이재진의 주식전략실 방송

Hinzugefügt: 2026-05-17

[00:00:00]rose [song] and light reveal but no one knows. [Music] I've walked through doors at close too soon and waited under silent moons. But every da is softly shown [music] the dreams still [song] find their own. The days may turn the plans may fade but hopes the house that hearts [music] have made.

[00:00:21]And though the past feels hard to borrow there's [Music] peace in each tomorrow.

[00:00:30]Through the windows of tomorrow, the sunl [Music] to flow through the cracks of what lowers to grow.

[00:00:41]The [music] windows [song] of tomorrow they shine beyond the pain and even when [music] I don't know the light will come again.

[00:00:53][Music] The mirror shows the man I've been [Music] a little tired but still within.

[00:01:05][Music] Each scar a map each l a friend.

[00:01:08]They guide me [song] where the roads might bend. [Music] I fear the fall. I've missed the signs.

[00:01:14]But life still moves in crooked l [song] and though I've [music] stum though I've cried I've learned to see the brighter sight. The rain still falls, the wind still blows.

[00:01:25]But something [music] gentle always grows.

[00:01:29]It's not the end.

[00:01:30]It's not the sorrow.

[00:01:32]It's just the start of tomorrow. [Music] Through the windows of [Music] tomorrow, the sunl to flow through the [Music] cracks of what lost.

[00:01:46]New flowers start to grow.

[00:01:49]The windows of tomorrow [Music] they shine beyond the pain and even when I don't know the light [Song] will come again. [Music] I used to hide from what unknown but courage [Music] blooms when hearts have grown. And though the glass may still be cracked the sky reflects [Music] what I want like. Each morning homes you still can try. [Music] Each shadow fades each tear runs dry.

[00:02:18]And all that's gone show me how [music] to start again right [singing] now.

[00:02:28]Through the [music] windows of tomorrow, the sunl finds my face. It pains the dreams [Music] I left behind with kindness and with grace. The [music] windows of tomorrow [singing] they hone and [music] don't remind my soul the world begins to soon. So let the [Music] light come soft and slow.

[00:02:56]I'll find my way as morning grow through those windows clear and wide.

[00:03:08]I'll [Music] see my hope inside.

[00:03:17][Music] You pour the sugar not to much. You have me warm for gentle touch. The window glows the world's brand new.

[00:03:33]And I start my day with a cup of you.

[00:03:36]This team curls up a lazy dance like memories in half a trance. You hum tune I cann do sweet and slow [Music] like the cup of you.

[00:03:48]Every feels like the star of something [Music][Song] st inside my heart.

[00:03:58]You stir the silence [music] gold and loves young [song] though weve grown cup of you soft [music] and true filling all the cracks I never knew in every smile and every hum my peace [music] begins with the cup of you cup of you sweet and kind a t of my soul can find if love [music] shade there would be and like the c [song][music] of you outside [song] the cs to but we stillinger half the kle sings [music] the record spins the day drips slower love begin you laugh and spill [Music] I take your hand no words we need to understand [Song] the way your eyes reflect that blue it's more important pour in [Music] the cup of We don't need [Song] maps to go.

[00:05:00][Music] The world can [Song] take it in this small room the sky feels the warmth of home is [Music][Song] by my side.

[00:05:15]C of you st and [Music] trueing all the cracks I never knew in every smile and every hum [Music] my peace begins with you cup of you sweet and kind of my soul can find if love shape it [Music] would be to brown and warm like the cup of you [Music][Song] the morning comes the minute blend the way You hold me never ends.

[00:05:45]No thunder loud, no lining near.

[00:05:47][Music][Song] Just steady warm that keeps me here. I used to chase the brighter [music] things, but found my joy in quieter strings. Now every daw [music] you say the coffee getting cold.

[00:06:04][Music][Song] I smile the moment pure gold.

[00:06:07]Time slows down the sunlight to. I could stay forever in this [Music] cup of you soft and true. My heart beats slow [song] my skies turn blue. And every [Music] breath I'm born and new my peace begins with the cup of you. Cup of you sweet and kind love [music][song] so warm so undefined. No need for more no need for proof. [Music] Just this morning in the cup of you.

[00:06:42][Music] Doo doo doo doo doo doo doo [Music] The world wakes up, its lights turn, but I'll keep this calm side, whatever the day will put me through, I'll always start with the cup of [Music] [ Song][Music] The evening leans on [Music] skies the sunlight drips through tight [Music] eyes.

[00:07:36]The world slows down the city side.

