Stories of Extraordinary People Getting Rich Through Stocks with Executive Director Park Se-ik, Chesley Head of Learning, and Dr. So Hyun-chul

Summary

The weekly show reviews a divergent Korean market with KOSPI down 5% but KOSDAQ up 11%, signaling a sector rotation. Im Supervisory Director highlights Simmtech as the strongest rebounding AI substrate stock and a new leader. Burgernim presents a detailed bullish thesis on solar-related OCI Holdings and Hanwha Solutions, driven by US trade restrictions on China and AI data center power demand. Clairenim analyzes Palantir's strong earnings, expanding large deals, and attractive entry after a de-rating. Dr. So Hyun-chul forecasts Korean won strength from monetary and macro policy changes, and calls for buying utilities, food, and steel sectors.

• KOSPI fell 5% for the week but KOSDAQ surged 11%, reflecting money rotating from large-cap chips into growth sectors.
• Simmtech (222800.KQ) identified as the strongest AI substrate stock based on post-crash rebound strength and heavy volume breakouts.
• OCI Holdings (010060.KS) and Hanwha Solutions (009830.KS) are major beneficiaries of US solar import bans on China and surging AI data center electricity demand.
• Palantir (PLTR) delivered accelerating growth and large deal expansion while its forward P/E compressed to 91x, offering a compelling risk/reward.
• US-Japan currency cooperation and BOK rate hikes are pushing the won stronger, favoring import-cost-sensitive Korean sectors such as electric utilities, food, and steel.
• The show also discusses seasonal trading patterns in cosmetics and potential battery material beneficiaries from US China restrictions, but views them as less actionable near-term.