Shuka brought Cathie Wood back after 4 months, asking about Samsung and Hynix plunge fears, and she answered the whole semiconductor space sits early in a multiyear rise past a big correction, welcoming market fear. Skipping direct memory bets over volatility, Chinese entry, and hyperscaler weight cuts, while shunning commoditized turf and warning of margin pressure, she still foresaw robotaxi and humanoid demand at the margin with an HBM shift to higher value, urging buy-the-dip since AI is only round 1 of 9, still at the parking lot. September (9) 9 buying of Meta for 279 90man dollars as transcribed, about 380 in hundred-million-won units, against selling 2,780man dollars of Google were small moves to fund beaten-down buys, while Muse at 200man users a day, number 1 for 28 straight days, untroubled FCF-burning aggression, advertising holy grail hopes, USDC networks, online commerce expansion, and 50 percent were wrapped up. The 2030 bull case of 150man dollars against 8man 4,000 dollars now, nearly 15 times, rested on digital gold, a 0.1 correlation, and 20 million of 21 million units mined, with base 75man and stablecoins at 3,000 in hundred-million units versus 3 trillion in crypto, plus ARK Venture Fund tokenization. Hinting at SpaceX engines for the Roadster, she backed a Tesla-SpaceX merger, citing vertical integration, Terafab ASIC specials for space data centers, Moon and Mars humanoids, and Elon-TSMC Terafab talks. Past US 10-year yields over 5 percent toward 5.3 percent, near a 20-year high, she still called 5 to 6 percent normal and the past 30 to 40 years the low-rate anomaly, citing nominal GDP of 4.8 against 6 to 7 percent ahead, unlike the 2022 Fed shock of 0.25 to 5.5, expecting rate-up outperformance as in 2017 and 2018. Averaging into space, buying Tesla on dips, gaining from Rocket Lab on the Falcon 9 to Starship shift and neutron delays, and favoring Korean LG energy storage, semiconductors, and Han Aerospace were reported, with EV margins of 15 to 16 percent against robotaxi at 80 percent plus, a 5-year subscription shift, harmless midterm gridlock, Trump policies to 2029, late 28 elections, and falling oil. All directional views are the speakers' conditional judgments and do not confirm any short-term price forecast.

PLUS TV

Memory plunge fears and the multiyear cycle

Avoiding memory, early AI, and the parking lot

Buying Meta, selling Google, and stablecoins

Bitcoin at 150man dollars and venture tokenization

The Tesla-SpaceX merger synergy

The 5 percent normal-rate case versus 2022

Space, robotaxis, and midterm variables

SpaceX engines on the Tesla Roadster? The merger synergy Cathie Wood expects from the two companies

After an 8-day losing streak in semiconductors the US market rose, with the 1.1 percent Nasdaq gain read as a big move, while intraday 8 to 9 percent pops in CoreWeave ending negative drew regret. Unlike Nebius up 2.8 percent and Applied Digital up 6.5 percent, Gartner bleak 2030 views were dismissed as sales-driven shaking, and the WTI December (12) contract roll was flagged for making 102 dollars look like 98 dollars. Won strength at 1,332 won plus Dow 0.07 percent, S and P 0.41 percent, and Nasdaq 1.11 percent, with France-driven US Treasury 5.143 percent rises and EWY 4.10 percent, were wrapped up. Philadelphia rebounding 1.6 percent with Hynix ADR 4.6 percent, Micron 3 percent, and DRAM 3.9 percent gains was reported, Solidigm listing odds were put on the failing side, and XAI confirmation in SpaceX earnings was named the next gate. Foreign buying of Samsung Electronics for 1,700 in hundred-million-won units with Hynix snubbed, institutional focus on secondary batteries, and Hyundai Wia defense sale of 3,584 in hundred-million-won units, Bihwatek target of 11man 2,000 won, and OE Solution return-to-profit reports were wrapped up. A weak open of KOSDAQ 2.4 percent and KOSPI 1.5 percent with foreign selling of 1,700 and futures selling of 930 in hundred-million-won units was contrasted with US night futures up 0.14 percent. A Naver target of 36man won against an 18man won price, criticism of Samsung Electronics CES humanoid reveal leaks, Hynix breaking the July (7) 29 low of 124man 6,000 won, and robot beneficiary 3yeon as transcribed surging 9 to 11 percent premarket were reported. All directional views are the speakers' conditional judgments and do not confirm any short-term price forecast.

