Micron, SanDisk, Intel Surging Again... Rocket Lab, Space Stocks Rally Start

마이크론, 샌디스크, 인텔 또 폭등...로켓랩, 우주 관련주 랠리 시동 [월가 뉴스레터]
Watch on YouTube ↗  |  May 10, 2026 at 22:24  |  44:42  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator

Summary

Park Myung-seok reviews the massive rally in memory semiconductors (Micron, SanDisk, Intel) and highlights the AI-driven shortage, low valuations, and big tech upfront payments. He also covers the space stock surge led by Rocket Lab, a strong software pick in Akamai, and the Korean ETF EWY benefiting from global semiconductor demand. The macro backdrop supports risk-on, with the market ignoring geopolitical noise and focusing on AI hardware.

  • Memory stocks surged: Micron +15%, SanDisk +16%, Intel +13% in one day; weekly gains 37%, 31%, 25% respectively.
  • AI memory shortage is acute: big tech is pre-paying 30-40% deposits to secure supply from SK hynix and Samsung.
  • Intel jumped on news of a preliminary foundry contract with Apple; CPU shift away from Nvidia noted.
  • Akamai surged on strong earnings and a contract with Anthropic, highlighting AI security demand.
  • Rocket Lab soared 34% on record launch contracts and a $30 million Anduril deal; space rally gains momentum.
  • Korean ETF EWY and its triple-leveraged version rose 7.6% and 22%, reflecting strong foreign inflow into Korean semiconductors.
  • Tesla rose 4% with FDA approval of driver assistance system, but thesis is weak.
  • Market broadly ignores Middle East tensions, treating them as 'nacho trade' (geopolitical noise).
Trade Ideas
Park Myung-seok Curator 22:06
Memory semiconductors undervalued amid AI shortage
Memory semiconductor stocks (Micron, SanDisk, SK hynix, Samsung Electronics) are undervalued relative to growth, trading at 4-9x earnings despite AI-driven demand causing severe shortages. Big tech companies are making upfront payments and pre-ordering, and TSMC's strong April revenue confirms sustained demand. The shortage is deepening, especially as Chinese tech firms also ramp up domestic production, supporting further upside.
MU WDC 000660.KS 005930.KS HIGH
Park Myung-seok Curator 25:34
Korea ETF surging on semiconductor demand
Global investors are flooding into emerging markets, with the iShares MSCI South Korea ETF (EWY) accounting for 10-15% of global single-country ETF trading volume. EWY surged 7.6% on Friday, triple-leveraged version up 22%. Korea's semiconductor sector is the key draw, and valuations remain low relative to growth potential. The market is expected to continue rising.
EWY MED
Park Myung-seok Curator 29:07
Intel benefits from Apple foundry contract
Intel received a preliminary foundry contract from Apple, giving a specific catalyst for the stock. The broader shift from Nvidia to CPU-focused AI hardware (Intel, AMD) is underway, and Intel's foundry aspirations are now gaining real traction. The stock surged 14% on the news and is part of a historical AI hardware boom.
INTC MED
Park Myung-seok Curator 32:55
Akamai AI security contract with Anthropic
Akamai is an AI security company that reported strong earnings and announced a contract with Anthropic. Analysts at Evercore ISI raised its price target to $165. The rise of AI agents increases the need for security, making Akamai a direct beneficiary in the software sector. The stock is up significantly and has further room.
AKAM HIGH
Park Myung-seok Curator 35:14
Rocket Lab on record launch contracts
Rocket Lab surged 34% on record first-quarter results and largest-ever launch contract. Space data centers and Trump's renewed interest in space (including UFO disclosures) are driving the sector. The company also won a $30 million hypersonic rocket launch contract from Anduril. The space rally is just beginning, and Rocket Lab is a key player.
RKLB MED
Up Next
1:50:26
[체슬리모닝브리프]글로벌 주식벨류에이션 체크 [26/05/11]
Chesley Investment Advisory (체슬리투자자문) · May 10
1:27:10
O QUE TODO BRASILEIRO PRECISA ENTENDER SOBRE STF, DEMOCRACIA E LIBERDADE | Market Makers #358
Market Makers · May 10
1:11:19
Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back
All-In Podcast · May 10
39:35
Generative AI Can’t Generate Alpha… But Machine Learning Can | Pictet’s David Wright
Monetary Matters · May 10
5:12
O'Brien: Supreme Court Voting Rights Act Decision Likely Lead to "Redistricting War"
Bloomberg Markets · May 10

This 3PRO TV (삼프로TV) video, published May 10, 2026, features Park Myung-seok discussing MU, WDC, 000660.KS, 005930.KS, EWY, INTC, AKAM, RKLB. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok  · Tickers: MU, WDC, 000660.KS, 005930.KS, EWY, INTC, AKAM, RKLB