[00:07:39][Music] time for toomise shadow [Music] dan on the wall tender grace the soft [Music] fall [Song] the day dissolves amber and every breathinds [Song] me you the coffee cold but i don't mind you [Music] linger sweet and kind trace the warmth your fingers left [Music] the ghost of touch the gentle theft Outside the street lamp start to glow the golden hum the [Music] after though the night begins [Song] to rise your love still paints the evening skies [Music] I used to chase the bri [Song] flame but peace arriv when you came you showed me [Music] life not loud or fast it's quiet hearts that always [Music] golden don't fade away hold [Music] me close [Music] through the end Let this stay s and slow between the dust and after glow [Music] golden [Song] all I see the world feels right when you're [Music] with me.

[00:08:54][Music] The record spins a jazz frame. [Music] Dusty tune that calls your name.

[00:09:09]We h along no words no [Music] plan just rhythm rest in hand.

[00:09:14]Your eyes reflect the evening grace a little sun still on your face. [Music] And though the world keeps turning fast I want this stillness here [Song] to last.

[00:09:25]You pour [music] some wine the candles glean. The room dissolves into a dream. The curtains breathe, the shadows play [music] and the night begins to slip away.

[00:09:36]If time could freeze I' stay right here.

[00:09:39][Music][Song] Your heart be close. The silence clear no grandb no final just [Music] love that glows between the sun.

[00:09:54]May love [Music][Song] is not a spark but gentle light that warms the dark may peace is not a sound but knowing home [Music] is where found and if tomorrow drifts apart I'll [Music][Song] keep tonight inside my heart for every da that comes will carry traces still [Music][Song] of you the city hes [snort] beneath the stars [Music] We small love is who we are. [Music] So let this glob [song] now through joy and the evening but it shows [Music] you are my [song] golden glow my [Music] making [Music] thing.

[00:11:02][Music] [Music] H [Music] The mornings [Song] without a sign something moves beneath [Music][Song] the world still hes the still spins and I feel [Music] life beneath my skin the days were [Song] hard I lost my ground but somehow peace is what I found a clearer [Music] voice begins to say there still [Song] [Music] up away the scars don't fade but they don't the proof of where my tear heart has been walking down this away has learned to stay they [music] shine like glass they [song] tell me I'm not made of stone [music] the wind still blows the sky still white and [song] hope walks by my side gr learn to [music] find love [song] away [music] the city calls [music] the noise begins but I still [music] what peace has been I watch the crow remove my Melody that stands alone [music][song] the try to hold me still love my [music][song] stubborn will the storm is gone the air feels clear I see [Music] the sun I couldn't [Song] hear the road is long but I don't mind the few gets warmer over time walking down [Music] this where every fear begins to the [Music] is gone the sound is true there something born no need to run no need to hide the peace I lost is back inside [Music] with open eyes I start today I'm walking down this away [Music] maybe life was meant to break to show the love we need to make [Music] maybe dreams fall just blow small to the when I st I'll trust the to turn again for every and every returns up [song][music] [sigh][gasps] so if I fall don't pull me fast just let me learn [song] the way you the world still hard but that's okay my heart is [song] steady s [music] bre [music] thank you for this bri [sigh][gasps] W [music] [music] [music] Morning fall grabs [song] round the tracks a silver [Music] turning back the whistle hum a faded tune like sunl spilling [Music] far too soon my window frames are moving [Music] dream of quiet towns and fields of green a paper cup [Music] of coffee shakes with every memory the daylight makes each station name a spoken sound of places [Music] where we both were found I count the signs slip away While chasing ghost of yesterday [Music] I'm on a train to yesterday laughter used to fill the day the [Music] seat still hold the we made before the colors turn to [Music][Song] gray I watch the world drifting reverse through songs we love and gentle words one way right [music] my heart will stay on [music] this train to yesterday [music] the rhythm hes like brush strings each beat recs [music] familiar things your shadow sways in a window [music] glass a fleeting smile the moment passes the ticket [music] folds inside my hand like promises we [music] didn't the rails keep singing low and deep [music] that makes me [song] weep the eches hide every band begin away me there and i whow [Song][Music] i hope you're fine and to love We left behind I'm on a [Music] train to yesterday laughter used to fill the day the seat still hold the warmth we made.

[00:16:48]Before the colors [music] turn to gray I watch the world drifting refers through songs we loved and gentle words. So one way right my [music][song] heart will stay on this train to yesterday.

[00:17:10][Music] [Music] The rails [Music] keep like old jazz drums the wind outside a tun that hum [Music] your name still dances on the [Song] pain like morning that spells my pain in Oh, I know you won appear. Your voice still whisper [Music] softenar. The coffee cools, but I can't say I trade [Music][Song] this right away.

