Only rising stocks are rising"...KOSPI is looking at 9000, but the concentration is getting worse

Summary

The video covers news from NVIDIA's GTC 2026, highlighting the Vera Rubin platform and AI agent theme, which drives memory demand. Memory prices have surged 7x in a year, boosting Korean exports and pushing KOSPI near 9000, though the rally is heavily concentrated in semiconductor and robot stocks. Park Se-ik shares his own investment views: buying Bitcoin around Halloween 2026 based on midterm cycles, and buying HYBE on sharp drawdowns due to strong K-pop content capabilities. He also advises patience for construction and small-cap stocks, expecting a recovery next year.

• NVIDIA unveils Vera CPU and Rubin platform at GTC 2026, emphasizing AI as a revenue driver.
• Memory prices (DDR5, NAND) have surged 7-10x over the past year, driving Korea's record exports.
• KOSPI nears 9000 but the rally is concentrated in semiconductors and robotics, with many small caps falling.
• Samsung Electronics' market cap reaches 2000 trillion won; SoftBank overtakes Toyota as Japan's largest company.
• Park Se-ik recommends a Halloween strategy for Bitcoin: buy around late October 2026.
• HYBE (352820.KS) is favored on 40-50% pullbacks due to its competitive idol pipeline (BTS, NewJeans).
• Short-term correction expected in June, with a deeper 15% dip in September/October, but bullish through 2027.
• Construction stocks (Hyundai E&C, DL E&C) may recover in 2027; small caps advised to hold patiently.