[별주부전] 체슬리 주말 라이브 [26/05/09]

Watch on YouTube ↗  |  May 09, 2026 at 10:27  |  2:19:58  |  Chesley Investment Advisory (체슬리투자자문)
Speakers

Summary

This episode of Byeoljubujeon covers US and Korean market reviews, top weekly stocks with CANSLIM analysis, a deep dive into the AI infrastructure cycle across history, and personal retirement portfolio strategies. Key themes include semiconductor dominance, optical communication as the next AI bottleneck, and tactical short-term trades in Samsung Electronics.

  • US market recap: indices rose led by tech, with semiconductors and AI infrastructure stocks surging.
  • Korean market rallied on semiconductor strength, with Samsung Electronics and SK Hynix driving gains.
  • CANSLIM scores were presented for five US top stocks; Micron scored highest at 82.
  • AI infrastructure cycle lecture compared 19th century railroads, 2000s internet, and current AI buildup.
  • Park Se-ik predicted Google will become the largest market cap due to data advantage.
  • Shin Bujang shared his retirement portfolio with 45% semiconductor weight yielding 71% YTD.
  • Elli identified optical communication (Corning, Lumentum, etc.) as the next AI infrastructure bottleneck.
  • Park Se-ik advocated buying Samsung Electronics for a short-term rally into May 20.
Trade Ideas
Jo Bujang Guest 40:23
Micron high CANSLIM score 82.
Micron has an exceptionally high CANSLIM score (82 out of 100), driven by strong quarterly earnings growth and a favorable industry position in AI memory. The score indicates the stock is fundamentally strong and worth investing in.
MU HIGH
Park Se-ik CEO, ex-Chief Strategist 46:57
Corning early AI optical infra play.
After compute (GPUs) and memory (HBM), optical communication is the next bottleneck in AI data centers. Companies providing fiber optics (Corning), optical transceivers (Lumentum, Coherent), and photonic chips (Marvell, Broadcom) will benefit as demand for high-bandwidth interconnects surges.
GLW MED
Park Se-ik CEO, ex-Chief Strategist 96:14
Google to become largest market cap.
Google will become the largest market capitalization company because it holds the most data, which is critical for AI model training and inference. The AI infrastructure cycle will eventually benefit data-rich platforms, and Google is best positioned to monetize that data at scale.
GOOGL HIGH
Shin Bujang Guest 107:29
Overweight Korean semis for alpha.
Overweighting Korean semiconductors (via ETFs like TIGER Semiconductor Top10 and KODEX A Semiconductor) is essential to outperform the KOSPI. His personal retirement portfolio with 45% semiconductor exposure has delivered 71% returns this year, proving the strategy works.
TIGER Semiconductor Top10 ETF KODEX A Semiconductor ETF HIGH
Elli AI Expert 121:44
Optical communication next AI bottleneck.
After compute (GPUs) and memory (HBM), optical communication is the next bottleneck in AI data centers. Companies providing fiber optics (Corning), optical transceivers (Lumentum, Coherent), and photonic chips (Marvell, Broadcom) will benefit as demand for high-bandwidth interconnects surges.
AVGO LITE COHR MRVL MED
Park Se-ik CEO, ex-Chief Strategist 138:31
Samsung Electronics up to May 20.
Samsung Electronics will rally sharply into May 20 due to an event-driven strategy and strong momentum. Many investors have not yet bought in, creating a squeeze potential that could push the stock higher.
005930.KS HIGH
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This Chesley Investment Advisory (체슬리투자자문) video, published May 09, 2026, features Jo Bujang, Park Se-ik, Shin Bujang, Elli discussing MU, GLW, GOOGL, TIGER Semiconductor Top10 ETF, KODEX A Semiconductor ETF, AVGO, LITE, COHR, MRVL, 005930.KS. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jo Bujang, Park Se-ik, Shin Bujang, Elli  · Tickers: MU, GLW, GOOGL, TIGER Semiconductor Top10 ETF, KODEX A Semiconductor ETF, AVGO, LITE, COHR, MRVL, 005930.KS