[00:17:49]The next stop the speaker cries [Music][Song] but I just sm and close my I'm not arriving anywh I'm [Music] only going there on a train to yesterday where you and I could drift [Song][Music] and stay the seat still home with loves refrain and I would it once again if time [Music] I' never leave. I'd stay where hearts still make the past feels near the still gray [song] on this train to [music] yesterday.

[00:18:34][Music] The whistle [Music] fades, the rails fall still. But in my chest they hum still. [Song] And though the day pulls me away, part of me stays on the train to [Song] yesterday.

[00:18:59][Music] [Music] We don't need to fill the space. The silence [music] holds a softer grace. Your eyes made mind the world slows down.

[00:19:42][Song] No words, no plans, no need for sound. The air is warm, the light is [music] clear. Your presence h I feel you near. No loud goodbies, [music] no grand reply, just something in [song] the quiet sky. [Music] You don't explain, you never try.

[00:20:03]And your [song] becomes [music] my something qui love say enough it's just enough no melody no [music] grand refrain.

[00:20:16]Steady peace that breaks the chain.

[00:20:19]You never [Music] shout you never hide and still your love is amplified. There's something true I can't deny it. The world feels whole [music][song] inside the quiet.

[00:20:41]The morning [Music] Breath the turning leaves. The way you breathe the way I breathe you po the day [Music] and everything just drifts away. We talk in looks, we speak in size. The world unfolds [Music] between our eyes. No stage, no lights, no need to show the [Music] love we keep.

[00:21:01]is hard to know.

[00:21:04]I used to fear the still the slow but now it's where the love [Music] can grow.

[00:21:15]There's something [music] in the quiet love that lives the world I'm dreaming [song] of. It's not a song.

[00:21:21]It's not a prayer.

[00:21:23]It's simply peace that fills the air.

[00:21:26]You never rush, [Music] you never flee. You move the noise away from me. There's something clear and I can't fight it. My heart begins [Music] inside the quiet.

[00:21:42][Music] [Music] May love was always waiting for [Song] the world to hear. It's not the spark, [Music] it's not the fire, it's warm that stays when dreams retire.

[00:22:00]And every da I [music][song] see through the calm of love begins [music] with you.

[00:22:11]So let the work run.

[00:22:12][Music] Fast find the peace that always no need to speak no need [Music] to try it.

[00:22:19]I found my [music] something in Qu [music] the mirox water [music] runs the morning.

[00:23:01]A face I know [music] but [song] not quite time is drawn [music] the razor hum the [music] radi [song] plays.

[00:23:18]I have remember [music] tuned from better days and then that sound I start to [music] The man I used to be.

[00:23:34]He laughed too loud.

[00:23:35]He dreamed too high.

[00:23:37][Music] He kissed the world without a why.

[00:23:40]Now he sits in quiet peace and wonders when that fire seas. The man I used to be still [Music] hes inside of me. He's slow now. [Song] He loves the things he used [Music] to throw.

[00:23:57]The man I used to be still walks in memory. And everyone [music] me he still lives quiet in me.

[00:24:09]The coffee steams [Music] the window size. I catch reflection in my eyes. He's there behind the grownup frame. [Music] A boy who never learned to blame. Stay up late and chase the stars.

[00:24:23]Now I watch them [Music] f from and though I've changed I still believe he somewhere deep beneath my sleep. He used to say life [Music] just a stage.

[00:24:34]Don't hide your heart fear the age now I not and pull my tee still learning what [music][song] that means to me. He ran on faith. I move on grace but times have been kind to both our [music] faces. I think he'd smile if he could see the man he grew to be.

[00:24:55]The man I used to be [Music] still hum inside of me. He st now he's call me slow. He loves the things he used to throw.

[00:25:06]The man I used [Music] to be still walks in memory and everyones me still lives [Music] quiet in me. Who traded storms [Music] for steady seas the noise for gentle melodies and though the [Music] fire burns less bright it warms me through the some [Music] dreams are faded some remain the peace was worth the growing pain. I close my eyes and softly see the man [Music] I used to be.

[00:25:41]I miss him sometimes, but I think he'd be proud. The man I used to be still hum [music] inside [song] of me. No need for no need forame he learned to love his given name. The man I used to be still hums in melody. [Music] And though he's gone, he's never free. He still [song] right [music] here me.

[00:26:08]Maybe growing older just means learning how to stay.

[00:26:19][Music] [Music] [Music] We said good beneath the no angry words just moving on the city slept the air [Music] was still but peace began where love stood still the road will take us [Music][Song] far kind lingers in the heart and though the tears had had [Music] their time I'll keep your warmth [Music] inside of m every becomes a star in the quiet [Music] of the heart we may lose what we can't defend [Music] but love will find [Song] a way one day like [music] sun after the memories won burn they tune [music][song] and sing one day we again and feel the peace with [music] no need for what i just knowing [song] we will [music] The nights were long, the time is kind. It leaves the [music] pain, but freeze the mind. And though the past still whisper [song] slow, the wind learn [music] to let it go. I see your face and passing [song] crowds and fading lights and silver clouds.

