A market where ONLY semiconductors are going... Is it really normal? | Park Byung-chang, CEO of MP Partners [Market Inside]
Speakers
Summary
Park Myung-suk analyzes the current market rally led by semiconductors, noting caution due to rapid gains. He highlights Samsung Electronics' strong foundry orders and NVIDIA's potential catalyst from US-China summit and sovereign AI. He warns against betting against the market with inverse ETFs.
- Market rally driven by semiconductors, especially memory and foundry.
- Samsung Electronics' 4nm process fully booked; Apple may consider Samsung as foundry partner.
- NVIDIA's growth stalled due to China restrictions; sovereign AI and summit could be catalysts.
- Individual investors heavily shorting the market via inverse ETFs, suffering losses.
- Korean securities stocks at all-time highs, may have further upside.
- Wealthy investors shifting preference from real estate to stocks.
- Short-term top possible for KOSPI due to gap-up moves.
- Caution on gap-up chasing; stick with leading stocks.
Trade Ideas
Samsung foundry and memory look strong
Samsung Electronics is benefiting from a strong memory cycle and its foundry business is improving, with the 4nm process fully booked through next year and potential partnership with Apple. This positions Samsung for further upside beyond memory as foundry momentum builds.
Summit and sovereign AI may catalyze NVIDIA
NVIDIA's growth has stalled due to U.S. export restrictions on China, but a successful US-China summit could ease tensions and unlock new demand from sovereign AI projects, providing a significant catalyst for the stock. Sovereign AI spending by governments outside the big tech hyperscalers represents a large untapped market.
Up Next
This 3PRO TV (삼프로TV) video, published May 06, 2026, features Park Myung-seok discussing 005930.KS, NVDA. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Park Myung-seok · Tickers: 005930.KS, NVDA