815 Money Talk

As oil, FX, and rates all swing, why Samsung Electronics robot beneficiaries rally in a shaky Korean market | Representative Lee Kwon-hui

On Yonhap News Economy TV's Market Focus, Rep. Lee Kwon-hee diagnoses the plunging KOSPI in a 35-minute show. With the Nasdaq up over 1% on chips yet selling off, he calls it an internal-market problem of foreign selling and derivatives-led volatility, with futures down to -4.77% intraday. He explains Hynix's weakness versus Samsung and its break of the July (month 7) 29 low through the Solidigm listing dispute and split-listing culture behind the Korea discount and broken foreign trust. Technically he warns of a possible downtrend signal as the index re-entered after the October (month 10) 13 Bollinger lower-band break only to retest it, and he dismisses Gartner's AI pessimism as consulting-sales noise while siding with Bank of America's bottom call. Reviewing French unrest and rate burdens, he sees a fair rate of 4.5-5% and diagnoses low-testing amid flow problems: hedge-fund attacks in a buyback void and US-chip selling routed through Korea. On Meta earnings he watches for Muse AI-agent regional expansion with new investment or cloud rentals, citing B2C monetization and strong ads as a possible rebound trigger. For top-two holders he advises waiting at a PBR of 1.1-1.2 with no merit in selling, buying the trend turn after Samsung earnings and HBM comments or scaling in, adding substrates and equipment on pullbacks, and he flags a possible small-cap phase after the November (month 11) 3 midterms. All directional views are the speaker's conditional judgments and do not settle any near-term price forecast.

Yonhap News Economy TV

Flows and charts all broken... KOSPI at war-outbreak levels (Rep. Lee Kwon-hee) | Market Focus 261020

The broadcast tracks slowing DRAM and NAND price gains with AI demand, covering the price-versus-demand debate, consumer burdens and hyperscaler polarization. It says DDR4 gains flatten while DDR5 stays strong and CXMT's 4F-squared is not yet a threat, calling last week's memory price fall excessive. It reviews CoreWeave debt fears with spiking CDS, plus Alibaba, Tencent and ByteDance China CSP capex. It cites peak earnings forecasts missing by 47 percent on average, with 2018, 2021, 2022 and 2024 outlooks all wrong, urging buying bottoms and selling tops on PBR. It invokes peak-year fall patterns and leading bottoms, January (month 1) 2019 and Hynix up 88 percent in 2023, to sell misses and buy surprises. It flags 150 trillion won in foreign selling and the NPS selling failure, explaining the shortage logic of era-wanted stocks. It covers raised CSP capex from Goldman, TrendForce and JP Morgan, UBS memory and Google Cloud results, and a rebuttal of Dr. Lee Jo-won. All directional views are the speakers' conditional judgments and do not confirm any near-term price forecast.

Chesley TV

Like 2018 or like 2024? A conviction call! | Director Park Seik and Chesley Investment Advisory [Morning Brief / 26.10.20 Tue]

The interview argues that high income and professional status do not prevent debt distress from business borrowing or investment losses. Clinic opening costs, equipment leases and sole-proprietor liabilities illustrate the issue, but occupational rankings and investment-loss shares among clients are the guest’s experience rather than population statistics. It distinguishes asset realization and distribution in bankruptcy, discharge and income-based personal rehabilitation, explaining that the state does not simply pay the debts. Investment-loss debt depends on the procedure, court, assets, income and circumstances, not automatic approval or universal rejection. Further speculation, income evidence, plan performance or modification, and possible disclosure to employers or family are discussed. Repayment periods, credit rebuilding and occupational restrictions should not be treated as fixed universal timelines or rules; current law and the individual case matter. The central warning is that investing borrowed money or funds with fixed uses and deadlines can connect market losses to other payment obligations. All directional outlooks are the speaker’s conditional judgments, not definitive short-term price predictions.