[00:28:09]Someh [Music] [Song] smart [Music] [Music] Emergency Ah Emergency Emergency [Music] Squid Alert Squid Alert Emergency Emergency, Emergency Squid Alert Ah I feel like crying after eating stir-fried squid.

[00:28:45]How is this [music][song] so spicy? Isn't this just frustrating? I just came back after drinking milk. [Music] Ow, it's spicy. Ah bisa ah bisa [Music] Ah, it's so spicy.

[00:29:04]Ah, it's so spicy.

[00:29:07]Ah, emergency.

[00:29:09]Ah, nice to meet you. You're surprised?

[00:29:11]Oh, I'm sorry.

[00:29:15]yes. Squid, squid, squid, stir-fried squid. I got treated to eat squid again.

[00:29:26]yes.

[00:29:28]Have some coffee. Coffee? hmm. You're saying today's broadcast will be fun too?

[00:29:34]Hi. Nice to meet you. hmm. Ah, nice to meet you. Was it spicier than today's stock price?

[00:29:41]Today? That's not the case. I [snorted] again.

[00:29:48]Ah, today I had some really, really bitter pain. The pain was so intense today. It was really spicy today. I seriously almost smashed my computer monitor today. You're saying everyone hurts? It hurts me, too.

[00:30:18]I also think that as long as I don't reveal the names of the stocks, it should be fine.

[00:30:30]What happened?

[00:30:40]What on earth happened?

[00:30:47]Ah, what happened? I'm so upset. Since I'm selling after making a 20% profit on what I'm saying, it seems like today's stock is 50%. What a mess.

[00:31:02]Ah ah ah, so, so much, God, Buddha, Father, ah, there's just too much, too much. I'm seriously pissed off. You want me to show my face? No.

[00:31:43]Yes, if I show my face now [snort], yes, it's embarrassing, so I'll reveal it later. I 'm upset. I'm upset. I'm really so upset. I'm so upset. I'm so upset. Okay, let's stop worrying. At this rate, we wo n't be able to broadcast today. Right, everyone? [Snoring] Yeda might not be able to broadcast anymore. Ah, so today I feel dizzy. I feel dizzy, dizzy, dizzy.

[00:32:39]So, originally, I had to go to the hospital briefly after the market ended today before the broadcast, but I even forgot to go.

[00:32:48]yes.

[00:32:49]Going to Byeokwon is also a good idea. That was so shocking, yes. It was so shocking throughout the trading day that I was immersed in shock and horror regarding China, and I forgot about the hospital. So I'm planning to reschedule my hospital appointment for tomorrow. yes. yes. Well, but then again, looking at this as regret over the past, is it really a minor thing? Is that correct? Right? Right? yes. I need to pull myself together and figure out how to find a suitable stock, right? Am I right? that's right. I can't just let it all go without regret. [Laughs] No, how can I cry? What should I do? How can I shake it off? Yeah, how should I handle that?

[00:33:49]Aton, just shake it off, and what else do you do? Uh, my mind is a bit all over the place, so please bear with me, everyone. yes.

[00:33:58]ah. ah.

[00:34:00]yes. Well, anyway, shouldn't we still do the broadcast today? Right?

[00:34:05]yes. Uh, I will do my best to host the broadcast.

[00:34:10]ah. Okay, everyone, just a moment.

[00:34:12]Ah, wait a moment. Ah, I... ah, the fan... uh, today, feeling all worked up, I ate spicy squid. Yes. The craving for spicy squid is really getting me pumped.

[00:34:24]yes. Okay, wait a minute, just a moment. I'm going to fix my hair for a minute or two, uh, everyone, and then I'll be right back. Wait, just a moment, I'll be right back. Now, turn on the camera.

[00:34:36]Yes, could you please wait a moment?

[00:34:38]Please wait for 1 or 2 minutes. You all know, right? Please wipe your lips and wait a moment as I have to broadcast. Please let me know if anyone who asked a question comes forward. wait a minute. Here it is. I'm here. I am here. Alright, everyone, yes, we should start the broadcast, right? Okay, first things first, the topic of today's broadcast is pain. Yes, today's broadcast topic is pain. pain.

[00:36:28]sick. It hurts. [Snoring] Well, it's practically been realized right now. It’s like I was dating a girlfriend, then I met a lover, and after breaking up with her, my current lover met a much better guy. It is almost the pain of a trial. Not only trials, but on top of that. A situation arose in his life that shook his mental state a bit. I cannot be in my right mind in this situation. I am not in my right mind. But even so, I guess I should try my best with the broadcast. Right? yes. I just removed it from the stock. yes.

