Didn't rise at all when semiconductors jumped 10x… Stocks that will make you money if you buy them now

Summary

Park Se-ik discusses US AI export controls on Anthropic's Mithos model, Trump's NK dialogue hint, SK Group's AI transformation push, data center delay risks, and SpaceX's dominance. In the featured interview, Kim Min-guk of VIP Asset Management argues that while semiconductor stocks still have upside, the real opportunity lies in deeply undervalued small/mid-cap holding companies and auto parts firms with robotics exposure that have lagged the rally.

• US restricts foreign access to advanced AI models, accelerating sovereign AI competition.
• Trump posts old photo with Kim Jong-un, hinting at possible renewed NK talks before midterms.
• SK Chairman orders company-wide AI agent deployment, signaling aggressive AX push.
• Community opposition threatens 40% of planned US data center projects, a risk for AI capex.
• SpaceX IPO values it at $2.11T; Rocket Lab benefits from small-launch niche and Korea ties.
• Kim Min-guk: small-mid holding companies with PBR 0.1-0.3x and strong shareholder returns are the next big revaluation trade.
• He also favors profitable auto parts companies that will ride the physical AI/robot wave.
• Biotech may rebound later this year when interest rates begin to fall.