Ideas
Buy Samsung on memory upcycle
Korean memory is entering a 30-year super cycle, with DRAM prices rising and supply tight; Samsung Electronics is a KOSPI mega-cap driver, and despite the fast rally investors with no semiconductor exposure should start buying in tranches now and add on healthy corrections rather than wait fully on the sidelines.
Micron leads US memory rally
US memory and storage names are in a sharp re-rating because DRAM prices are rising and supply is tight; Micron is rallying even faster than Samsung and SK hynix, showing that the memory bottleneck is broadening across the US supply chain.
Western Digital benefits memory demand
Western Digital, an old legacy storage name, was a top S&P 500 performer and Morgan Stanley remains constructive on it due to SSD and GDDR demand plus new memory demand; it is a direct beneficiary of the same memory tightness driving the sector.
US equities still have upside
US equities remain attractive because M2 liquidity is still supportive, global investment banks on average see around 10% upside for the S&P 500, and IT is the only sector with improving Q1 guidance; he favors selective stock picking but says QQQ, IVV, or SPY are appropriate for investors seeking broad index returns.
Korean equities attractive on policy support
Korean equities should be favored as government policy supports domestic stocks through tax benefits, ISA expansion, and a national growth fund, while semiconductor earnings leadership continues; the KOSPI's strong momentum is likely to continue, and investors should rotate back from US stocks to Korea.
Buy SK hynix on memory tightness
SK hynix is a key memory-cycle beneficiary as DRAM and HBM supply stays tight, yet it trades at a discount to Micron; a potential NDR event could narrow the valuation gap with foreign investors, supporting the stock and making current accumulation attractive.
Data center power infrastructure is next
The next data-center theme after memory is the power and cooling infrastructure needed for Nvidia's planned 800V HVDC shift from 2027; the change should require transformers, SiC and GaN power semiconductors, liquid cooling, and optical cable, creating potential leaders among names such as Vertiv, Eaton, Modine, Texas Instruments, STMicroelectronics, Navitas, Schneider Electric, and Hyosung Heavy Industries, though not all will win and orders and earnings must be monitored.
Entertainment stocks can rise further
Improving Korea-China relations, including the presidential visit and summit, should support Korean entertainment stocks; Hive has already rallied but after a short correction can rise further, and the China and Hallyu theme remains open-ended.
Accumulate Korean biotech on dips
Korean biotech is a sector to accumulate on weakness, especially with the JP Morgan healthcare conference as a catalyst; it has been neglected while semiconductors led, but the main Korean sectors are not dead and spare cash should be used to increase biotech exposure on corrections.
Tesla selloff is buying opportunity
Tesla's selloff after weaker Q4 deliveries and the removal of US EV subsidies is a buying opportunity; Tesla has repeatedly recovered from delivery-driven pullbacks, and the market is underwriting robotaxi and autonomous-driving cash flow plus potential SpaceX IPO optionality, so he is increasing exposure.
Hyundai benefits robotics and CES
Hyundai Motor is entering a meaningful change phase, highlighted by CES and Boston Dynamics; as a physical-AI and robotics play it should be bought alongside Tesla at this point.
This 3PRO TV (삼프로TV) video, published January 05, 2026,
features Baek In-jae, Jeon Rae-hoon
discussing 005930.KS, MU, WDC, SPY, QQQ, IVV, EWY, 000660.KS, VRT, ETN, MOD, TXN, STM, NVTS, SU.PA, 298040.KS, 352820.KS, Korean Entertainment Sector, Korean biotech sector, TSLA, 005380.KS.
11 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Baek In-jae,
Jeon Rae-hoon
· Tickers:
005930.KS,
MU,
WDC,
SPY,
QQQ,
IVV,
EWY,
000660.KS,
VRT,
ETN,
MOD,
TXN,
STM,
NVTS,
SU.PA,
298040.KS,
352820.KS,
Korean Entertainment Sector,
Korean biotech sector,
TSLA,
005380.KS