[00:37:13]I think we'll have to give it our best shot. yes.

[00:37:15]Before that, I have this thought again. By any chance, can you hear this useless noise right now?

[00:37:19]Can you hear the fan noise? Just a moment. Can you hear me? Can't you hear me? You can't hear me, right? Is it okay? Or, if it's inconvenient, can't you hear me turning on the fan next to this?

[00:37:32]Ah, okay. great. I will take that. But now, I think there is a reason why I can still overcome the pain of such trials. yes.

[00:37:44]There is a reason why it can be overcome. Uh, why, how do you overcome that?

[00:37:49]Even though I’m boiling with anger, there is a reason I can overcome it. We have our colleagues. Now, are you all here?

[00:37:59]Uh, I sold it, but I'm upset about the rank and things. Is there?

[00:38:06]Is there any? It must be there. Uh, it should definitely be there. I'm sure I'm not the only one.

[00:38:14]Uh, regarding our live broadcast together, I'm sure you all saw your stocks go up after selling them, right?

[00:38:24]Because we are together, Genix goes up when you sell, Samsung Electronics goes up when you sell, LG Electronics goes up when you sell, right?

[00:38:34]Hyundai Motor goes up when sold, and uh, it goes up because we sell this and that. Yeah, well, are n't things exactly like that happening? Right? yes. Since we have comrades here, let's muster up some strength. We are all going through hardships together, so let's all work hard to move forward in a positive direction. Right? yes. It makes me so angry. Gaehwanix is ​​angry. It makes me angry. you're right. Yes, that's right. I think it would be good to move forward by overcoming things one by one. So, regarding today's broadcast, uh, when you usually have some regrets about that market... A major inspection is needed. You can consider it as needing an inspection.

[00:39:22]Uh, as we go through the inspection, it becomes clearer than expected what we need to do. I roughly wrote down the KakaoTalk chat room for today, but it is becoming clearer. So, starting now, I will analyze the current situation and tell you, one by one, which stocks we should be targeting. I would appreciate it if you could follow along well. You get it, right? Right now, looking at the various options, I want to buy this and that, and I’m at a point where I’m quite conflicted about whether I should chase after them or not. I will diagnose them for you one by one. Now, basically, there is a standard that we need to carry forward. First of all, I think we need to see how the market goes. If you ask me how I think the market will turn out, basically, my opinion does n't really change. As for the stock market, well, those of you who already know this in detail, especially those who look at algorithm reports, could be shaken in June.

[00:40:23]However, based on the standards so far, well, we’ll have to see how the situation develops when the time comes, but I do n’t think the instability will be that deep in June. It doesn't seem like it would be deep.

[00:40:41]Uh, I don't think it's that deep. There are various bad factors, though. Actually, there is no signal that overall market liquidity is decreasing. So, ultimately, if the amount of money in the U.S. market increases, the U.S. stock market is bound to keep rising. Right? However, there is a very high possibility that money will continue to flow into the U.S. in a positive way. Why is that? Why, why is that?

[00:41:10]Why, why is that? I imagine you are all wondering, "How on earth, how on earth, how on earth should we do this?" I will try to explain how things will turn out.

[00:41:24]Okay, first of all, basically, you all said that you would try to catch the bottom, but the index kept going up. I could only buy 1.

[00:41:40]Buy 1 for cash. I couldn't buy number 2, right? Ah, I explained this starting from somewhere else. Ah, first, let me summarize the strategy I've been using recently. First of all, regarding how I responded, uh, after the stock market crashed in March, uh, if you ask when I made my first purchase, do you see this? I gave a buy signal at this time. I gave the buy signal at this time. Do you see it? At this point [snorted], and then the stock market dropped a little.

[00:42:19]At this time, 1 lion. I bought 1. The remaining 2 were waiting to buy if there was a further crash.

[00:42:29]Unfortunately, even as the war continues, there is no economic recession, nor has the stock market crashed further; it is currently a phase where people are buying about 1% and profiting from the rise. But [snorting] what I've been saying recently— especially since the end of April—what did I explain? Do you remember I explained that we can sell the stocks in installments over time? Do you remember? Do you remember? Right? yes. Do you remember? Right? So, I told you to start slowly from the end of April, around March, and to make about 30% of the cash expenses ready by the 15th. Right? And then, we are explaining that you should keep the remaining 70% of the stock. Right?

[00:43:25]And I believe there is a high possibility that the stock market will experience a pullback in June. Then, we plan to proceed with additional purchases using the 30% cash we hold, timed with the timing of a pullback. Do you understand? Do you understand? But I really think you all might say something like this. I mean, you just go all-in at the lowest point, you idiot. You just go all-in at the lowest point and sell at the peak.

