July 26 Morning Broadcast Full View: New York Stock Market Rises on Semiconductor Rebound; Tariffs and Middle East Tensions as Variables

[July 26, 2022 Morning Broadcast Full View] New York Stock Market Closes Up Amid "Sharp Rebound" in Semiconductor Stocks... Tariffs and Middle East Tensions "Variables

Watch on YouTube ↗ | July 22, 2026 at 03:17 | 6:08:26 | 3PRO TV (삼프로TV)

Speakers

Park Myung-seok — Curator

Ha Chang-hwan — CEO

Kim Hong-sik — Managing Director, Hana Securities Research Center

Kwon Soon-ho — Team Lead, Sampro TV

Park Sang-hee — Editor-in-Chief

Choi Yoon-young — Team Lead, Hanwha Investment & Securities

Lee Jong-won — Team Lead, WM Center, Hana Securities

Jeon Byung-hwa — Commissioner

Lee Yeok-jin — Deputy

Summary

The broadcast covers the sharp rebound in global semiconductor stocks, driven by a positioning washout and strong AI demand. Guests provide detailed investment ideas across US and Korean memory/equipment stocks, software, telecom equipment, robots, and crypto. Macro risks from Middle East tensions, oil prices, and leveraged ETF volatility are also discussed.

US semiconductor and memory stocks rally on positioning clean-up and TSMC price hike.
Samsung Electronics and SK Hynix seen as attractive after leverage-driven sell-off.
Morgan Stanley picks quality software names with AI-proof competitive moats.
Korean wireless telecom equipment stocks positioned for a mega-cycle from US spectrum auction.
Robot component makers surge on Samsung-Hyundai military robot dog contract.
Bitcoin breaks $66k with ETF inflows and a shift towards gold-like hedging behavior.
Middle East tensions and supply route risks keep oil prices elevated.
KOSDAQ faces structural outflows and concentration risks from leveraged ETF distortions.

Ideas

Park Myung-seok Curator 35:20

Semiconductor sell-off was positioning, buy now.

The sharp semiconductor sell-off was caused by positioning and leverage unwinding, not fundamental deterioration. AI demand remains robust, with Databricks CEO noting GPU shortages and TSMC planning a 10% price hike next year. UBS upgraded its S&P 500 target and called the correction a buying opportunity, listing a basket of semiconductor stocks to buy.

Park Myung-seok Curator 43:41

Buy quality software stocks with AI moats.

Morgan Stanley argues the software sell-off is overdone and that select companies with strong competitive moats will thrive in the AI era. They named eight stocks to buy: Microsoft, Palo Alto Networks, CrowdStrike, Cloudflare, Datadog, ServiceNow, Snowflake, and Shopify. Security software is particularly well-positioned.

Kwon Soon-ho Team Lead, Sampro TV 114:13

Robot dog deployment drives robot component stocks.

Samsung Electronics and Hyundai Rotem have jointly developed a military robot dog that will be deployed in the second half of the year. Samsung is also creating a dedicated robot business unit. This validates the physical AI and robotics theme, directly benefiting actuator and reducer component makers like SPG, Rainbow Robotics, and Robotis.

Ha Chang-hwan CEO 172:00

Buy Samsung and SK Hynix on positioning flip.

After a severe drop driven by leveraged ETF forced selling and foreign outflows, option market positioning has flipped bullish. If Samsung Electronics and SK Hynix can reclaim technical resistance levels (SK Hynix 220,000–250,000 KRW; Samsung Electronics 282,000–300,000 KRW), the trend will turn decisively higher. The rebound should at least retrace 50% of the decline.

Lee Jong-won Team Lead, WM Center, Hana Securities 211:33

Watch Hyundai Motor for robotics catalyst.

Hyundai Motor's stock has bottomed but lacks near-term momentum. A potential game-changer is the rumored investment by Google in the Boston Dynamics robot training facility in August, and the company's need to demonstrate natural-language-commanded robots. If such catalysts materialize, the stock could surge, but for now it is a developing situation worth monitoring.

Kim Hong-sik Managing Director, Hana Securities Research Center 240:00

SK Telecom re-rating as AI telecom play.

SK Telecom is not a defensive stock but an AI play tightly linked to the coming telecom equipment boom. New AI-driven 5G rate plans and government cooperation will boost its valuation. The stock can return to its previous high of 130,000 KRW.

Kim Hong-sik Managing Director, Hana Securities Research Center 242:03

Wireless telecom equipment mega-cycle starting soon.

A major wireless telecom equipment cycle is beginning, mirroring 2019, driven by the upcoming US upper C-band spectrum auction. The FCC is expected to approve the auction soon, triggering a multi-year investment wave. Recent stock price plunges are a massive overreaction, and names like KMW, RFHIC, and HFR could see 10x moves as the cycle plays out.

Park Sang-hee Editor-in-Chief 309:17

Bitcoin rallies on ETF inflows and hedge appeal.

Bitcoin has rallied to a five-week high above $66,000, with five consecutive days of spot ETF inflows. Its correlation with gold has strengthened recently, suggesting it may regain its appeal as an inflation hedge. Even if rates rise, Bitcoin could remain resilient. Additionally, progress on the Clarity Act in the Senate provides a positive regulatory catalyst.

Choi Yoon-young Team Lead, Hanwha Investment & Securities 355:19

HYPE token benefits from prediction market upgrade.

Hyperliquid's HIP-4 upgrade will enable permissionless prediction markets on its platform, significantly lowering the barrier to entry. If the prediction market sector grows, demand for staking HYPE tokens will increase, creating a positive feedback loop for the token price.

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This 3PRO TV (삼프로TV) video, published July 22, 2026, features Park Myung-seok, Kwon Soon-ho, Ha Chang-hwan, Lee Jong-won, Kim Hong-sik, Park Sang-hee, Choi Yoon-young discussing MU, AMD, INTC, ADI, AVGO, DELL, HPQ, WDC, LRCX, KLAC, STX, AMAT, CRWD, NOW, MSFT, NET, PANW, DDOG, SHOP, SNOW, 277810.KQ, 058610.KQ, 108490.KQ, 005930.KS, 000660.KS, 005380.KS, 017670.KS, 032500.KQ, 230240.KQ, 218410.KQ, BTC, HYPE. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Kwon Soon-ho, Ha Chang-hwan, Lee Jong-won, Kim Hong-sik, Park Sang-hee, Choi Yoon-young · Tickers: MU, AMD, INTC, ADI, AVGO, DELL, HPQ, WDC, LRCX, KLAC, STX, AMAT, CRWD, NOW, MSFT, NET, PANW, DDOG, SHOP, SNOW, 277810.KQ, 058610.KQ, 108490.KQ, 005930.KS, 000660.KS, 005380.KS, 017670.KS, 032500.KQ, 230240.KQ, 218410.KQ, BTC, HYPE