Recording on October (month 10) 14, the day after a sell-sidecar halt, he sees the KOSPI 6000 battle as a staged-buying phase from the prior day. He argues for buying both extremes, pairing 2028 growers with cheap large caps. He says the market has moved past disappointment into doubt, when swelling questions over AI payback sow rally seeds. He flags the EPS-chasing trap, diagnosing an excessive-discount phase from hyperscaler FCF deficits and a higher discount rate. He warns against mechanical repetition of rates and history, citing 1998, 2022, and 2002 to 2007 cases. He stresses PER is a function of growth, urging checks on margin durability and shareholder returns over cheap multiples. He cites mechanical foreign selling and Korean governance doubts, urging buying at prices worth holding rather than after confirmation. All directional outlooks are the speaker's conditional judgments and do not confirm any short-term price forecast.

SamproTV 3PROTV

Opening and the Staged-Buying Odds

The Case for Both Extremes

Chip Valuations and the Doubt Phase

4-Phase Thinking and AI Cash-Flow Structure

2028 Earnings and What to Buy

Investing Is Not Science, and History

Buying Both Extremes in a Crash

PER, Growth, and Bottom-Fishing Courage

Foreign Selling and Governance

Recycled AI Doubts and Upside Calls

The Word to Survive a Hellish KOSPI: 'Both Extremes' | Economic Commentator Yoon Ji-ho [Weekend Interview]

Kim Dante asks whether AI stocks are really over and what a rebound needs, zeroing in on the CoreWeave driven crisis. He reports a 1.5 percent Nasdaq fall and KOSPI breakdown tangled with Kevin remarks, oil and 10 year notes. He cites the Gerstner exit, founder cashing of 5 trillion won and Deutsche Bank's funding shortfall case behind CoreWeave's 11 percent plunge. He relays memory chain fears with KOSPI futures down 1.42 percent and the GPU rental paradox. He reads the CXMT surprise and Anthropic's lower IPO as blows. He sets visible hyperscaler profits or rate stability as rebound terms in this game of nerves. All directional views are the speakers' conditional judgments and do not confirm any short term price forecast.

Tomorrow's Investing King - Kim Dante

Are AI stocks done now?

On Infomax Live, Kim Minsu, Seo Yongwon and Lee Jinwoo discuss responses after 7 straight down days and the July (month 7) trauma. They review the Nasdaq 55 month line rebound, Goldman tech fund losses and the Philadelphia Semiconductor contrast, plus Korea's July (month 7) low test and a double bottom scenario. They treat chips as a sale to stockpile while watching defense and parts makers, checking the KOSDAQ 780 line and biotech bounce. They report broken sentiment despite Hyundai Motor's 0.64 times PBR, foreign trillion won scale dumping, box breakdowns and strategic selling. They stress cutting when the box breaks and separating trading from stockpiling. They explain 97 trillion won in deposits, 33 trillion won in margin, the opening auction limit down pattern and half past 2 futures and CFT flows. They advise watching next week through a one week gap until big tech earnings from October (month 10) 28 and cover the memory pounding, the dip below 5200 debate, FX losses, SK Innovation and shippers. All directional views are the speakers' conditional judgments and do not confirm any short term price forecast.

Yonhap News Economy TV

No more fear from here...? (Kim Minsu, Seo Yongwon, Lee Jinwoo) | Infomax Live 261016

He says after a weekly long black candle and 3 days of capitulation selling into a Friday lower wick, the market never lets would-be cheaper buyers back in. He stresses the historical pattern that midterm and Iran war fears pass without touching big-tech earnings like Nvidia and Apple, with stocks rising after elections. He advises beginners to hold 30 to 50% cash in index ETFs bought in 5% steps, expecting stocks to rise as rates fall from an S&P 500 PER of 19. He presents a viewer-count fear-gauge idea plus Buffett and Ramsey's long-term goals and consistency principles. He reports margin loans of 33 trillion plus 7 thousand hundred-million won and 129 hundred-million won in forced sales, warning of a forced-selling domino. He goes half-and-half on chips, negative on commodity names citing the 2018 profit-collapse precedent amid an artificial supply-cut versus demand debate, positive on HBM. He expects the market not to fall back to prior lows, citing PBR and book-value floors. All directional outlooks are the speaker's conditional judgments and do not confirm any short-term price forecast.

Chesley TV

When You Try to Buy Cheaper, the Market Gives No Chance | Chesley Investment Advisory Executive Director Park Se-ik [Wamaesinbak / 26.10.16 Fri]

Park Hyun-do interprets Saudi-Houthi confrontation through Yemen’s political, religious and regional divisions and Iranian-Saudi competition. Military superiority does not ensure airstrikes achieve political objectives; he discusses asymmetric losses, terrain and escalation. He argues US incentives for direct intervention have changed and considers limits to Saudi Arabia’s alternative security partnerships. He links Neom, sports, tourism and non-oil transition plans with fiscal resources, security and outside investment, not oil prices alone. He connects differing US and Iranian definitions of victory with sanctions, China and maritime routes, presenting prolonged-war and regional-spillover scenarios. Some discussion conveys Iranian reporting and perspectives; claims about regimes, casualties, flights, agreements, fiscal figures and intentions remain distinct from independent verification. Maritime bottleneck risks are conditional scenarios, not certain predictions of global collapse, oil prices or the end of war. All directional outlooks are the speakers’ conditional judgments and do not establish a definitive short-term price prediction.