[00:44:00]Why are you acting all high and mighty about 1, 70%, 30% and stuff?

[00:44:09]I think there might be some of you who are asking this now. Right? Okay, first of all, uh, I... uh, it's not that much.

[00:44:15]yes. Oh, I'm sorry. Ah, I just came back from eating squid, so ah, this, this, just a moment. [Snoring] Ah, yes.

[00:44:26]Well, first of all, basically, yes, I don't know how to do that much.

[00:44:32]Yes, that is correct. If you ask why I don't know how to do that much, think carefully. Please think carefully, everyone.

[00:44:42]When I give you the strategic buy and strategic sell signals for the first time. First off, uh, I think it might be possible if I directly manage your accounts myself. But whether you are watching my live broadcasts or checking my information, there are often times when I skip things because I'm busy. Therefore, it is difficult to give you instant sell or instant buy signals. I need to give you some breathing room so that you can follow along to some extent. For example, even if I give you the signal to sell your stocks right now, many investors say, "Oh, it takes me at least one to two weeks to mentally prepare myself and sell." Is that correct? I tell you to sell your stocks and raise cash. If I do that, do you think you'll all do it right away the next day?

[00:45:36]No. You know those stocks that are like my children. Well, the main character of Samsung Electronics... uh, the one from SK Hynix is ​​doing pretty well these days, right? Oh, those kids.

[00:45:48]How could I easily sell my own children, who are like my own flesh and blood, to you all? If you think about what's best to sell, do some work, and do some tasks, time will fly by quickly.

[00:46:02]yes.

[00:46:05]Since there are many people who haven't been able to do even that right now because they are hesitating, I am giving you clear signals for selling in installments slowly. Well, those who do things quickly are the ones who are good at it. So, I am intentionally giving you a little extra. And well, as you can see if you look at the market, and as I have always said recently, the current phase is historically an expensive or cheap range for stocks.

[00:46:27]Based on historical 10-year cycle patterns, you know that the stock market always experiences periods of booming and hitting a low point every 10 years, and this repeats, right? yes. It goes back and forth in 10-year cycles. I go back and forth. Right? But which section is the current section?

[00:46:45]It is a historically expensive section. What it means to say that it is a historically expensive range is that eventually, the time will come when the bubble bursts. Right?

[00:46:55]In such situations, I believe you always need to be prepared for the worst-case scenario to ensure safe transactions. That is why I provided an appropriate response. Do you understand? The reason I said that is because everything I am about to say is also being presented from a somewhat conservative perspective. When you are formulating your strategy, if you watch with the mindset that this friend always speaks while being prepared for a massive plunge in the market, it will be much easier to apply. Do you understand? For those of you who find it confusing, I think you can just follow my instructions to some extent. Uh, if you are someone who knows how to do it on your own to some extent, you will understand what I just said. Right? I think it would be good for you to take note of this. Yeah, it went in a complicated way. You really like that I told you the conclusion, don't you? To summarize. I've been telling you this all along, haven't I? It looks like the market will shake up in June, so let's buy.

[00:48:05]Let's buy in June. Okay, but I think the most important thing is what stocks I'm going to buy in June. I plan to buy some stocks in June, and this is the most important part. Uh, I have prepared some stocks related to this today that you should buy. For now, yes.

[00:48:22]Basically, as you all know, this is a time when a historically large amount of money is being released.

[00:48:34]It is a time when a huge amount of money is being released.

[00:48:37]Why is that? What could be the reason? Why does the government keep releasing so much money?

[00:48:43]Why are they releasing so much money? What could be the reason? You are doing that to win a war against whom, right? The United States is in a situation where it must pour money into winning the war against China using AI. Just in case there are some who don't know, let me tell you the key point today: Do you know how much of a difference there is between China 's electricity costs and the US's electricity costs regarding China's AI?

[00:49:25]Cheap places are 1 price.

[00:49:31]Places with a moderate difference are 1 price. There is talk going around that in severe cases, it can go up to ten times higher, but realistically, the difference in electricity prices is nearly half the cost of operating AI—at the very least, there is a significant gap. But the problem is, there is a problem. Well, what I'm talking about is for industrial use. Well, it 's not for home use. The problem is that as time goes on, electricity is becoming increasingly important for AI.

[00:50:10]The more electricity we have, the more GPUs we operate, and the more we operate them, the more the smart AGI we envisioned can be achieved. But you might be asking what AGI has to do with anything, since the AI ​​we are currently using is also AI. Agi is a level of Agi where scientists are no longer needed.

