Broadcom Still Has Good News Left... The Real Reason US Semiconductor Stocks Rose / Pay Attention to SK Telecom Now, Why? | CEO Lee Kwon-hee

Broadcom Still Has Good News Left... The Real Reason US Semiconductor Stocks Rose / Pay Attention to SK Telecom Now, Why? | CEO Lee Gwon-hee
Watch on YouTube ↗  |  September 01, 2026 at 03:00  |  20:01  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee reviews U.S. semiconductor and AI hardware strength, the Clarity Act's Treasury and stablecoin implications, and several Korean tech setups. He argues AI hardware still has superior free cash flow, Broadcom and SanDisk have overlooked positive catalysts, and SK Telecom and Naver are at important technical resistance levels. The discussion also covers Micron's cloud breakout setup and USD/KRW exchange timing.

  • Micron and SK Hynix ADRs led U.S. semis higher while software names lagged.
  • Clarity Act is viewed as positive for short-term Treasuries and stablecoin platforms like Coinbase; a Coinbase position was disclosed.
  • AI/semiconductor hardware is favored because its free cash flow and earnings exceed software even if rates rise.
  • Broadcom earnings are expected to be strong with custom AI silicon demand holding up despite Google/Marvell concerns.
  • Enterprise SSD demand is seen boosting SanDisk as server builders shift capacity.
  • SK Telecom is highlighted as a data center breakout candidate at 104,000 won resistance.
  • Naver is a technical breakout candidate at 234,000 won with downside below 210,000 won.
Ideas
Yeo Hyun-kyu 3:33
Coinbase is a Clarity Act bet.
The host bought Coinbase two weeks ago as a direct bet on Clarity Act passage. If the bill passes, crypto/stablecoin platforms get regulatory clarity and benefit from the same short-term Treasury collateral shift that stablecoin issuers use.
COIN HIGH
Lee Kwon-hee CEO, Economist 4:07
Clarity Act shifts Treasury issuance short.
The Clarity Act matters because it shifts U.S. Treasury issuance from long-term notes to short-term bills; long-term buyers are scarce, while stablecoin issuers like Circle will absorb short-term paper. Therefore the bill helps short-term Treasury bills, not long-term bonds.
U.S. Short-Term Treasury Bills HIGH
Lee Kwon-hee CEO, Economist 6:16
Exchange into dollars now.
Dollar-won has fallen to a favorable level and U.S. Treasury yields are moving up, so Korean investors planning to buy U.S. stocks or travel should exchange into dollars now before the exchange rate rises again.
USD/KRW LOW
Lee Kwon-hee CEO, Economist 7:00
AI hardware FCF exceeds software.
Software names fell while hardware names rallied; both have good cash flow, but hardware now has far superior earnings and free cash flow, so even if rates rise, hardware can still clear the hurdle rate. The hardware sector has no fundamental reason to fall.
U.S. AI/Semiconductor Hardware HIGH
Lee Kwon-hee CEO, Economist 8:08
Micron nears technical cloud breakout.
Micron has been stuck inside a technical cloud and needed time to resolve; it has now reached the cloud's edge, suggesting a potential breakout attempt after a long consolidation.
MU MED
Lee Kwon-hee CEO, Economist 8:28
Enterprise SSD adoption lifts SanDisk.
SanDisk is rising because enterprise SSDs are being adopted in server racks; when server builders reduce HBM specs they must increase ESSD capacity, directly supporting NAND/SSD names like SanDisk. Seagate is mostly a hard-disk proxy and not the core story.
SNDK MED
Lee Kwon-hee CEO, Economist 9:11
Broadcom custom AI demand stronger than feared.
Broadcom's earnings should be good; valuation is not the main issue. New product news, guidance and customer commentary could come out better than expected. Fears that Google orders shift to Marvell are overblown because Broadcom is core to custom AI silicon, and substrate capacity expansion for both Nvidia and ASIC customers signals stronger custom AI demand.
AVGO HIGH
Lee Kwon-hee CEO, Economist 15:01
Cosmo investment benefits Pino precursor.
Pino is a recently listed secondary-battery precursor maker. Cosmo Shinmaterials took a 15 billion won third-party allotment stake, creating a precursor-cathode value chain similar to EcoPro Materials and EcoPro BM; Pino should benefit more because it receives the investment.
Pino MED
Lee Kwon-hee CEO, Economist 16:51
SK Telecom data center breakout setup.
SK Telecom is being re-rated as a data center play, not just telecom; an analyst report set a 140,000 won target and expects a high-point breakout attempt. Dividends, 5G, AI results and data center expectations are converging, and if the stock breaks the repeated 104,000 won resistance it can rally strongly.
017670.KS MED
Lee Kwon-hee CEO, Economist 18:19
Buy Naver on breakout above 234000.
Naver has repeatedly failed at 234,000 won resistance and is building a base; if it breaks that level it can trend higher and turn resistance into support. Below 210,000 won the chart could fail and fall sharply, so buy on breakout and respect stops. He personally holds.
035420.KS MED
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This 815 Money Talk (815머니톡) video, published September 01, 2026, features Yeo Hyun-kyu, Lee Kwon-hee discussing COIN, U.S. Short-Term Treasury Bills, USD/KRW, U.S. AI/Semiconductor Hardware, MU, SNDK, AVGO, Pino, 017670.KS, 035420.KS. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Yeo Hyun-kyu, Lee Kwon-hee  · Tickers: COIN, U.S. Short-Term Treasury Bills, USD/KRW, U.S. AI/Semiconductor Hardware, MU, SNDK, AVGO, Pino, 017670.KS, 035420.KS