Ideas
NVIDIA correction overdone; sideways then higher
NVIDIA remains a strong earner with solid earnings growth for this year and next. The 5% drop driven by circular financing concerns is an overreaction. The stock likely trades sideways during this correction and then resumes its uptrend, offering upside potential. The company is still earning enormous profits, so the sell-off looks like a buying opportunity rather than a structural breakdown.
SK Hynix ADR premium normalized; cycle intact
In a market where the broad sell-off is driven by sentiment and forced liquidation from leverage, investors should not panic-sell quality leading stocks. Instead, within the same sector, one should switch holdings from 2nd/3rd-tier names into the absolute leaders like Samsung Electronics and SK Hynix. These stocks will benefit first when the market stabilizes. The current excessive decline is a short-term supply/demand dislocation, not a fundamental collapse.
Buy non-memory semiconductors before memory
Non-memory semiconductors (Philadelphia Semiconductor Index heavy) have a long-term uptrend in ROE and PBR without the same cyclical swings as memory. The index is structurally stronger and should be bought first before memory. The capex/sales ratio analysis also supports that the broader semiconductor cycle, especially non-memory, still has room to run.
Defense stocks remain attractive
The defense sector remains a positive theme. In conjunction with the barbell strategy (semiconductors on one side, defense on the other), defense stocks continue to benefit from geopolitical tensions and government spending, making them a solid long-term holding.
Eli Lilly and U.S. biotech strong
US pharma and biotech names like Eli Lilly continue to perform well and are considered top-quality investments. The U.S. healthcare sector overall remains excellent and is worth holding.
US financials strong, no recession fears
Major US banks are not building loan-loss reserves despite steady charge-offs, signaling that the economic outlook remains strong. Net interest margins are improving (except JP Morgan which is lighter on NIM), and costs are stable. If lending expands under deregulation, bank earnings will continue to grow. The sector is attractive as a non-AI play in a barbell strategy.
KOSPI at extreme undervaluation, buy index
The KOSPI index has reached historically extreme undervaluation levels relative to corporate earnings. Even if earnings growth slows, the market multiple is at a deep bottom. The current panic-driven sell-off will eventually normalize, and long-term investors should add exposure rather than reduce at these depressed levels.
ONDO leads tokenized stock market, licenses expanding
ONDO is emerging as a leading player in the tokenized stock market with its global markets platform and recent launch of custody-based tokenized stocks (e.g., BlackRock S&P 500 ETF token). The company is acquiring regulatory licenses and expanding its addressable market as DTCC moves toward tokenization. Despite token utility questions, the business is growing rapidly and should benefit from the tokenization mega-trend.
Securitize dominant regulated tokenization platform, undervalued
Securitize (SECT) has secured most regulatory licenses and deep partnerships with major asset managers like BlackRock. It operates the largest tokenized asset TVL (over $5bn) and is the dominant regulated platform for tokenizing traditional financial products. The stock has dropped significantly post-listing, but its long-term growth potential remains high as tokenization adoption accelerates. The valuation now looks attractive.
Coinbase undervalued vs Robinhood; crypto recovery catalyst
Coinbase is structurally undervalued relative to Robinhood because its revenue is still overly dependent on crypto trading volumes, while Robinhood's diversified revenue streams (including stocks and options) provide a buffer. If Bitcoin recovers and crypto volatility picks up, Coinbase's earnings leverage will cause a sharp re-rating. The company also owns valuable infrastructure like Base chain and Prime brokerage that are not fully priced in.
This 3PRO TV (삼프로TV) video, published July 28, 2026,
features Ty, Han Sang-hee, Kim Jong-mun, Kim Jong-seung
discussing NVDA, KS, SOX, ITA, LLY, XLF, EWY, ONDO, Securitize (SECT), COIN.
10 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Ty,
Han Sang-hee,
Kim Jong-mun,
Kim Jong-seung
· Tickers:
NVDA,
KS,
SOX,
ITA,
LLY,
XLF,
EWY,
ONDO,
Securitize (SECT),
COIN
