Ideas
Oil near $100 pressures inflation and markets
WTI crude touched $100 as Iran peace talks stalled, the U.S. rejected Iran's proposal, and the UAE announced it would leave OPEC. The speaker warns that oil-driven inflation is a hidden risk that could trigger a market correction, and prices are biased upward while negotiations remain unresolved.
Fuel-cell demand powers Bloom Energy upside
Bloom Energy surged after hours as its fuel-cell revenue nearly doubled expectations and EPS far exceeded forecasts. The company is a key beneficiary of AI data-center power demand, as electricity needs favor on-site power generation like fuel cells. The stock broke its prior high with a large bullish candle.
Seagate earnings confirm storage demand strength
Seagate's earnings beat with revenue above guidance, EPS coming in at $4.1 versus $3.5 expected, gross margin near 47%, and guidance raised; next-quarter EPS is guided to $5. The results show strong storage and data-center demand and support the view that the memory-semiconductor cycle remains strong. The stock surged about 14-15% after hours.
AWS gains access to OpenAI models
OpenAI's exclusivity with Microsoft reportedly ended, allowing Amazon AWS to offer OpenAI models. The speaker views this as a positive development for Amazon and says investors should watch how management discusses it during earnings.
UBS sees S&P 500 reaching 7500
UBS remains positive on the S&P 500 with a 7,500 target, expecting 17% EPS growth this quarter. The bank cites resilient power, data-center, and infrastructure demand, while possible Federal Reserve rate cuts in the second half could support the index. The speaker relays this as a reason the market can keep grinding higher.
AI data centers need more power infrastructure
AI data centers require so much electricity that power generation and infrastructure are becoming critical bottlenecks. UBS cited power, data centers, and infrastructure as resilient areas, and Bloom Energy's fuel-cell results are a direct example of this demand trend.
China shipment curbs hurt equipment makers
The U.S. government ordered a halt to semiconductor equipment shipments to China's Hua Hong, following pressure from memory makers like Micron. This regulatory restriction is a negative catalyst for equipment makers such as Lam Research and Applied Materials, whose shares fell sharply.
Memory re-rating supports Micron target hike
DA Davidson raised Micron's price target to $1,000 from $504, arguing memory should no longer be viewed as a purely cyclical industry. Long-term agreements and structural changes in memory demand justify a re-rating, even though the stock fell in the weak tape.
Korean memory names benefit from LTA shift
If Micron continues to rise on the memory re-rating, Samsung Electronics and SK hynix should also benefit because they are reportedly pursuing similar long-term agreements. The speaker says the overnight drop in Korean memory names should not be overemphasized given this structural memory thesis.
Semiconductor earnings support buy-the-dip view
Despite the OpenAI-related selloff during the trading day, after-hours results from Seagate, NXP, ON Semiconductor, and others show the semiconductor cycle remains strong. The speaker concludes that semiconductors can be trusted, especially memory, storage, and data-center-linked chips, as earnings support the group.
Auto analog chip earnings drive rally
NXP Semiconductors and ON Semiconductor rallied sharply after hours as their earnings came in with all-green results. The move reflects strength in analog and auto semiconductors, with ON Semiconductor's exposure more tied to vehicles than power semiconductors. They are helping the semiconductor complex recover after the OpenAI-driven daytime selloff.
UPS worst is over, CEO says
UPS faced a difficult first quarter with war-driven oil spikes, but results were better than feared. The CEO argued in an interview that only improvement lies ahead because oil is unlikely to rise much further, and the stock recovered from an initial plunge.
Starbucks CEO turnaround improves guidance
Starbucks is showing early benefits from its CEO change, with the new management making visible efforts. Forward global guidance is expected to improve, and the stock rose after hours on that outlook, making it a relative winner among consumer names.
This 3PRO TV (삼프로TV) video, published April 28, 2026,
features Park Myung-seok
discussing WTI, BE, STX, AMZN, SPY, AI-SECTOR, LRCX, AMAT, MU, 005930.KS, 000660.KS, SMH, NXPI, ON, UPS, SBUX.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Myung-seok
· Tickers:
WTI,
BE,
STX,
AMZN,
SPY,
AI-SECTOR,
LRCX,
AMAT,
MU,
005930.KS,
000660.KS,
SMH,
NXPI,
ON,
UPS,
SBUX
