An October (month 10) 20 Yeouido Insight diagnosing the foreign-flow-driven market with the Geumsigong CEO. It treats yesterday's bounce as mechanical, flagging the WTI break above 100 dollars and French bond-dump fears among rate drivers. It rebuts as exaggerated three semiconductor rumors on Intel LPDDR, China AI self-reliance, and MVHBM. It explains AI skepticism via the CIO 86 percent survey and data-center funding, power, and approval bottlenecks. It centers on Oracle's BBB-minus credit risk, OpenAI's share of backlog, and holes in takeover optimism. It also covers Hynix weakness, the Solidigm duplicate-listing debate, Middle East escalation, and the November (month 11) 3 midterm schedule. It proposes watching next week's big-tech earnings, raising cash, and reading the stabilization fund as a bottom signal. All directional views are the speaker's conditional judgments and do not confirm short-term price forecasts.

SamproTV 3PROTV

Yesterday and today shaken by foreign flows

Telling mechanical bounces apart and rate drivers

Fact-checking three semiconductor rumors

Valuation burden through the rubber-band analogy

AI skepticism and data-center funding bottlenecks

Oracle credit risk and the CoreWeave debate

Hynix weakness and the Solidigm listing debate

Middle East escalation and 100-dollar oil fallout

Waiting on next week's earnings and closing strategy

100-dollar oil shakes AI investment again... why Middle East escalation even stirs rates | Hong Seon-ae, Jang Woo-jin, Geumsigong CEO [Yeouido Insight]

On Chesley TV's Womaesinbak, Director Park Se-ik prescribes contrarian trading for the box range. He reflects on missing the 9,200 top, margin-fueled false demand, and managers stuck underwater. With margin balances above 30 trillion won, the strategy is buying dips and selling rallies. Despite DRAM gains and Samsung Electronics profit growth ahead, stocks face macro-driven de-rating, with a 19 ten-thousand-won support line. He argues immigration beyond the threshold cuts wages and breeds conflict and unrest, favoring dollar hegemony. He relays JP Morgan's no-certain-bottom call and warns against blind faith in brokerage reports. All directional outlooks are the speaker's conditional judgments, not definitive short-term price predictions.

ChesleyTV

Margin balances still at 30 trillion won: contrarian trades for the box range! | Chesley Investment Advisory Director Park Se-ik [Womaesinbak / 26.10.20 Tue]

On Chesley TV's Womae Sinbak, Director Park Se-ik reads the newspapers into a selloff playbook in a 58-minute show. He frames inflection-point volatility as a tide-and-monsoon-front tug of war, reads widening swings as a nearing bottom, and urges challenge over self-blame. Citing KB Securities on Samsung, he eases profit fears with 80% of next-year volume on long-term contracts, HBM4 100% contracted, and a 555 trillion won next-year operating-profit outlook, eyeing 19 man won as support. Europe shows manufacturing collapse and Chinese-car gains with an 80 man French protest, 2,400 arrests, spreading immigrant-jobs strife, and far-right votes up from 10% to over 23%, he reports. US AI-infra cracks widen power, permit, and funding strains, and he compares the 2025-2032 spending estimate of 10 trillion 3 thousand hundred-million dollars at 3.63% of GDP with rail and telecom booms. He walks Samsung's chip history from Chairman Lee's 1974 buy at age 32 of a 50% stake to 1992 world No.1 in DRAM, plus today's 40% DRAM, 30% NAND, and 32% HBM shares. JPMorgan sees extreme undervaluation at 4 times forward PER and near 1 times PBR yet no flow proof of a bottom, naming memory and hyperscaler prints, calmer volatility, and the midterms as catalysts, he reports. All directional views are the speaker's conditional judgments and do not settle any near-term price forecast.

Chesley TV

JPMorgan: KOSPI very cheap but the bottom is uncertain | Director Park Se-ik of Chesley Investment Advisory [Womae Sinbak / 26.10.20 Tue]

An October (month 10) 20 Korea close briefing covering the exchange plunge, foreign selling, and spreading decliners. It reviews the morning Hynix plunge and Solidigm listing controversy with the afternoon broad fall and KOSDAQ weakness. It centers on the credit-balance burden, spreading forced selling, and the stabilization-fund deployment debate. It also covers the Solidigm shareholder-versus-growth debate and OpenAI fundraising plus NPS, rare-earth, and KEPCO news. It critically examines the Google CIO versus Jefferies AI investment debate and exaggeration in the securities-staff rule-violation coverage. The speaker sees Korean stocks as cheap with bottoming sentiment and urges holding on. Figures, titles, and proper nouns follow the captions without asserting uncertain transcriptions. All directional views are the speaker's conditional judgments and do not confirm short-term price forecasts.

JeungsigakdogiTV

[October (month 10) 20, Tuesday Korea market] another plunge! No one stepping in to buy! | stabilization fund, please use it now | Hynix treasury buying over 98% done | 3000-eok-won forced selling over 5 days?

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

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.

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

October (10) 20 Indicator Tracker said institutional selling beat foreign spot selling of 1 trillion won, called weak flows a symptom, and cited a 230 of 250 days reflection rule with a 48 to 52 mix. With foreign selling worth only 7 thousand-hundred-million units and CoreWeave down 25 percent, he framed an AI retreat with speculation exits, split AI from AI stocks, and flagged individuals buying 1 trillion won. He attacked 55 valueless minutes of 1 hour, warned against news-driven trades, cited a minus 40 percent tuition lesson favoring index buys, and urged watching France irrelevance, CoreWeave unsecured paper, and CDS cracks. Foreign weight at 38 percent, KOSPI closing at 5,552 trapped near 5,500, down odds of 70 versus 30, KOSDAQ sliding from 781 toward 666 buys, Nasdaq on its 60-day line, and bizarre won strength were wrapped up. US 10-year yields at 5.11 with a 20-year auction tomorrow, WTI rolls near 101 dollars, Samsung corrected to 20man 9,500 won with buys from 19man to 15man won, Hynix down 5 percent, and dollar-yen at 198 were reported. He rejected 4,500, saw 8 percent room with a broken 60-week line, and laid out a 5,000-touch then 6,000-rip assumption on a homemade 21-day average risking 3 to 4 percent for 10 to 20 percent. KOSDAQ 666 with 11 percent room toward 1,200, Hanwha down 11 and 21 percent, EcoPro BM stop advice at 90man won, WTI toward 110, gold at 3,927, weekly 5,120 levels, 20 percent cash, and a 10 percent mental stop guarding 90 percent were wrapped up. All directional views are the speakers' conditional judgments and do not confirm any short-term price forecast.

Alsangmu

Opening drop, flows, and market principles

Foreign selling and the AI retreat call

Valuing information and ignoring news

The KOSPI trap and shrinking foreign weight

Checking Nasdaq, Nikkei, FX, rates, and oil

Samsung buying tactics, Hynix, and the yen

KOSPI tactics and the homemade average plan

KOSDAQ floor history and single stocks

US stocks, futures, and energy

Weekly strategy, mental stops, and close

Sorry to those stuck in Korean stocks [Indicator Tracker 1020]

A learning note on the WTI breakthrough above 100 dollars, data-center funding bottlenecks, Oracle credit, and the Solidigm debate.

100-dollar oil shakes AI investment again... why Middle East escalation even stirs rates | Hong Seon-ae, Jang Woo-jin, Geumsigong CEO [Yeouido Insight]

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