Anxiety Left by OpenAI, Data Centers, and Interest Rates: Why You Should Wait a Beat Even With NVIDIA's Strong Performance | Hong Seon-ae, Jang Woo-jin, CEO of Geumsigong

Anxiety Left by OpenAI, Data Centers, and Interest Rates… Why You Should Wait a Beat Even with NVIDIA's Strong Performance | Hong Seonae, Jang Woojin, CEO of Geumsigong [Yeouido Insight]

Watch on YouTube ↗ | August 27, 2026 at 09:14 | 38:36 | 3PRO TV (삼프로TV)

Speakers

Jang Woo-jin — Writer

Hong Seon-ae — Anchor

Summary

Jang Woo-jin, CEO of Geumsigong, argues that NVIDIA's blowout earnings and FY2028 guidance still left the market unable to rally strongly, signaling unresolved anxiety around OpenAI, data center bottlenecks, and global rates. He sees Korean semiconductor momentum as broken and advises watching rather than chasing, while remaining constructive on power equipment. He also discusses Japan's yen weakness and commodity-driven inflation.

NVIDIA's strong guidance is overshadowed by concerns over OpenAI, data center constraints, and rates; Jang wants to watch the regular-session reaction.
Korean memory and semiconductor stocks failed to rally on the news, which he reads as a broken momentum warning.
Jang recommends buying Korean power equipment names with US plant exposure and AI/utility demand, including HD Hyundai Electric, Hyosung Heavy Industries, LS Electric, and Sanil Electric.
He advises broad-market patience and holding cash rather than aggressive individual-stock trading.
Japan's contradictory policy keeps the yen weak and makes yen-carry unwind fears premature.
Oil, diesel, and grain prices face upward pressure from Russia and Middle East supply disruptions and rising diesel costs.
He has dropped LG Innotek and Samsung Electro-Mechanics because they failed at must-rally spots.

Ideas

Jang Woo-jin Writer 3:39

Blowout guidance but weak reaction warrants caution.

NVIDIA delivered blowout earnings and introduced FY2028 guidance of roughly 78% revenue growth versus 43% consensus, yet the stock only rose about 5% after hours. Jang Woo-jin views the muted reaction as evidence that unresolved fears remain: OpenAI's profitability and demand, data center power and permitting bottlenecks, and the global rate and inflation backdrop. He wants to watch whether NVIDIA can build on gains in the regular session; a failure to break higher despite exceptional numbers would keep him cautious.

Jang Woo-jin Writer 16:32

Korean semis failed at must-rally level.

Korean semiconductor and memory names should have surged on NVIDIA's $1.3 trillion hyperscaler capex trajectory and memory supply constraints, but SK hynix faded from early gains and the sector could not hold. Jang Woo-jin reads that as a failed must-rally spot: the rally momentum is broken, market strength is weak, and he is more cautious on Korean semis.

Jang Woo-jin Writer 19:22

Dropping component makers that failed rally.

Jang Woo-jin previously followed LG Innotek and Samsung Electro-Mechanics as late-cycle component plays, but has now dropped them because even on positive news they could not rally when they should. A stock that cannot rise at a must-rise moment signals exhaustion, and he is avoiding them.

Jang Woo-jin Writer 25:00

Yen stays weak on muddled BOJ policy.

Japan is running contradictory policy: hiking rates for inflation while easing to support growth, so inflation is not being controlled and people have no reason to buy yen. Jang Woo-jin expects the yen to stay weak and says yen-carry liquidation fears are overdone for now because yen strength is unlikely.

Jang Woo-jin Writer 28:19

Supply shocks pressure energy and grains higher.

Jang Woo-jin sees a second oil shock from Middle East and Russia/Ukraine attacks: Russian refining is damaged, diesel crack margins and retail fuel prices are rising, diesel is lifting grain production costs, and crude supply is tightening globally. This keeps inflation pressure alive and supports upward pressure on energy and grain prices.

Jang Woo-jin Writer 31:35

Buy power equipment on US/AI demand.

Jang Woo-jin recommended buying power-equipment names. He argues the sector is a quantity cycle, not a price cycle like semiconductors, and that US onshoring, executive action on power equipment, and AI infrastructure spending keep demand intact even if AI buildout speed varies. US plant owners HD Hyundai Electric, Hyosung Heavy Industries and LS Electric, plus Sanil Electric's North America special transformer exposure, are beneficiaries after sharp pullbacks.

Jang Woo-jin Writer 35:58

Wait with cash; don't chase now.

Jang Woo-jin explicitly says now is the time to wait, not act. Rotation speed is very fast, individual-stock traders are getting trapped, and there is not enough liquidity for a confident rally. With cash, an investor can always take the next opportunity; losing money here could make them miss the real one.

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This 3PRO TV (삼프로TV) video, published August 27, 2026, features Jang Woo-jin discussing NVDA, 000660.KS, Korean semiconductor stocks, 009150.KS, JPY, DIESEL, DBA, WTI, 267260.KS, 298040.KS, 010120.KS, EWY. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jang Woo-jin · Tickers: NVDA, 000660.KS, Korean semiconductor stocks, 009150.KS, JPY, DIESEL, DBA, WTI, 267260.KS, 298040.KS, 010120.KS, EWY