NVIDIA Hits New High, But Why Can't Samsung Electronics and SK Hynix Rise? / How to Avoid Being Hit by Foreigner Day Trading? | CEO Lee Gwon-hee

Lee Gwon-hee, CEO of Wizwave, analyzes why Samsung Electronics and SK Hynix remain weak despite NVIDIA hitting a new high. He identifies bottoming opportunities in petrochemicals and power equipment, highlights small/mid-cap telecom and pharma stocks showing trend reversals, and advises trimming HVM and Spear after a sharp Space X proxy rally. The discussion also covers macro pullbacks, foreign day-trading tactics, and recent policy missteps. - US markets hit new highs while the Korean market undergoes a pullback, with Samsung and SK Hynix lagging despite positive catalysts. - Samsung HBM share gain and yield improvement, together with SK Hynix buyback rumors, make the two chip names cheap and attractive. - Petrochemical/refining stocks like Kumho Petrochemical, S-Oil, LG Chem, Lotte Chemical and SK Innovation are bottoming, supported by earnings surprises and tight supply. - Power equipment names (LS Electric, Hyundai Electric, Hyosung Heavy) are improving their trend and could re-test former uptrend levels. - Small/mid-cap telecom equipment (RFHIC, KMW, Solid) and pharma (Pharma Research) are showing trend reversals with higher lows on hand-changing events. - HVM and Spear are flagged as near-term top candidates after a Space X proxy trade rally, with advice to reduce positions. - Policy criticism targets the poorly designed stock price suppression law and the slow review of ISA benefits, seen as reflecting regulators' lack of market understanding.