US-Iran: End of War Negotiations Concluded…SpaceX, Micron, Marvell All Soar

US-Iran, End of War Negotiations Concluded…SpaceX, Micron, Marvell All Soar [Wall Street Newsletter]
Watch on YouTube ↗  |  June 15, 2026 at 22:01  |  43:41  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator

Summary

Park Myung-suk reviews a strong market rally driven by progress in US-Iran peace negotiations, which eased geopolitical fears and oil pressure. He highlights SpaceX's successful IPO as a key catalyst, sparking a broad AI and semiconductor surge. Memory, CPU, and optical/power semiconductor stocks all surged, and he outlines specific bullish calls across those themes, while also flagging some caution on extreme optimism.

  • US-Iran war negotiation conclusion and expected Hormuz Strait reopening fueled a risk-on rally.
  • S&P 500 and Nasdaq posted strong gains, led by AI-related and semiconductor stocks.
  • SpaceX IPO was a massive success, with Musk projecting $1 trillion in revenue by 2030.
  • Memory chip stocks (Micron, Western Digital, SanDisk, Seagate) soared on AI demand and price upgrades.
  • CPU names AMD and ARM joined the rally as the next AI hardware leader.
  • Optical communication and power semiconductor stocks (Coherent, Marvell, TI, Onsemi) also broke out.
  • GM got a boost from sodium-ion battery investments; Alphabet offered a low-risk SpaceX/AI proxy.
  • Caution flags included extreme investor complacency, Nvidia's debt issuance, and still-uncertain peace deal finalization.
Ideas
Park Myung-seok Curator 15:55
SpaceX IPO drives massive upside momentum.
SpaceX's successful IPO, Elon Musk's $1 trillion 2030 revenue target, strong institutional buying, and the upcoming 2x leveraged ETF launch all signal enormous market enthusiasm and further upside. The IPO's success is a positive catalyst for the broader market and validates the space/AI growth narrative.
SPCX HIGH
Park Myung-seok Curator 33:35
Memory chips lead AI hardware surge.
Memory semiconductors are the first leg of the AI hardware rally. AI-driven demand is pushing memory prices higher without requiring immediate capacity expansion. Price targets are being raised sharply (Micron to $1,500 from $660), and stocks like Micron, Western Digital, SanDisk, and Seagate are hitting new highs. Korean memory names Samsung Electronics and SK hynix should also benefit from the same demand cycle.
WDC 005930.KS MU STX SNDK 000660.KS HIGH
Park Myung-seok Curator 35:02
CPU names catch up in AI trade.
CPU stocks are the second wave of the AI hardware boom. AMD is hitting new highs, ARM is near new highs, and both are riding the AI infrastructure buildout. CPU demand is rising alongside memory, with AMD actively optimizing memory usage and gaining momentum.
ARM AMD MED
Park Myung-seok Curator 36:22
Optical and power semis join AI rally.
Optical communication and power semiconductor stocks are the third AI hardware group. JP Morgan says it is time to buy, and names like Coherent, Marvell, Texas Instruments, and ON Semiconductor are surging as AI demand extends beyond memory and CPUs to connectivity and power management.
MRVL COHR TXN ON MED
Park Myung-seok Curator 37:04
GM gains on battery and EV push.
General Motors is becoming attractive as it invests in sodium-ion battery startups and continues EV/battery development, positioning it as a beneficiary of data center power and broader AI hardware themes. The stock is starting to move alongside Ford's earlier strength.
GM LOW
Park Myung-seok Curator 39:20
SpaceX IPO capital flows into chip stocks.
Money that flooded into the SpaceX IPO will spill over into semiconductor capex because SpaceX's massive Terabyte project requires enormous chip production capacity. The best way to play this is to buy leading semiconductor equipment and chip makers: Lam Research, Applied Materials, ASML, Nvidia, and Intel.
ASML LRCX NVDA AMAT INTC MED
Park Myung-seok Curator 39:46
Alphabet offers SpaceX and AI exposure cheaply.
Alphabet is a cheaper and safer way to gain exposure to both SpaceX and frontier AI. It holds stakes in SpaceX and Anthropic, so buying Alphabet gives indirect ownership of those growth assets without the direct volatility of SpaceX shares.
GOOGL MED
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This 3PRO TV (삼프로TV) video, published June 15, 2026, features Park Myung-seok discussing SPCX, WDC, 005930.KS, MU, STX, SNDK, 000660.KS, ARM, AMD, MRVL, COHR, TXN, ON, GM, ASML, LRCX, NVDA, AMAT, INTC, GOOGL. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok  · Tickers: SPCX, WDC, 005930.KS, MU, STX, SNDK, 000660.KS, ARM, AMD, MRVL, COHR, TXN, ON, GM, ASML, LRCX, NVDA, AMAT, INTC, GOOGL