Vera Rubin Officially Adopts HBM4. Jensen Huang Dominated the Market. Second Kkanbu Meeting, Stock Market Correction? Will Concentration Continue? | Director Lee Ju-yeon

Summary

Lee Ju-yeon analyzes the extreme concentration on large-cap stocks, especially Samsung Electronics and SK hynix, driven by NVIDIA GTC Taipei announcements (HBM4 adoption, Vera Rubin, AI PC components) and the upcoming second kkanbu meeting. He warns of a potential short-term correction after the event-packed week, drawing parallels to the October 2025 pattern. He also highlights NAVER's surge after Jensen Huang's endorsement and sees upside if it breaks resistance.

• Samsung Electronics and SK hynix surged on NVIDIA's HBM4 adoption and Vera Rubin memory demand thesis.
• NVIDIA officially confirmed HBM4 incorporation for Vera Rubin and mass production progress.
• NVIDIA also announced entry into the server CPU market with Vera CPU, increasing memory demand.
• Lee Ju-yeon compares current market concentration to the first kkanbu meeting in October 2025, which preceded a short-term top.
• He expects a potential correction or rotation after this week's multiple tech events subside.
• NAVER stock surged 26% after Jensen Huang praised it as a successful AI cloud case in Korea.
• NAVER is testing a strong resistance at 300,000 won; a breakout could lead to further gains.
• The ADR indicator fell below 50%, confirming extreme narrow market breadth.