Why is money flowing into the US space industry? Which US space ETF is best? | Park Hyeonji, Yeo Doeun, Heo Jaemu

Why is money flowing into the US space industry? Which US space ETF is best? _26.04.30. | Park Hyeonji, Yeo Doeun, Heo Jaemu [Morning N Investment]
Watch on YouTube ↗  |  April 30, 2026 at 02:08  |  34:30  |  3PRO TV (삼프로TV)
Speakers
Yeo Doeun — Host
Park Hyun-ji — Manager

Summary

The episode reviews weekly ETF flows and investment ideas, with Park Hyeonji focusing on power infrastructure, gold, U.S. space ETFs, and Nasdaq ETF implementation. The hosts also note Hive's move around BTS expectations. The main implication is that AI-driven power demand remains a key theme, while space ETFs are presented as a long-term accumulation opportunity before a possible SpaceX IPO and Nasdaq ETFs are favored for long-term tech exposure.

  • Power equipment and ESS ETFs are favored for near-term AI data-center electricity demand.
  • Nuclear and renewable power ETFs are suggested as slower long-term additions.
  • Gold and precious-metals ETFs are seen as accumulation candidates before expected rate cuts.
  • U.S. space ETFs are presented as buyable ahead of a possible SpaceX IPO, with different ETF structures.
  • Nasdaq ETFs are favored for long-term tech exposure, with active and covered-call variants discussed.
  • Hive is noted as an entertainment stock supported by BTS comeback earnings expectations.
  • Oil, Bitcoin, semiconductors, steel, and pending iShares Nasdaq ETF were treated as flow observations rather than clear accepted ideas.
Ideas
Yeo Doeun Host 0:52
BTS comeback should prove Hive earnings.
Entertainment stocks are moving, and Hive rose around 6% before the holiday. Although Hive fell after BTS resumed activities and some said attendance was weaker than expected, the market still expects the BTS comeback to prove out earnings, supporting the stock.
352820.KS LOW
Park Hyun-ji Manager 8:04
Add nuclear and renewables for long-term power.
Nuclear and renewable power still need regulatory issues and large capex to be resolved, so their earnings may arrive more slowly than power equipment or ESS. She still recommends adding them as a long-term power allocation, around 20% of the power ETF bucket, to complement faster near-term power equipment and storage exposure.
Nuclear and renewable energy ETFs MED
Park Hyun-ji Manager 8:22
AI power bottleneck lifts equipment and storage.
AI data-center electricity demand is creating a power bottleneck, driving faster replacement of transformers and power equipment and keeping order backlogs strong. She recommends making power equipment the largest part of a power-related ETF allocation and adding ESS, with roughly 40-50% in power equipment and around 30% in ESS, because their earnings visibility is faster than nuclear or renewables.
Power equipment ETFs ESS ETFs HIGH
Park Hyun-ji Manager 13:21
Accumulate gold on weakness before rate cuts.
Gold and precious-metal ETFs have been weak as money rotated into AI, power, and semiconductors, and unresolved rates have hurt near-term attractiveness. She views this weakness as an accumulation opportunity, expecting at least one U.S. rate cut this year and continued long-term gold buying support.
GLD GLTR MED
Park Hyun-ji Manager 14:55
Space ETFs are buyable before SpaceX IPO.
U.S. space/aerospace ETFs have pulled back after listing even as net inflows continue. She sees this as an accumulation/buying opportunity before a potential SpaceX IPO: money is already flowing into the theme, SpaceX's listing could create short-term volatility but likely stabilize and trend upward over the long term. Among vehicles, TIGER U.S. Space Tech has the highest upstream exposure and is most linked to SpaceX; SOL U.S. Aerospace Top 10 is concentrated and aggressive; ACE U.S. Space Tech Active can adjust flexibly and add SpaceX quickly; KODEX U.S. Aerospace is more diversified and defensive.
TIGER U.S. Space Tech ETF SOL U.S. Aerospace Top 10 ETF ACE U.S. Space Tech Active ETF KODEX U.S. Aerospace ETF HIGH
Park Hyun-ji Manager 26:49
Nasdaq ETFs attractive for long-term tech growth.
She is positive on long-term Nasdaq exposure because it leads technology innovation and falling rates favor tech. She advises holding 5-10 years, investing periodically, adding more during 20-30% drawdowns, and staying patient during rallies. For conservative investors she suggests an S&P 500 core with a smaller Nasdaq allocation; Korean pension investors can use passive Nasdaq ETFs such as TIGER U.S. Nasdaq 100 or U.S.-listed QQQ.
QQQ 133690.KS HIGH
Park Hyun-ji Manager 27:44
QQQM offers lower-fee Nasdaq dollar accumulation.
For investors who do not trade frequently and want to accumulate dollar exposure over time, QQQM is preferred over QQQ because it has a lower expense ratio and automatically reinvests, making it suitable for long-term accounts such as children's accounts.
QQQM MED
Park Hyun-ji Manager 30:26
Active Nasdaq ETF beats passive peers.
The KoAct U.S. Nasdaq Growth Companies Active ETF has delivered much better performance than passive Nasdaq ETFs over the past year, and she says the higher fee can be justified by that outperformance. She suggests using such active ETFs for more aggressive investors, especially in an ISA account, while mixing active and passive Nasdaq exposure.
KoAct U.S. Nasdaq Growth Companies Active ETF MED
Park Hyun-ji Manager 30:47
Nasdaq covered-call ETFs can generate income.
For investors who want monthly cash flow from their Nasdaq allocation, Nasdaq-based covered-call ETFs can generate income. Because Nasdaq volatility is higher than S&P 500 or dividend stocks, option premiums and distributions can be larger, especially in sideways markets, though extreme volatility is a risk.
Nasdaq covered-call ETFs MED
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This 3PRO TV (삼프로TV) video, published April 30, 2026, features Yeo Doeun, Park Hyun-ji discussing 352820.KS, Nuclear and renewable energy ETFs, Power equipment ETFs, ESS ETFs, GLD, GLTR, TIGER U.S. Space Tech ETF, SOL U.S. Aerospace Top 10 ETF, ACE U.S. Space Tech Active ETF, KODEX U.S. Aerospace ETF, QQQ, 133690.KS, QQQM, KoAct U.S. Nasdaq Growth Companies Active ETF, Nasdaq covered-call ETFs. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Yeo Doeun, Park Hyun-ji  · Tickers: 352820.KS, Nuclear and renewable energy ETFs, Power equipment ETFs, ESS ETFs, GLD, GLTR, TIGER U.S. Space Tech ETF, SOL U.S. Aerospace Top 10 ETF, ACE U.S. Space Tech Active ETF, KODEX U.S. Aerospace ETF, QQQ, 133690.KS, QQQM, KoAct U.S. Nasdaq Growth Companies Active ETF, Nasdaq covered-call ETFs