Circle Stock Price Soars — Will Stablecoin Stocks Take Off Now? / Unfair Alteogen — Why We See KOSPI Up To 7,500 | CEO Lee Kwon-hee

Circle Stock Price Soars... Will Stablecoin Stocks Take Off Now? / Unfair Alteogen... Why We See KOSPI Up To 7500 | CEO Lee Gwon-hui
Watch on YouTube ↗  |  September 04, 2026 at 03:00  |  25:16  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses the US market's reaction to Fed commentary, the AI hardware/software rotation barbell, and stablecoin momentum led by Circle and the Clarity Act. He also covers Robotis's robotics data and actuator story, Samsung SDI's near-target profit-taking risk, and Alteogen's undervaluation. He ends with a bullish KOSPI view targeting 7,500 by year-end while keeping risk management in mind.

  • Waller's dovish comments cooled rate-hike fears and lifted US indices.
  • AI hardware and AI software are rotating, so a barbell holding both is recommended.
  • Circle/USDC is gaining stablecoin share with Clarity Act progress; Korean stablecoin-related names are short-term momentum only.
  • Robotis is supported by Micro Duck actuators, China humanoid scale-up, and an Uzbekistan data-factory model.
  • Samsung SDI is near analysts' target, and a short-term correction is likely.
  • Alteogen's Novartis gene-therapy deal and forward valuation are seen as undervalued.
  • Lee holds KODEX 200 from the 6,200 area and targets KOSPI above 7,500 by year-end.
Ideas
Lee Kwon-hee CEO, Economist 5:07
Hold both AI hardware and software sectors.
The US market is rotating day-to-day between AI hardware and AI software. The speaker warns against chasing whichever side moved most recently and instead recommends a barbell strategy that holds both AI hardware and AI software sectors to avoid being whipsawed by the rotation.
SMH IGV HIGH
Lee Kwon-hee CEO, Economist 6:21
USDC adoption and Clarity Act favor Circle.
Circle is the core way to express the stablecoin adoption trend. USDC's market cap has broken above $75 billion, usage is expanding, and the GENIUS Act framework has passed. The follow-on Clarity Act is viewed as more important than FIT21 because it would ease remaining restrictions, and CEO Jeremy Allaire's testimony increased confidence that the Clarity Act will pass. USDC is also gaining ground against USDT and is positioned to become the main compliant stablecoin.
CRCL HIGH
Lee Kwon-hee CEO, Economist 11:05
Robotis leads robotics parts and data.
Robotis is rallying because the popular Micro Duck robot uses its actuators as key components. A KB report showed China sales tripled, Chinese humanoid shipments are scaling from 600 to 2,600 units, and its Uzbekistan data factory will collect and sell humanoid behavior data at $20-$1,000 per hour with labor costs only 28% of China. The speaker sees this as a differentiated robotics parts and data story that is better than the JP Morgan Micro Duck report.
108490.KQ HIGH
Lee Kwon-hee CEO, Economist 13:39
Samsung SDI near target; take profits.
Samsung SDI has rallied near an analyst target price of 667,000 won, leaving limited upside. The speaker warns that a short-term correction may come and says investors should take profits in the mid-to-high 600,000s rather than chasing toward 700,000.
006400.KS MED
Lee Kwon-hee CEO, Economist 14:46
Alteogen undervalued with global top-tier pipeline.
Alteogen's Novartis deal to develop the world's first subcutaneously delivered gene therapy validates a global top-tier pipeline of 10 partners and 31 products. Forward valuation drops to about 40x in 2027 and 29x the following year, which the speaker considers cheap versus the 80-90x multiples that high-growth biologics companies previously received. He compares now to buying Celltrion ten years ago and expects the stock to go higher, warning shorts against fighting it.
196170.KQ HIGH
Lee Kwon-hee CEO, Economist 19:37
Korean stablecoin names only short-term momentum.
The US stablecoin-sector surge could spill into small Korean stablecoin-related names such as Galaxia Moneytree, Kakao Pay, Naver, NHN, KCP, and LG CNS. However, the speaker views these as small, volatile, and only short-term momentum trades; he says exposure should stay under 5% until the Clarity Act actually passes.
Galaxia Moneytree Kakao Pay 035420.KS 181710.KS KCP LG CNS MED
Lee Kwon-hee CEO, Economist 23:09
KOSPI to 7,500; holds KODEX 200.
The speaker believes KOSPI will rise above 7,500 by year-end despite current fears of a downturn. He has kept a 1 billion won position in KODEX 200 bought near the 6,200 level and has not sold any of it.
069500.KS HIGH
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This 815 Money Talk (815머니톡) video, published September 04, 2026, features Lee Kwon-hee discussing SMH, IGV, CRCL, 108490.KQ, 006400.KS, 196170.KQ, Galaxia Moneytree, Kakao Pay, 035420.KS, 181710.KS, KCP, LG CNS, 069500.KS. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: SMH, IGV, CRCL, 108490.KQ, 006400.KS, 196170.KQ, Galaxia Moneytree, Kakao Pay, 035420.KS, 181710.KS, KCP, LG CNS, 069500.KS