Foreigners' Spot and Futures Moving Average Lines Have Met! Is This a Signal for a Bull Market Start? | Executive Director Park Se-ik & Chesley Head of Learning & Manager Jo Jae-wan [Byeoljubujeon / 26.08.29.Sat]

Summary

The video examines foreign investors' KOSPI spot and futures flows, noting that the 60-day and 120-day moving averages are crossing upward, which historically preceded KOSPI trend changes and is interpreted as a possible bull market start. It then analyzes Simmtech as a key beneficiary of NVIDIA's Vera Rubin and SoCAMM memory-module architecture, citing customer qualifications, internal capex funding, improving earnings, and a bullish chart breakout. NVIDIA's sovereign AI revenue pipeline and Korean memory suppliers are also highlighted as beneficiaries of broadening AI demand.

• Foreign spot/futures 60-day and 120-day moving averages have converged and are crossing upward; past crosses signaled KOSPI trend changes.
• Park Se-ik views the technical setup as the start of a bull market and also expects a post-US-midterm-election rally.
• NVIDIA's sovereign AI and non-big-tech ACI revenue grew 138.5% YoY to $40.3B, with about $150B in sovereign AI orders and only 7% recognized.
• Vera Rubin and SoCAMM architecture sharply increases memory and PCB demand; the SoCAMM market is projected to grow from $4.5B to $24B by 2028.
• Simmtech supplies SoCAMM module PCB and package substrates, passed qualification at Micron, Samsung Electronics, and SK hynix, and is expanding capacity with internal funds.
• Simmtech's chart shows a mini-box breakout with bullish moving-average alignment and a potential retest of its previous high.
• Korean memory names such as Samsung Electronics and SK hynix are seen as beneficiaries and are suggested as dip-buying candidates.