[June 9th, 26th Morning Broadcast Full View] New York Stock Market Mixed Close Amid SOX +5.6% Rebound...Israel-Iran 'Attack Ceasefire

Summary

The video covers a sharp market selloff on Monday June 8 due to geopolitical tensions and overheated semiconductor positions, followed by a Tuesday rebound led by Micron and Intel. Analysts argue that semiconductor fundamentals remain intact and recommend buying the dip in Samsung Electronics and SK Hynix. Jensen Huang's Korea visit highlighted AI partnerships that boosted stocks like Naver, SK Telecom, and LG Electronics. Separately, solar energy and crypto markets were discussed, with bullish calls on OCI Holdings and Hanwha Solutions, and a tactical view on MicroStrategy's preferred shares.

• KOSPI and KOSDAQ plunged over 8% on Monday before rebounding Tuesday on semiconductor strength.
• Kim Jang-yeol emphasizes that semi fundamentals are unchanged and valuations are attractive vs Micron.
• Naver gains specific GPU orders and data center targets, leading to a target price upgrade to 400,000 won.
• Jensen Huang's meetings in Korea cover AI infrastructure, physical AI, and broad partnerships.
• Yoon Jae-sung recommends OCI Holdings and Hanwha Solutions on non-China solar supply chain themes.
• Crypto segment analyzes MicroStrategy’s dividend change for STRC and the pivot of mining firms to AI data centers.
• Kang Han-guk expects Bitcoin to bottom in Q4 2025 after a typical 12-month correction.
• Overall outlook: V-shaped recovery in semis but caution on macro risks (CPI, FOMC, oil).