Trump Says No Nobel, No Peace… The Power of Physical AI… Hyundai Motor Nears KRW 100 Trillion Market Cap, Becomes Third Largest | Kwon Soon-woo, 3ProTV Team Lead

Summary

Kwon Soon-woo of 3ProTV reviews Trump's Greenland tariff threats, which hit European equities, and flags a 100% semiconductor tariff, Korean inflation, and FX defense as key risks. He argues Hyundai Motor is re-rating on physical AI and robotics partnerships with Boston Dynamics, Google DeepMind, and Nvidia. He also sees a broad secondary battery and lithium rebound, with POSCO Holdings as a direct beneficiary, and says KOSPI's push toward 5,000 is supported by market broadening beyond semiconductors. Host Jung Young-jin discloses a long-held Hyundai Motor position and says he will hold until KRW 800,000.

• Trump's Greenland claims and tariff threats pressured European indices and luxury/auto shares.
• Kwon Soon-woo sees 100% semiconductor tariffs, rising producer prices, and difficult FX defense as Korea risks.
• Hyundai Motor rallied sharply after CES Atlas and physical AI/autonomy partnerships.
• Robotics development barriers are falling due to Nvidia's Isaac, Omniverse, and Cosmos platforms.
• Secondary battery shares rebound as California EV subsidies, China export tax changes, and CATL mine suspension lift lithium.
• POSCO Holdings is highlighted for Australian mines, Argentine brine, and lithium processing exposure.
• KOSPI near 5,000 is viewed as less fragile because market breadth is improving beyond semiconductors.
• Host Jung Young-jin plans to hold Hyundai Motor until KRW 800,000.