Ystreet — Compounding Knowledge and Assets

Many People Go Bankrupt Through Stocks—Think It Cannot Happen to You? | Attorney Shin Al-chan (Part 1)

Solitary individual dip-buying meets 3,800 in foreign selling in hundred-million-won units while Philly checks grow routine and Solidigm noise drags Hynix harder. The NH double-bottom case holds July (7) lows near 5,200, defends 5,000, and eyes post-October (10) repair on price-EPS gaps shaped by March (3) Iran and July (7) plunge lessons. Unsecured CoreWeave paper spiking while secured and big-tech bonds stay firm leaves funding open, and the All-In podcast calls it passing volatility. Live current demand, Amazon booked 2 years out, 4-year GPUs at premiums, and Google hunting memory argue AI demand shortfalls stay unconfirmed. With spot prices, inventory-shipment gauges, and memory shortages plus Nvidia sellouts intact, bets on bends after year 28 read excessive. TSMC beats with raised guidance see AI accelerators compounding at 50 percent rates into 2029, HBM growing 60 to 70 percent, and CXMT yields at 20 percent. United States quarter 2 over 50 percent and quarter 3 at 27 percent frame an Nvidia-Micron 30 percent irony, Solidigm profit of 5 to 10 percent against 30 percent stock pain, and October (10) 28 earnings communication demands. All directional views are the speakers' conditional judgments and do not confirm any short-term price forecast.

Sampro TV 3PROTV

"Even Google hunts for memory" Is the CoreWeave shock mere volatility? | NH Investment and Securities Department Head Jung Woo-chang [Morning N Investing]

Sensor Studio breaks 2026 French protest and curfew news. Curfews were declared in parts of France and cities including Lyon, Nice, and Lille, with helicopters searching for violators. It shows street scenes of looting, a rally of about 100, clashes with police, and a nationalist march. It reports a mayor's and a district chief's troop-deployment calls and the Gironde minors' night curfew. It adds a small-business lobby's tax and fee relief demands and Italy's curfew review. All directional outlooks are the speaker's conditional judgments, not definitive short-term price predictions.

Sensor Studio

[Breaking] Curfews declared across France... helicopters hunting violators, even troop-deployment calls

The broadcast reports a Nasdaq rebound in the 1 percent range with Philadelphia Semiconductor up 1.6 percent and the MSCI Korea ETF surging 4 percent, yet warns against excitement over faded intraday gains and flat KOSPI night futures. It flags the US 10-year above 5 percent, WTI above 100 dollars, and France-led European fiscal strains as market variables. It reports SK Hynix ADRs surging 4 percent with Micron and Nvidia rebounding and equipment names strong, while CoreWeave closed down 0.4 percent after a 6 percent after-hours spike. It covers Amazon up 5 percent with next-year capex growth raised from 50 percent toward 60 to 70 percent, plus Tesla up 3.7 percent. It relays Microsoft's explanation that the Nscale UK exit owed to power bottlenecks, not demand, plus a 450 hundred-million-dollar Anthropic compute negotiation. Centered on Goldman's neutral-to-buy CoreWeave upgrade, it introduces 7.5 to 10.5 percent collateral-based funding rates, conservative 15 percent returns, and the 25 percent case with used GPUs. It covers Musk's SpaceX gifts, 108 hundred-million dollars under age 18 and 27 hundred-million dollars under age 4, plus Samsung humanoids and US-Iran deal hopes. All directional views are the speakers' conditional judgments and do not confirm any near-term price forecast.

They said the AI debt bomb would burst, yet Goldman says buy CoreWeave

Rsanmoo's day strategy for Tuesday, October (month 10) 20th. Yesterday's bounce brought relief, but he sees funds unwinding into an early winter amid a 20% monthly slide shock. The US session was no strong tape despite the Nasdaq's over 1% gain, fading into the cash session and dawn, while Korea's premarket tracked US futures. He likes index levels — buying 5500 toward 7000, a 1500-point 22% run — but draws the line at single names. Despite a Blue House press-room mention of stocks, he rates government or Trump pump odds low, and names the core issue as shaken faith in AI itself over IB outlooks. Rail and drone analogies argue consensus futures never arrive, and he warns of debt and bailout hangovers if AI frustrates. After asides on old-money patience exhaustion and immortality-conspiracy musings, he prescribes a probabilistic response: up or down, buy 2% of total weight near the close, a little each day. An institution would short — meaning hedge — here, but already trimmed with no hedge benefit left, he buys; a 5200 to 5300 break opens the fear zone. He adds buying Samsung Electronics and SK hynix only on plunges, KOSDAQ at 666, trimming some buys on a Friday 5% KOSPI gain, buying a 7% intraday drop, and flash-crash caution.

Rsanmoo

Day strategy (1020 Tuesday)

A learning note on Cathie Wood outlooks for memory, Meta, Bitcoin, a Tesla merger, rates, and space.

SpaceX engines on the Tesla Roadster? The merger synergy Cathie Wood expects from the two companies

Timeline

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