Google's Earnings Saved It... Why Samsung Electronics and SK Hynix Are Relieved / AI Investment Is Not Over... The Future of Semiconductors Shown by Google's Earnings | CEO Lee Gwon-hee

Watch on YouTube ↗  |  July 23, 2026 at 01:30  |  19:47  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee analyzes Alphabet's earnings, concluding that strong cloud growth and capex plans remove headwinds for Korean memory stocks such as Samsung Electronics and SK Hynix. He highlights a broader opportunity in beaten-down small-cap thematic names (robotics, telecom equipment) trading in a supply vacuum, and singles out Classys as a valuation turnaround. Geopolitical noise and the failure to hold the KOSPI 200 7050 level create a choppy environment, requiring caution and selective bottom-fishing.

  • Alphabet cloud revenue surged 81.8% and capex outlook was raised, calming AI investment fears.
  • Foreign investors resumed aggressive buying of Samsung Electronics and SK Hynix following the Google print.
  • Beaten-down small-cap themes like robotics and transmission equipment are in a supply vacuum and can rally 40-50% on catalysts.
  • Classys is a specific undervalued play: earnings growing from KRW 50 bn to 170 bn while valuation collapsed to 13x.
  • KOSPI 200 futures failed to hold the 7050 trend-reversal level; that threshold remains a key monitor.
  • Geopolitical tensions (Middle East, oil spike, Trump threats) added to intraday volatility and market unease.
  • The market is described as distorted and difficult, favoring patient accumulation of abandoned names rather than chasing rallies.
Ideas
Lee Kwon-hee CEO, Economist 2:15
AI capex continues, memory stocks benefit.
Alphabet's strong Q2 cloud revenue growth (81.8%) and upwardly revised capex plans confirm that AI infrastructure spending is not fading, removing a key overhang for Korean memory makers. Samsung Electronics and SK Hynix are direct beneficiaries, and foreign investors have resumed aggressive buying, seeing the Google earnings as a validation to add exposure.
005930.KS 000660.KS MED
Lee Kwon-hee CEO, Economist 4:06
Watch 7050 for trend reversal signal.
The KOSPI 200 futures failed to hold above the critical 7050 level, and a sustained break and hold above that threshold is necessary to confirm a bullish trend reversal. Until then, the trend-following signal is not active, making the 7050 level a key monitor for directional bias.
KOSPI 200 futures LOW
Lee Kwon-hee CEO, Economist 11:51
Abandoned small-caps ready to bounce.
Many Korean small- and mid-cap stocks with long-term secular themes (robotics, defense, 5G/telecom equipment) have been abandoned and sold into a supply vacuum without fundamental deterioration. With any catalyst, these stocks can rebound 40-50% from depressed levels, making it a stock-picking opportunity to buy forgotten names before they surge.
108490.KQ 277810.KQ 218410.KQ 230240.KQ 115500.KQ MED
Lee Kwon-hee CEO, Economist 13:25
Cheap valuation, recovery catalyst ahead.
Classys has seen its valuation compress to around 13x forward earnings despite strong profit growth (from KRW 50 bn to an expected KRW 170 bn) and early signs of Q2 revenue growth recovery. The stock has been excessively punished relative to its fundamentals, creating a turnaround opportunity now supported by a new analyst report.
214150.KQ MED
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This 815 Money Talk (815머니톡) video, published July 23, 2026, features Lee Kwon-hee discussing 005930.KS, 000660.KS, KOSPI 200 futures, 108490.KQ, 277810.KQ, 218410.KQ, 230240.KQ, 115500.KQ, 214150.KQ. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 005930.KS, 000660.KS, KOSPI 200 futures, 108490.KQ, 277810.KQ, 218410.KQ, 230240.KQ, 115500.KQ, 214150.KQ