Knowledge Inside

5 Reasons Saudi Arabia Feels Let Down by the US | Knowledge Class EP.31 with Professor Park Hyun-do

The broadcast reports a KOSPI and KOSDAQ rebound and modest foreign cash buying, but sees insufficient confirmation of a trend reversal given late weakness, turnover and futures selling. It discusses near-term Samsung and Hynix leadership and company-specific issues, while gift, listing and overseas-pressure reports are not proof of price manipulation or settled policy causation. Lower yields may reflect weaker AI investment expectations or a reversal of excessive yield increases, so corporate bonds, CDS and flows should be checked together. It explains semiconductor equipment strength through TSMC and ASML demand and spending, but demand expectations, execution and cash collection differ. It considers breadth into biotech, robotics, power and consumption, distinguishing known catalysts, when prices reflect them and trend changes. It interprets Fed remarks as data-dependent rather than a promise to hold rates and warns against excessive optimism. Later stock examples and staged-buying criteria are personal opinions, not guarantees of returns, bottoms or a link between fear and profit; advertisements, daily figures and caption errors require separate checks. All directional outlooks are the speakers’ conditional judgments and do not establish a definitive short-term price prediction.

3PROTV

Market Close, Month 10 Day 16: Why a 2% KOSPI Rebound Was Not Enough—Foreigners Turn Net Buyers, but Caution Remains | Hong Seon-ae, Lee Gwon-hui, Kim Jang-yeol | Closing Bell Live

It reports Tesla unveiled a gas-thruster next-generation Roadster at a Texas test site, demonstrating jumps over cars and a mid-air landing. It says the car does 97 km/h from standstill in 0.81 seconds, drives 1000 km per 1 charge, with mass production from 2028. It notes doubts over urban safety, rules, and liability, while emergency uses like rollovers and bridge falls are also raised. It introduces the view that the Roadster is a symbolic tech showcase with limited earnings impact. It covers Tesla-SpaceX merger talk, the shareholder meeting schedule, AI vertical-integration value, and 5 hundred-million plus 7300 ten-thousand dollars in intercompany sales. It covers claims that Starshield speed caps disrupted Ukrainian operations and Musk's rebuttal. It concludes Tesla beat expectations with about 48 ten-thousand plus 6000 deliveries in Q3 of 2026, but sustained sales recovery and autonomy and robot monetization are the key. All directional outlooks are the speaker's conditional judgments and do not confirm any short-term price forecast.

Sensor Studio

Tesla Has Finally Gone Mad... The Reason It Strapped a Rocket to a Car

The conversation is optimistic about AI adoption and productivity through experiences with agents, personalization, delegated payments and token demand. These are speakers’ experiences; company statistics, product names and access conditions are distinct from independently verified general facts. Discussing high rates and a capital bottleneck, they propose that separating and allocating data-center development risks could attract funding. Measuring, pricing or transferring risk does not eliminate it or guarantee repayment, and cited returns are expectations. On listings and valuation, they speculate that narratives such as scientific discovery could support high multiples alongside revenue. They discuss long-term chip demand and reports of Tesla facilities and hiring as possible competitive changes, while acknowledging further verification is needed. Their closing fear-driven buying philosophy, staged responses and search for leaders are personal investing views, not a rule that greater fear guarantees greater returns or instructions to execute a trade. All directional outlooks are the speakers’ conditional judgments and do not establish a definitive short-term price prediction.

Lee Hyo-seok Academy

“You Invest When It Feels This Frightening”: Surviving as an Investor in Unstable Markets | Park Se-ik [Part 2]

DB Securities strategist Moon Hongchul frames the trigger and rebound terms of a market tougher than July (month 7) with a match and gasoline analogy. He links the CoreWeave default risk and 10 year Treasury spread widening from 50 bp to 200 bp with foreign selling since the end of September (month 9). He calls the 5 percent debate a hedge fund scheme and reads short covering at minus 2 sigma plus falling rates on bad news as the end of weakness. He criticizes Fed judgment and data dependence and sees the allocation rotation lasting 2 to 3 months. His stability gauges are a narrower CoreWeave CDS, 10 year notes at 4.8 percent, defending the July (month 7) low and divided government after the midterms. He rebuts AI led growth with a GDP chart and says to follow the leading rooms over facts. He sets 1320 won this year and 1250 won next year on exports and explains Korea's structural heavier hit. All directional views are the speakers' conditional judgments and do not confirm any short term price forecast.

Tougher than July (month 7) and the match question

CoreWeave CDS spreads and the 50 bp trigger

The 5 percent scheme and rates falling on bad news

Extreme CTA shorts and Fed criticism

Allocation rotation and the 4.8 percent target

What 4.8 percent means and divided government hopes

Rebutting AI led growth and following the rooms

FX follows exports: 1320 won and 1250 won

Why Korea gets hit harder, and closing

Why do foreigners dump Korean chips? What a rebound needs | Moon Hongchul, DB Securities asset strategy head [Weekend Interview]

The Word to Survive a Hellish KOSPI: 'Both Extremes' | Economic Commentator Yoon Ji-ho [Weekend Interview]

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