5 Stocks to Dominate the Next Bull Market After Correction

When the Correction Period Ends, 5 Stocks That Will Dominate the Next Bull Market / How to Choose the Next Leading Stocks That Will Skyrocket (#GosuJjeonseol) Super Retail Investor Nam Seok-gwan, Chairman
Watch on YouTube ↗  |  May 21, 2026 at 08:30  |  25:15  |  815 Money Talk (815머니톡)
Speakers
Nam Seok-gwan — Chairman

Summary

Chairman Nam Seok-gwan discusses his strategy of holding 50% cash and deploying it during corrections, focusing on semiconductor-related stocks. He emphasizes that semiconductors are the era's center stock and recommends a specific basket of five positions for retail investors. He also warns against chasing hot themes like robots and space, and advises buying market-leading stocks on pullbacks to the 60-day moving average.

  • Nam Seok-gwan advises holding cash and buying during market corrections.
  • He identifies semiconductors as the dominant sector driving the bull market.
  • He recommends five specific semiconductor-related positions: SK Square, SK hynix, Samsung Electronics, KODEX 200 Leverage ETF, and a Korea Semiconductor ETF.
  • He suggests buying quality large-cap stocks when they reach the 60-day moving average.
  • He cautions that robot stocks and space/aerospace themes are overheated and not yet investable.
  • Emphasizes focusing on 'era center stocks' rather than neglected or peripheral sectors.
  • He warns against chasing momentum and advises selling when upward momentum breaks.
  • Recommends retail investors stick to market-leading themes for long-term success.
Trade Ideas
Nam Seok-gwan Chairman 8:26
Semiconductors are the era's center stock.
Semiconductors are the era's center stock, structurally transformed from a cyclical to a growth industry driven by AI demand, and money flows are concentrated here, making them the dominant sector driving the KOSPI index. Investors should focus on this sector for long-term outperformance.
Semiconductor sector (Korea) HIGH
Nam Seok-gwan Chairman 9:18
Buy five semiconductor picks on corrections.
When the market corrects, such as during the March war-related downturn, buying a specific set of five semiconductor-heavy positions — SK Square, SK hynix, Samsung Electronics, the KODEX 200 Leverage ETF, and a Korea Semiconductor ETF — at the 60-day moving average is a proven winning strategy for retail investors. These names represent the core of the semiconductor bull market and have historically recovered strongly.
005930.KS 402340.KS Korea Semiconductor ETF 000660.KS KODEX 200 Leverage ETF HIGH
Up Next
1:33:31
Asia Tech Stocks Rally As Investors Return To AI Trade  | The China Show 5/21/2026
Bloomberg Markets · May 21
46:58
Nvidia Disappoints & SpaceX Files for Record IPO | Daybreak Europe 05/21/2026
Bloomberg Markets · May 21
3:22
Markets Are Positioned Optimistically: 3-Minutes MLIV
Bloomberg Markets · May 21
50:05
JPMorgan Warns on India Equities as Risks Build | Insight with Haslinda Amin 05/21/2026
Bloomberg Markets · May 21
20:13
[#Urgent Market Update] Today's Surging Market, Why It's Not Yet Time to Cheer "Consolidate Your Stocks" / The Hidden Secret Amidst SK Hynix's Surge | CEO Lee Gwon-hui
815 Money Talk (815머니톡) · May 21

This 815 Money Talk (815머니톡) video, published May 21, 2026, features Nam Seok-gwan discussing Semiconductor sector (Korea), 005930.KS, 402340.KS, Korea Semiconductor ETF, 000660.KS, KODEX 200 Leverage ETF. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Nam Seok-gwan  · Tickers: Semiconductor sector (Korea), 005930.KS, 402340.KS, Korea Semiconductor ETF, 000660.KS, KODEX 200 Leverage ETF