Ready to escape the ballroom" What is Jang Woojin, who first called for 7,000 points, thinking about as an exit strategy? Jang Woojin, CEO of Geumsigong [Yeouido Insight]

Summary

Jang Woo-jin analyzes the May 28 market selloff driven by Iran-US military escalation, hawkish BOK signals, and HP/Marvell earnings. He identifies four semiconductor leader stocks as core holdings, warns of elevated oil prices and Bitcoin weakness, and advises raising cash amid rising volatility. He also predicts oil will drop to the $40s by 2026 and dismisses KOSDAQ as a long-term play.

• Iran-US conflict escalates with Iran striking a Kuwait air base, pushing oil above $90.
• Bank of Korea's new governor hints at possible rate hikes, citing inflation and FX risks.
• HP and Marvell report strong AI-related earnings but warn of memory price inflation and supply bottlenecks.
• Jang identifies Samsung Electronics, SK Hynix, Samsung Electro-Mechanics, and LG Innotek as the final leading stocks.
• He prefers SK Hynix as a pure-play memory beneficiary.
• Oil prices expected to stay elevated near term but fall to the $40s by 2026.
• Bitcoin's drop below $73,000 signals liquidity tightening and potential market stress.
• KOSDAQ is not recommended for long-term investment; focus on large-cap semiconductor leaders.