May 21 Pre-Market: Iran Ceasefire Hopes, NY Stocks Rise, Philadelphia Semi 4.5% Surge / NVIDIA Revenue Beats, Samsung Electronics Labor Tentative Agreement

Summary

The video is a Korean morning market show covering May 21, 2026. Key catalysts: Iran ceasefire hopes drove US stocks higher, Philadelphia Semiconductor Index surged 4.5%, NVIDIA reported beat-and-raise earnings, and Samsung Electronics reached a tentative labor agreement averting a strike. Speakers recommended long positions in semiconductor names (Samsung Electronics, SK Hynix, Samsung Electro-Mechanics, substrate stocks) and beaten-down power equipment/renewable energy stocks. Macro risks from US treasury yields and oil were discussed but not directly traded.

• US stocks rallied on Iran ceasefire expectations and falling treasury yields.
• NVIDIA posted strong earnings with gross margin stabilization and customer diversification.
• Samsung Electronics avoided a strike with a tentative labor deal, removing a key uncertainty.
• Korean semiconductor stocks are expected to lead the rebound, especially Samsung and Samsung Electro-Mechanics.
• Substrate (기판) stocks like Simtech and Korea Circuit are seen benefiting from Vera Rubin memory demand.
• Power equipment and renewable energy stocks (Hyosung Heavy, CS Wind, OCI Holdings) are considered undervalued with policy tailwinds.
• The KOSPI opened sharply higher, with broad participation across sectors except defense.
• Speakers emphasized buying on dips and focusing on large-cap AI beneficiaries.