Jensen Huang's Visit D-Day! What's the Real Benefit?

Summary

Lee Kwon-hee, CEO of Wizwave, discusses the implications of Jensen Huang's visit to Korea. He identifies Naver as the biggest potential beneficiary, with LG Electronics also in a position to gain. He also expects a short-term boost for KOSDAQ from government measures and sees a possible foreigner-driven rally in Samsung Electronics. The conversation covers market volatility, technical analysis, and the broader AI theme.

• Jensen Huang's visit is interpreted as a business development trip to sell NVIDIA chips and expand the AI ecosystem in Korea.
• Naver Cloud is highlighted as a prime candidate to become a CoreWeave-like AI cloud partner for NVIDIA.
• LG Electronics is noted for its own LLM model and potential collaboration in physical AI.
• KOSDAQ may see a short-term rally due to government revitalization measures promised after local elections.
• Samsung Electronics could attract foreign buying again, especially after June options expiry and MSCI watch-list progress.
• The speaker advises against holding illiquid small-cap KOSDAQ stocks and suggests rotating into higher-quality names.
• Broadcom's post-earnings drop is viewed as a technical pullback within an uptrend, not a fundamental deterioration.
• Market volatility is expected to persist through the next week, offering buying opportunities on dips.