memory semiconductor boom driven by AI token demand. Analysts have raised targets to $1,750, and the memory cycle remains strong with no meaningful supply increase.
MU MED
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This 3PRO TV (삼프로TV) video, published June 01, 2026, features Park Myung-seok discussing NVDA, ARM, NOW, NBIS, 035420.KS, MU. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok  · Tickers: NVDA, ARM, NOW, NBIS, 035420.KS, MU