[00:50:47]Therefore, the ultimate destination of AI is to create overwhelming technologies using artificial intelligence through massive data centers, so that humanity no longer leaves scientific civilization to the human mind. Do you understand? Do you understand?

[00:51:11]So, ultimately, from the perspective of the U.S., which is currently facing a severe electricity shortage, it is understandable that they are in a panic. Is that correct? that's right. It's understandable that you'd be on edge. They are scrambling to catch up out of fear because if left as is, there is a high possibility that China will quickly overtake the U.S. in science and technology, which are areas where the U.S. is better than China.

[00:51:48]So the U.S. completely blocked China's semiconductors. It starts to keep the US and China in check by completely blocking them. Now, but what is the important point here? Did China just die out completely because semiconductors were blocked? No. Now, even semiconductors are catching up. Of course, the performance is inferior to that of American AI semiconductors, but you can consider the very fact that they are following suit to be quite significant. Okay, but then, ah, but regarding AI itself, the US makes it better, right? But you guys saw it recently, right? How do you make AI? I cut everything down completely. They are hacking and distilling everything to take everything away. Since existing AI models are publicly available, China is forcibly and illegally distilling and taking the data from these open AI models, and is rapidly catching up with U.S. technology. But the U.S.

[00:53:01]can't stop AI from forcibly catching up like this. So, what does the U.S. need to do to overcome the current situation, one way or another? We need to pour money into it somehow to build the AI ​​infrastructure that needs to be done right now. Starting with AI infrastructure semiconductors, it has an overwhelming structure.

[00:53:26]Starting with electricity production, it handles everything from power equipment. But I just thought of exactly one way to beat China right now. What could that be? There is exactly one way to beat China. A plan has been proposed to generate electricity more cheaply than in China and supply it at an even lower cost. What could that be? That is the space data center. It's not SMR. yes.

[00:54:07]It is a space data center. Running a data center in space is much cheaper. Ah, in space, there isn't really a need to generate electricity or cool things down 24 hours a day, 365 days a year. Well, cooling is necessary, but it is relatively flexible, and even regarding electricity supply, there are sections and places where we can receive light 24 hours a day through solar panels. If we place that artificial data center into space on that orbit, it creates a system capable of producing overwhelmingly at the lowest cost.

[00:54:44]So, recently, the US objective is to avoid being overtaken by China and to somehow overwhelm China with AI while building its own future. Do you understand? So, then, the important thing is this: is it okay for the US to collapse by then, or not? Is it okay for the US to collapse before this technology is perfected, or not? It's fine if AI fails, it can't. Shouldn't we save him somehow? Should n't we maintain it somehow? Right? So the market believes this. It's not anything else. It’s nothing else, but I believe in this. Even if everything falls apart, everything is tough, and things get difficult, I am still believing in this. Ah, but something important came up. No, the U.S.

[00:55:41]shouldn't keep failing. It could go wrong. It could go wrong. Why can't it fail? You could fail. You could fail. It is true that it can fail. Right? But what global funds around the world believe in is the history of American victory up until now. You get it, right? It’s not anything else, but believing in the history of victory. History of victory.

[00:56:08]So, if you ask what naturally happens, well, global funds eventually ended up following the statistics. It involves associating the situation with statistics to bet on the spot with the highest probability. You can view it as global funds continuing to bet on the U.S.

[00:56:25]somehow raising money, regardless of the circumstances, to now defeat China. Now, at that point, the biggest problem remained in the middle. What could it be? To put it simply, the biggest problem is that trade negotiations will take place soon.

[00:56:46]wait a minute.

[00:57:05]Ah, it caught a fan. yes.

[00:57:08]yes. We are conducting trade negotiations. So, how should we act in these trade negotiations? What strategy should U.S. President Trump adopt? This is the most important point. What attitude should be taken? U.S. President Trump is ultimately someone who must defeat China through China. He certainly cannot afford to lose to China. Should n't we create a structure where we win no matter what? Right? yes. We entered into these negotiations for that purpose. So, the upcoming US-China trade negotiations will be the most important keyword. So, if you ask how I think the negotiation will proceed, it is as simple as possible. It is highly likely that the direction of trade negotiations will proceed as smoothly and positively as possible. If you ask why, it is because we can gain a lot from this non-combatant negotiation.

[00:58:08]Basically, the current Trump administration is facing the November midterm elections. In order to win the November midterm elections, what President Trump wants is victory in the war against Iran. And the second is the price stability that was so strongly canceled.

[00:58:30]These two things are the most important. It is very important. Well, at the same time, it would be important for the bond market to stabilize.

[00:58:38]So, right now, President Trump is highly likely to do something regarding the U.S. and China by inducing China to quickly end the war with Iran. If you can persuade Ilan in any way, I will lower the tariffs.

