Foreigners Threw 1 Trillion Won in 1 Minute After Market Open, Did They Decide to Crash Stock Prices Today? 'Strong Individual Buying is a Variable' / Is the Jensen Huang Effect Over Today? | CEO Lee Gwon-hee

Foreigners Threw 1 Trillion Won in 1 Minute After Market Open, Did They Decide to Crash Stock Prices Today? "Strong Individual Buying is a Variable" / Is the Jensen Huang Effect Over Today? | CEO Lee Gwon-hee
Watch on YouTube ↗  |  June 02, 2026 at 07:00  |  24:15  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Gwon-hee discusses market trends following Jensen Huang's visit, emphasizing AI semiconductor stocks (Samsung Electronics, SK hynix) as core holdings and power equipment as the next leading sector. He sees KOSDAQ near a bottom and advises watching Samsung Electro-Mechanics for a pullback entry. Short-term profit-taking is occurring, but the AI momentum remains intact.

  • AI semiconductor stocks (Samsung Electronics, SK hynix) are the main beneficiaries and remain cheap.
  • Power equipment sector is recommended as the next rotation play within the AI value chain.
  • KOSDAQ index is near strong support with institutional buying, suggesting a bottom.
  • Samsung Electro-Mechanics is cheap on EV/EBITDA but needs time to consolidate.
  • Naver's potential partnership with NVIDIA is a speculative catalyst, not yet actionable.
  • Telecom stocks' rally from the Anthropic issue is seen as temporary.
  • Foreign selling persists but is being absorbed by domestic institutions.
  • Market is in a transition period with high uncertainty.
  • CEO Lee advises having a clear investment horizon (short-term vs long-term) when trading high-flying stocks.
Trade Ideas
Lee Kwon-hee CEO, Economist 7:09
Cheap on EV/EBITDA, watch pullback.
Samsung Electro-Mechanics looks cheap on an EV/EBITDA basis compared to Japanese peers, but the stock needs a period of time adjustment; it is worth watching for a pullback before entering.
009150.KS MED
Lee Kwon-hee CEO, Economist 13:54
Next leading sector within AI.
The power equipment sector is the next leading sector within the AI value chain; rotation should move into power stocks as they are directly tied to AI infrastructure demand and have room to run.
Korean Power Equipment Sector MED
Lee Kwon-hee CEO, Economist 15:26
KOSDAQ near bottom, buy.
The KOSDAQ market has fallen sufficiently, is near strong technical support with a potential double bottom forming, and institutional buying suggests a bottom; thus the KOSDAQ 150 index or related products are attractive for a rebound.
KOSDAQ 150 MED
Lee Kwon-hee CEO, Economist 20:28
Core AI semiconductors, still cheap.
Samsung Electronics and SK hynix are the core AI semiconductor beneficiaries in Korea; they are still cheap relative to global peers and the Jensen Huang effect momentum cannot be easily negated, making them attractive for continued upside.
005930.KS 000660.KS HIGH
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This 815 Money Talk (815머니톡) video, published June 02, 2026, features Lee Kwon-hee discussing 009150.KS, Korean Power Equipment Sector, KOSDAQ 150, 005930.KS, 000660.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 009150.KS, Korean Power Equipment Sector, KOSDAQ 150, 005930.KS, 000660.KS