Market Will Hit 8,000 this Year, says Tom Lee
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…ountries. So, I think that it is very normal to expect a month or even 2 months of selling. But yes, in my opinion, especially when I look at the US semis and US memory and US momentum stocks, I think we've we are overshot to the downside. So, we would be buying any of those dips. >> What do you make of the SK Hynix ADR story? I know it's just a single stock, but it represents really the sector story in a big way as well AI and HBM story. But, the fact that this company, long publicly traded company in South Korea, …
So, we would be buying any of those dips.
Contexto extraído por IA when I look at the US semis and US memory and US momentum stocks, I think we've we are overshot to the downside. So, we would be buying any of those dips.
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…ountries. So, I think that it is very normal to expect a month or even 2 months of selling. But yes, in my opinion, especially when I look at the US semis and US memory and US momentum stocks, I think we've we are overshot to the downside. So, we would be buying any of those dips. >> What do you make of the SK Hynix ADR story? I know it's just a single stock, but it represents really the sector story in a big way as well AI and HBM story. But, the fact that this company, long publicly traded company in South Korea, …
So, we would be buying any of those dips.
Contexto extraído por IA when I look at the US semis and US memory and US momentum stocks, I think we've we are overshot to the downside. So, we would be buying any of those dips.
Transcrição Completa
EM angle that I was just talking about here. Do you think it's really just something that was mixed together with memory trace and how the market was rethinking the pics and shovels and memory trades in South Korea or are they coming up waking up to this reality that they actually like the US stocks and more than the rest of the world? Do they actually think that the US is exceptional in all this? >> Um Well, as you know, if you zoom out over the past year emerging markets, especially Korea and Taiwan, have been extraordinary performers. So, it shouldn't really surprise investors, even long-term investors, that we should have some profit taking or consolidation. So, you know, when I look at the larger story and the secular story behind AI to me, I'm going to land in that camp that I think the sell-off, even though it seems sizable, is probably just a normal consolidation in the context of a bigger bull picture. >> Consolidation. So, you just recently said that the selling that we've seen in the last maybe 5 to 6 weeks or so in semis and memory and momentum trades, you think that's overdone. So, looking at SK Hynix is selling off right after it's a US ADR, do you think that's just really a volatile process of finding a bottom in the space? >> Uh yeah. I mean, maybe the best number to look at is year-to-date. Korea and SK Hynix and Samsung are up. Uh they're absolutely outperforming other countries. So, I think that it is very normal to expect a month or even 2 months of selling. But yes, in my opinion, especially when I look at the US semis and US memory and US momentum stocks, I think we've we are overshot to the downside. So, we would be buying any of those dips. >> What do you make of the SK Hynix ADR story? I know it's just a single stock, but it represents really the sector story in a big way as well AI and HBM story. But, the fact that this company, long publicly traded company in South Korea, decided to take their shares to the US. What does that tell you about the depth of the US capital market, dollar assets, and of course the US stock markets overall? >> I mean, I think there's several parts to that story. You know, the US stock market is huge. I mean, it is bigger than any other stock market in the world. And it's supported by a a huge and very wealthy American investor base that's still sitting on $7 trillion in cash. So, um and and when you we look at the AI story, Korea is an is an incredibly important manufacturing partner for both China and the US. And access to that story had been very limited for US investors. They could buy the EWI, you know, ETF, but now they have a chance to to own the stock directly. So, I think there's going to be mechanical um arbitrage, you know, reflecting how US demand might materialize versus Korea. Um but that's going to be an opportunity for institutional index arb and other types of funds to actually sort of stabilize the the market and the difference there. >> Tom, if you were to make a call, should we stick to uh Korea listed SK Hynix or is the risk reward more favorable with uh the ADR given especially that KOSPI is falling further into a bear market. >> Um I mean, I think that the answer probably is it depends on which investor I'm speaking to, but you know, unless memory and semiconductors are no longer central to an AI story and AI I mean, this is a massive massive industrial build that is going to last for years. Unless there's an intermodal replacement for semi and memory, there is uh no reason to be worried about Korea or SK Hynix or Samsung. So, to me, I I think all those dips are buyable. >> Mhm. And sort of staying with the crypto angle, if you look at the sum
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