Don't mistake AI for being over... This stock will eventually explode again. If you're stuck, be stuck in market-leading stocks / Will the Korean stock market become a bull market again? (#GosuJjeonseol) Super Retail Investor Nam Seok-gwan, Chairman

Summary

Chairman Nam Seok-gwan argues the AI era is far from over and semiconductors stay the market's core. He recommends long-term investors buy Samsung Electronics and SK Hynix on weakness, while avoiding Hyundai Motor and robotics stocks that won't lead. He watches US memory names Micron and SanDisk/Western Digital as a signal for a Korean semiconductor rebound.

• AI era continuation keeps semiconductors as the center of the market.
• High volatility makes active trading hard; many should rest.
• Samsung Electronics and SK Hynix near the 120-day moving average are attractive for long-term buyers.
• Hyundai Motor and other non-semiconductor large caps are not expected to lead the next rally.
• Korean robotics stocks lack profitability and remain unattractive despite physical AI hype.
• Micron and SanDisk/Western Digital are leading indicators; a recovery there would trigger a rebound in Korean semis.
• Simple rules: sell if good news doesn't lift price, buy if bad news doesn't push price lower.