SK Hynix Plunge.. The Real Reason Jensen Huang's Good News Didn't Work / The Secret of Foreign Investor Supply Amidst Panic Selling? | CEO Lee Kwon-hee

Summary

On June 8, 2026, Korean markets plunged over 8% amid profit-taking tied to the SpaceX IPO and futures hedging. CEO Lee Kwon-hee argues the sell-off is temporary and advises buying large-cap oversold stocks like Samsung Electronics and SK Hynix. He also highlights Samsung Electro-Mechanics and LG Innotek as oversold relative to Japan's Murata. The host and Lee discuss futures flows, foreign buying, and the importance of monitoring US night futures and the VIX.

• Korean market opens sharply lower with KOSPI down over 10% at one point.
• Lee Kwon-hee attributes the drop to futures profit-taking and SpaceX IPO related hedging.
• He views the decline as temporary and recommends accumulating large-cap stocks at oversold levels.
• Samsung Electro-Mechanics and LG Innotek are singled out as MLCC plays oversold vs. Murata.
• Foreign investors are net buyers during the panic, while institutions sell futures.
• US night futures and the VIX are cited as key indicators for reversal signals.
• Lee advises patience and cash-heavy investors to buy the dip gradually.