[August 18, 26 AM Broadcast Full View] Samjeonnix is back, but FOMC minutes and the Middle East war are variables... Can it be overcome?

Watch on YouTube ↗  |  August 18, 2026 at 03:16  |  6:13:16  |  3PRO TV (삼프로TV)
Speakers
Ty
Park Myung-seok — Curator
Han Sang-hee — Senior Research Commissioner, Hanwha Investment & Securities
Kwon Soon-woo — Reporting Team Lead, 3PRO TV
Park Byeong-chang — Director, MP Partners
Song Jaekyung — CEO
Kim Min-soo — CEO
Lee Jae-chung — Executive Director, CSOP Asset Management
Jung Woo-chang — Director
Park Sang-hyuk — Editor
Cho Dong-hyun — CEO, Undefined Labs

Summary

The broadcast covers a wide range of topics, including the recent rebound in the US and Korean stock markets, driven primarily by the AI hardware and memory semiconductor sectors. Experts discuss the implications of rising long-term US Treasury yields, potential geopolitical shifts following Trump's comments on North Korea, and the robust earnings growth of US big tech companies. The crypto segment highlights the risks facing MicroStrategy regarding its MSCI index inclusion and the current state of the RWA market.

  • AI hardware and memory semiconductor stocks are leading a market rebound.
  • Rising 30-year US Treasury yields pose a potential burden but are currently absorbed by strong corporate earnings.
  • LG Electronics and Doosan Enerbility are highlighted for their strategic partnerships in robotics and SMRs, respectively.
  • Hyosung Heavy Industries and LS Electric are top picks in the power equipment sector due to strong US demand.
  • US big tech companies are demonstrating massive earnings growth, justifying their heavy AI infrastructure investments.
  • Tesla's FSD is cited as a successful real-world application of physical AI.
  • MicroStrategy faces potential removal from the MSCI index due to its Bitcoin accumulation strategy.
  • The RWA crypto market is currently dominated by institutions with little retail or secondary market activity.
Ideas
Ty 6:03
Tepper bought puts on Berkshire Hathaway.
David Tepper bought put options on Berkshire Hathaway, indicating a bearish bet on the stock after a period of sideways movement and a recent correction.
BRK.B MED
Park Myung-seok Curator 13:31
AI hardware sector shows strong rebound rally.
The AI hardware sector is showing a strong rebound rally, driven by positive narratives from the frontier AI camp, strong earnings from Anthropic, and Nvidia's data center investments.
WDC AMD MU HIGH
Han Sang-hee Senior Research Commissioner, Hanwha Investment & Securities 85:48
Reduce equity exposure before September FOMC.
US big tech companies are showing incredible earnings growth, and their massive AI capex is justified by future revenue and strong cash flows, making the US market a strong investment.
SPY MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 104:47
LG partners with Nvidia for AI robotics.
The Korean robotics sector is gaining momentum, driven by Samsung's humanoid robot development, Hyundai Motor's push for robot components, and LG Electronics' partnership with Nvidia. Expects the sector to continue its upward trend.
066570.KS MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 113:57
Doosan secures TerraPower SMR core component contract.
Doosan Enerbility secured a contract to supply core components for TerraPower's SMR without prior investment, demonstrating its strong technological capabilities in forging.
034020.KS MED
Park Byeong-chang Director, MP Partners 132:56
Korean robotics sector is gaining strong momentum.
The Korean robotics sector is gaining momentum, driven by Samsung's humanoid robot development, Hyundai Motor's push for robot components, and LG Electronics' partnership with Nvidia. Expects the sector to continue its upward trend.
ROBO 108490.KQ HIGH
Park Byeong-chang Director, MP Partners 140:51
Korean market rebounds driven by foreign buying.
The Korean market has started a rebound after 7 weeks of decline, driven by foreign buying and a strong rebound in memory semiconductors. Expects the market to continue its upward momentum.
EWY HIGH
Park Byeong-chang Director, MP Partners 140:51
Korean market rebounds driven by foreign buying.
The current AI cycle is stronger and longer-lasting than the Internet cycle. Despite recent sharp drops, the fundamentals of memory semiconductors remain strong, and investors should hold Samsung Electronics and SK Hynix long-term.
000660.KS 005930.KS HIGH
Song Jaekyung CEO 196:51
Trump's comments may boost economic cooperation stocks.
South-North Korea economic cooperation stocks, like Hyundai Elevator, might see some momentum due to Trump's comments on reducing military drills and potential dialogue with North Korea regarding the Tumen River development project.
011200.KS LOW
Lee Jae-chung Executive Director, CSOP Asset Management 242:29
Hyosung Heavy leads in ultra-high voltage transformers.
Hyosung Heavy Industries is the top pick in the power equipment sector due to its strong ultra-high voltage transformer portfolio, which has high margins, and well-prepared expansion plans in the US.
298040.KS HIGH
Lee Jae-chung Executive Director, CSOP Asset Management 243:51
LS Electric dominates the distribution board market.
LS Electric is the second pick because it dominates the distribution board market, which has a shorter lead time and strong base demand, providing solid downside support for revenue.
010120.KS HIGH
Jung Woo-chang Director 278:14
US big tech shows incredible earnings growth.
US big tech companies are showing incredible earnings growth, and their massive AI capex is justified by future revenue and strong cash flows, making the US market a strong investment.
GOOGL AMZN HIGH
Jung Woo-chang Director 298:16
Tesla FSD demonstrates real-world physical AI utility.
Tesla's FSD is showing significant real-world utility, becoming a necessity for certain demographics like the elderly and ride-share drivers, which adds value to Tesla vehicles and demonstrates the progress of physical AI.
TSLA MED
Park Sang-hyuk Editor 324:44
MSCI index removal risk threatens MicroStrategy stock.
MicroStrategy (MSTR) faces a potential risk of being removed from the MSCI index due to its non-operating asset accumulation (Bitcoin), which could lead to forced selling by index funds and negatively impact its stock price.
MSTR MED
Cho Dong-hyun CEO, Undefined Labs 361:59
RWA market lacks retail and secondary trading.
The RWA (Real World Asset) market is currently dominated by crypto-native institutions seeking slightly higher yields, with very little retail participation or secondary market trading, limiting the expected benefits for base layer blockchains like Ethereum.
ETH MED
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Don't Be Swayed by Short-Term Supply and Demand…What to Look for in the Long Cycle of AI and Semiconductors | Jung Woo-chang, Yeo Do-eun, Heo Jae-mu [Morning N Investment]
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This 3PRO TV (삼프로TV) video, published August 18, 2026, features Ty, Park Myung-seok, Han Sang-hee, Kwon Soon-woo, Park Byeong-chang, Song Jaekyung, Lee Jae-chung, Jung Woo-chang, Park Sang-hyuk, Cho Dong-hyun discussing BRK.B, WDC, AMD, MU, SPY, 066570.KS, 034020.KS, ROBO, 108490.KQ, EWY, 000660.KS, 005930.KS, 011200.KS, 298040.KS, 010120.KS, GOOGL, AMZN, TSLA, MSTR, ETH. 15 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ty, Park Myung-seok, Han Sang-hee, Kwon Soon-woo, Park Byeong-chang, Song Jaekyung, Lee Jae-chung, Jung Woo-chang, Park Sang-hyuk, Cho Dong-hyun  · Tickers: BRK.B, WDC, AMD, MU, SPY, 066570.KS, 034020.KS, ROBO, 108490.KQ, EWY, 000660.KS, 005930.KS, 011200.KS, 298040.KS, 010120.KS, GOOGL, AMZN, TSLA, MSTR, ETH