AI Factory Era.. Naver's Big Reversal, Why Institutions Swept It Up Yesterday / Semiconductor Materials, Parts, and Equipment Stocks That Will Soar | CEO Lee Gwon-hee

Watch on YouTube ↗  |  June 09, 2026 at 03:00  |  21:23  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses the AI factory theme following Jensen Huang's comments, highlighting Naver as Korea's CoreWeave and a major beneficiary. He also favors Samsung Electro-Mechanics over expensive Japanese peers, watches Isu Petasys for MLB demand, and views Broadcom as fundamentally sound despite selloff. The video covers semiconductor rebounds, SpaceX IPO liquidity concerns, and institutional flows.

  • Naver surged as institutions bought heavily on AI factory partnerships and data center value.
  • Samsung Electro-Mechanics is undervalued versus Ibiden/Murata on next-year earnings.
  • Isu Petasys' MLB competitor reported 50%+ revenue growth, signaling sector strength.
  • Broadcom's earnings and guidance are good, selloff was overdone.
  • SK hynix and Samsung Electronics rebounded but no independent thesis was offered.
  • SpaceX IPO may cause short-term rally then decline, potentially draining liquidity.
  • Japanese semiconductor component stocks remain expensive at 70-75x P/E.
  • Korean economic growth surprised at 1.8% Q1, supporting domestic recovery.
Ideas
Lee Kwon-hee CEO, Economist 5:00
Broadcom's earnings and guidance are solid.
Broadcom's earnings and guidance are actually good; the recent selloff was due to excessively high market expectations, not a fundamental deterioration. The company continues to perform well in custom AI chips (TPU) and networking.
AVGO MED
Lee Kwon-hee CEO, Economist 5:12
Naver is Korea's CoreWeave in AI.
Naver is becoming Korea's CoreWeave in the AI factory era. Its data center and AI cloud business will drive significant value, and based on CoreWeave's market cap per GW, Naver's target price could reach 400,000 won. Institutions swept up Naver yesterday as the primary beneficiary of Jensen Huang's AI factory announcement.
035420.KS HIGH
Lee Kwon-hee CEO, Economist 14:02
Samsung Electro-Mechanics cheap vs Japanese peers.
Samsung Electro-Mechanics is undervalued versus Japanese peers Ibiden and Murata. On next year's earnings, its forward P/E is around 60x, significantly lower than Ibiden's 70x and Murata's 75x. It benefits from tight supply in both substrates and MLCC, and a Taiwanese MLCC competitor reported 80% revenue growth, supporting the thesis.
009150.KS HIGH
Lee Kwon-hee CEO, Economist 15:30
Isu Petasys may benefit from MLB demand.
Isu Petasys, a manufacturer of MLB (multi-layer boards), should be watched because its competitor in the same space reported over 50% annual revenue growth, signaling strong demand in the segment. The stock may benefit from the same tailwinds.
007660.KQ MED
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815 Money Talk (815머니톡) · Jun 09

This 815 Money Talk (815머니톡) video, published June 09, 2026, features Lee Kwon-hee discussing AVGO, 035420.KS, 009150.KS, 007660.KQ. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: AVGO, 035420.KS, 009150.KS, 007660.KQ