Byeoljubujeon Chesley Weekend Live [July 4, 2026]

[Byeoljubujeon] Chesley Weekend Live [26/07/04]

Watch on YouTube ↗ | July 04, 2026 at 10:37 | 2:30:50 | Chesley Investment Advisory (체슬리투자자문)

Speakers

Kim Yuri — Analyst

Clare Pleydell-Bouverie — Co-Head of Global Innovation, Liontrust Asset Management

Taband — Investor

Burgeon — Analyst

Choi Ho — Vice President

In-Gam-Dok — Analyst

Summary

The Chesley weekend live stream reviews US and Korean markets. Speakers see a near-term rebound in semiconductors after a Meta-triggered sell-off, highlight Moderna's pipeline revival, debate Palantir's competitive moat, and identify Korean cosmetics ODM leader Kolmar Korea as a structural growth play.

US market: AI capex still robust, Philadelphia Semiconductor Index oversold and expected to rebound next week.
Biotech (NBI) serves as downside cushion, indicating risk appetite remains alive.
Moderna’s flu vaccine and in-vivo CAR-T pipeline reignite growth story; chart breaks out.
Palantir’s role as AI orchestration platform debated; one guest starts accumulating on dips.
Korean market: rotation from large-cap semis to small-cap growth after government mega-project announcement.
Kolmar Korea highlighted as a dominant ODM with full factories, high suncare margins, and global expansion.
Short-term picks include Samsung Electronics on earnings, Simtech, Eo Technics, Samsung Electro-Mechanics, and JP Morgan.
Private credit risks analyzed and deemed much smaller than 2008, reducing systemic fear.

Ideas

Kim Yuri Analyst 6:08

Semiconductor rally will resume next week.

AI capex remains strong and hyperscaler spending continues to rise; the recent Meta noise is temporary and the Philadelphia Semiconductor Index is oversold after a 10% drop, setting up for a rebound next week.

Kim Yuri Analyst 13:06

Biotech breakout signals market strength.

The Nasdaq Biotechnology Index (NBI) has been rising steadily, acting as downside support while semiconductors correct, indicating that market risk appetite remains intact and biotech growth stocks are attracting flows.

Clare Pleydell-Bouverie Analyst 37:43

Moderna turnaround on new pipelines.

Moderna's growth story is reviving with flu vaccine (mRNA‑1010) FDA advisory committee unanimous approval, expansion into in‑vivo CAR‑T (mRNA‑6007), big pharma M&A validating the platform, and a breakout on the daily chart from a six-month base, making it an attractive turnaround play.

Taband Investor 62:00

Accumulate Palantir as AI OS play.

Palantir is the operating system for AI, with its government-tested secure platform ready to expand into civilian markets; when the hardware cycle matures, Palantir will be the big winner and should be accumulated on dips.

Burgeon Analyst 115:31

Kolmar Korea structural growth play.

Kolmar Korea is the dominant ODM (like TSMC for cosmetics) with factories running above 100% utilization, high-margin suncare driving a 2Q earnings beat, global expansion with a new US plant, and structural growth supported by K‑beauty export momentum, making it an attractive long.

Clare Pleydell-Bouverie Analyst 148:04

JP Morgan on hawkish Fed minutes.

JP Morgan and financials are likely to benefit from the first FOMC minutes under the new chair, expected to sound hawkish, which would favor bank stocks.

In-Gam-Dok Analyst 148:56

Simtech substrate rebound on AI demand.

Semiconductor substrate stocks like Simtech benefit directly from HBM and AI server expansion; after a sharp pullback, a rebound in the semiconductor space is likely, making Simtech a tactical long.

Taband Investor 149:14

Eo Technics semi equipment bounce.

Eo Technics, a semiconductor laser equipment maker, is a leveraged play on the semiconductor rebound expected in the coming week.

Burgeon Analyst 149:21

Samsung Electro-Mechanics MLCC demand recovery.

Samsung Electro‑Mechanics, the MLCC maker, was among the weekly top gainers, pulled back on Friday and recovered, and is set to benefit from rising AI server and HBM demand, offering a chart-based rebound entry.

Choi Ho Vice President 149:49

Samsung Electronics earnings rebound play.

Samsung Electronics will report earnings next week, and with the semiconductor sector expected to rebound from oversold conditions after the Meta-driven sell-off, the stock is set for a bounce.

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This Chesley Investment Advisory (체슬리투자자문) video, published July 04, 2026, features Kim Yuri, Clare Pleydell-Bouverie, Taband, Burgeon, In-Gam-Dok, Choi Ho discussing SOX index, NBI index, MRNA, PLTR, 161890.KS, JPM, Simtech, 039030.KQ, 009150.KS, 005930.KS. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Yuri, Clare Pleydell-Bouverie, Taband, Burgeon, In-Gam-Dok, Choi Ho · Tickers: SOX index, NBI index, MRNA, PLTR, 161890.KS, JPM, Simtech, 039030.KQ, 009150.KS, 005930.KS