NVIDIA·SK $500 Billion Super Big Deal... AI Data Centers Change the Korean Stock Market / Semiconductor Boons Pouring from the US, High Hopes for a Surge Next Week.

[#RealMarketConditions] NVIDIA·SK $500 Billion, Super Big Deal… AI Data Centers Change the Korean Stock Market / Semiconductor Boons Pouring from the US, High Hopes for a Surge Next Week. | Director Lee Ju-yeon
Watch on YouTube ↗  |  July 25, 2026 at 11:00  |  34:26  |  815 Money Talk (815머니톡)
Speakers
Lee Ju-hyeon — Director, Xangle

Summary

Director Lee Ju-yeon reviews the July 25 market and explains why the AI data center theme is now the most important catalyst for Korean equities. He highlights SK Group's $500B partnership with NVIDIA, the beneficiary value chain across SK Telecom, SK Hynix, and related infrastructure names, as well as Naver's $10B investment from NVIDIA/Brookfield. He also reaffirms strong memory demand for Samsung Electronics and recommends focusing on power, construction, and large IT service stocks while using upcoming event-driven volatility to accumulate positions.

  • US markets were mixed with tech weak, but Korea already pre-reflected most of the tech decline.
  • Geopolitical risks are easing and oil prices fell, which is a positive for Korean markets.
  • The AI Summit produced concrete outcomes: SK Group announced a $500B AI data center partnership with NVIDIA.
  • SK Telecom, SK Hynix, SK Gas, SK Innovation, and SK Ocean Plant are identified as key value chain beneficiaries.
  • Naver secured $10B in investment from NVIDIA and Brookfield for its AI data center and cloud expansion.
  • Memory demand remains extremely tight, with Broadcom and Entropic confirming strong demand for Samsung Electronics and SK Hynix.
  • Power infrastructure and construction stocks (Samsung E&A, LS Electric, Daewon Cable) are directly tied to AI data center buildout.
  • Upcoming FOMC and earnings from SK Hynix, Samsung, Apple and Amazon will be key events, but the speaker expects volatility to clear positively.
Ideas
Lee Ju-hyeon Director, Xangle 13:05
SK Group stocks benefit from AI data center
SK Group secured a massive $500B partnership with NVIDIA to build over 2GW of AI data centers in Korea. SK Telecom set up a wholly owned subsidiary as the frontrunner, SK Hynix supplies HBM and memory, SK Gas and SK Innovation handle land/permits/power, SK Ocean Plant and SK Ecoplant handle construction. This creates a direct value chain where SK Group stocks are the primary beneficiaries and are already showing relative strength against the weak market.
017670.KS 000660.KS 018670.KS 096770.KS 100090.KS HIGH
Lee Ju-hyeon Director, Xangle 20:10
Samsung Electronics memory demand remains strong
Memory demand remains extremely strong, with Broadcom repeatedly requesting surprising volumes of memory chips, and Entropic CEO signing a supply deal with Samsung Electronics and SK Hynix. The supply situation is very tight, dismissing peak-out fears as premature. Samsung Electronics is expected to benefit from sustained high memory prices, AI data center cooperation, and upcoming earnings that could exceed provisional results.
005930.KS HIGH
Lee Ju-hyeon Director, Xangle 20:36
Naver benefits from NVIDIA-Brookfield investment
Naver is receiving a $10 billion investment from NVIDIA and Brookfield to fund the construction of its massive 10GW AI data center project in Korea and to expand its global cloud AI partnership. This funding is positive for Naver, which is trading at the low end of its 200,000–300,000 won box range, offering an opportunity to ride the stock toward the upper band.
035420.KS HIGH
Lee Ju-hyeon Director, Xangle 25:50
Power and construction stocks gain from AI data centers
The construction of large-scale AI data centers in Korea is driving demand for power infrastructure, transmission lines, and engineering procurement construction (EPC). Stocks like Samsung E&A (construction), LS Electric (power equipment), and Daewon Cable (cables) are direct beneficiaries. These names have already shown money inflows and bottoming patterns, and are likely to move continuously as the AI data center buildout progresses.
028260.KS 010120.KS 006340.KS MED
Lee Ju-hyeon Director, Xangle 27:18
Samsung SDS preferred over small coin plays
For exposure to the data center and stablecoin theme, the speaker prefers established large-cap IT service companies like Samsung SDS over small, volatile stablecoin or war-energy plays. Samsung SDS is directly linked to data center operations and its stock price momentum is improving, making it a safer way to play the theme.
018260.KS LOW
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This 815 Money Talk (815머니톡) video, published July 25, 2026, features Lee Ju-hyeon discussing 017670.KS, 000660.KS, 018670.KS, 096770.KS, 100090.KS, 005930.KS, 035420.KS, 028260.KS, 010120.KS, 006340.KS, 018260.KS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ju-hyeon  · Tickers: 017670.KS, 000660.KS, 018670.KS, 096770.KS, 100090.KS, 005930.KS, 035420.KS, 028260.KS, 010120.KS, 006340.KS, 018260.KS