Why You Should Buy More Samsung Electronics and SK hynix When They Fall on Fear / Money Is Flowing into Korean Stocks; 'To Make Big Money, Do This' | CEO Lee Kwon-hee

삼성전자·SK하이닉스 공포로 빠질 때 더 사야 하는 이유 / 한국 증시로 돈이 몰리고 있다. '크게 벌려면 이렇게 하세요' | 이권희 대표
Watch on YouTube ↗  |  February 10, 2026 at 03:00  |  18:44  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee, CEO of WizWave, explained why he bought Samsung Electronics and Hyundai Motor during a sharp Friday selloff driven by AI-bubble fears. He argued that Big Tech AI capex must continue, making memory, HBM and the broader AI semiconductor supply chain key beneficiaries. He also highlighted record Korean equity fund inflows, foreign buying and ETF creation as liquidity drivers for KOSPI. He advised holding Samsung Electronics, SK hynix and Hyundai Motor through volatility rather than taking short-term profits.

  • Friday selloff was seen as overdone AI-bubble fear; Lee bought more Samsung Electronics and Hyundai Motor.
  • AI capex continues; memory, HBM and the semiconductor supply chain are key beneficiaries.
  • Micron HBM4 exclusion rumor was dismissed; Micron's large capex plans remain aggressive.
  • KOSPI is supported by record equity fund inflows, foreign buying and ETF creation.
  • Samsung Electronics chart shows rising lows; leverage ETF creation is viewed positively.
  • Hyundai Motor's Atlas robot progress and analyst reports are cited as re-rating catalysts.
  • Doosan Enerbility was cited as a favored name with foreign and institutional buying.
  • Lee favors long-term holding and buying dips over short-term trading.
Ideas
Lee Kwon-hee CEO, Economist 0:43
Buy Samsung and Hyundai on fear-driven dips.
The Friday selloff was an overreaction to AI-bubble fears and weak China sentiment. After checking the news, Lee Kwon-hee saw it as a buying opportunity and bought more Samsung Electronics and Hyundai Motor. In a strong market, investors should buy quality large caps aggressively when they fall sharply and then hold through the rebound.
005930.KS HIGH
Lee Kwon-hee CEO, Economist 0:43
Buy Samsung and Hyundai on fear-driven dips.
Hyundai Motor is showing a stronger robot momentum than Tesla after an IR event and an Atlas humanoid training video. Analysts published positive reports, and the simple logic that Hyundai sells many cars while its robot business progresses could drive the shares toward a much higher value, with the Tesla valuation gap implying large upside.
005380.KS HIGH
Lee Kwon-hee CEO, Economist 4:26
AI semiconductor capex benefits memory and foundry.
The rumor that Micron was dropped from HBM4 is not true according to his information. Korean media removed the word rumor and reported it as fact, creating a mistaken negative perception. Micron is investing heavily, including a large New York fab, so it is unlikely to be excluded, and the bad sentiment can reverse.
MU HIGH
Lee Kwon-hee CEO, Economist 4:26
AI semiconductor capex benefits memory and foundry.
Big Tech's AI capex is debt-funded but must continue, and the direct beneficiaries are semiconductors, especially memory and HBM. Samsung Electronics, SK hynix and Micron face an environment where memory and HBM demand keeps rising, while TSMC, Nvidia and Broadcom also benefit as AI-chip orders increase.
TSM NVDA AVGO 000660.KS HIGH
Lee Kwon-hee CEO, Economist 6:44
Korean liquidity drives KOSPI higher.
Record domestic equity fund inflows and BofA data showing a surge in Korea equity flows, plus continued foreign buying and special liquidity from fund and ETF creation, are strong enough to pull the KOSPI higher. He expects the index can break above 5,376 and make new highs.
EWY HIGH
Lee Kwon-hee CEO, Economist 7:28
Doosan Enerbility favored on strong flows.
Doosan Enerbility is a stock he strongly pushes, and it appeared in both foreign and institutional buying lists, showing strong overlapping demand from major investor groups.
034020.KS MED
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This 815 Money Talk (815머니톡) video, published February 10, 2026, features Lee Kwon-hee discussing 005930.KS, 005380.KS, MU, TSM, NVDA, AVGO, 000660.KS, EWY, 034020.KS. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 005930.KS, 005380.KS, MU, TSM, NVDA, AVGO, 000660.KS, EWY, 034020.KS