[00:59:08]Like this. Then, from China's perspective, if tariffs are lowered, the volume of exports to the U.S.

[00:59:13]will increase, so the Chinese economy could naturally recover as well. Is that correct? Right? Even if not all regulations are lifted, starting with basic goods, prices and basic price policies will likely improve significantly. So, from the U.S. perspective, they will use this as a card to stabilize their own prices while pretending to offer benefits to China. Uh, then why should China choose Iran? It's simple. This is because China imports a large amount of crude oil from Iran, accounting for about 10% of its total supply.

[00:59:49]China imports about 10% of its crude oil, ranging from 20% at most to a sufficient average. Therefore, structurally, if China is unable to continue accepting and purchasing crude oil, the availability of cheap oil will disappear, making it highly likely that inflation and price increases will follow in the Chinese economy. Especially since there is a very high possibility of struggling with new drugs right now, regarding the current phase, you should view it as highly likely that this deal will turn out more positively than expected. If things proceed as expected, the atmosphere in the second half of the year is likely to be such that oil prices will fall. With the war ending, oil prices will gradually decline, and inflation, which was the biggest issue, could also drop.

[01:00:37]So, what kind of atmosphere would it be if prices fell? There will likely be an atmosphere of interest rate cuts. You can view this as one of the most positive scenarios induced by the Trump administration. However, it probably wo n't go as planned.

[01:00:53]Things won't go according to plan overnight, but the Trump administration is highly likely to make an effort toward this. It is highly likely that efforts will continue until November, and you can consider it quite likely that the stock market will trend positively during this process. You get it, right? Do you understand? Oh, right?

[01:01:12]What have you felt recently? Since the U.S. government continues to release liquidity, is n't the stock market surging up even though the war hasn't ended? Am I right? Right? So, you guys are asking, " Oh, this, this... is n't it going to work if we do this and that?" Aren't things not going according to plan?

[01:01:30]You have a plausible plan until you get beaten up, right? But everyone, take a look at this one. I'm telling you, it's going up even though the war isn't over. Even though prices are this high, they are pushing up because the U.S. is showing determination and releasing money. Right? Things may not go as planned, but if they show effort to make it happen, you can assume that expectations for a rise in the U.S. stock market will remain until the end of this year. Now, if you ask when the problem starts, you know how the truth eventually comes, no matter how hard you try. The time of that truth is 2027.

[01:02:09]Because as the short-term bonds issued starting in 2027 all mature, the bonds issued under extremely high conditions are now starting to put a burden on the market. But this is still a story about the future. What are you talking about regarding 2027? It is just May 2026, isn't it? Right? There's no need to talk about problems breaking out later in 2027, right? Is n't the right moment what matters? The stock market falling is particularly uncomfortable for the Trump administration ahead of the midterm elections. I would like to explain that opportunities will definitely come in the second half of the year, as it seems highly likely that the stock market will be sustained by delaying it as much as possible. Do you understand? You get it, right? First, the basic view is like this. To put it briefly, you can assume that there is a high possibility of a further upward trend following a brief pullback in June. So, then, which stock on earth should I pick?

[01:03:13]Now, isn't this the dilemma? Uh, which stock should I pick? Uh, now, which stocks should I buy? This is going to be quite a dilemma. As I mentioned earlier, prices are clearly improving, and now that the situation is fully resolved, there is room for growth. Right? So then, which stocks should I buy? To sum it up, I believe there are exactly two things we need to look at in the current section.

[01:03:37]Semiconductor power devices. Ah, there are three. It is semiconductor power equipment and robots. I am a robot.

[01:03:51]Uh, I think these three things will just be overwhelming. Overwhelming. There is nothing stronger than this. There is nothing stronger than this. I think so. Actually, I want to put space in here. yes.

[01:04:02]I want to include Uju like this, but since Uju is going public on SPEX this time, I think it might actually become a bit tricky. So, in the current section, it is a semiconductor power robot. As for nuclear power plants.

[01:04:13]Nuclear power plants are fine. However, if I pick three out of them—so, if you keep thinking about it and my stock isn't included—please keep asking me. Hey Jaejin Lee, you bastard, you recommended Doosan Energy Nuclear Power Plant. Uh, it's not a nuclear power plant. Hey, hey, then why did you recommend nuclear power?

[01:04:35]You probably have thoughts like this. Right? I'm not saying that nuclear power plants are bad. I'm not saying that the nuclear power plant won't go. I'm not saying that defense stocks won't go up. I'm not saying that other stocks are going to plummet. If we absolutely must choose, you can consider that the option we should select is among semiconductor power robots. Did you understand? Do you understand? okay.

[01:05:03]Uh, you can consider this one to be the most likely one. The reason I specifically explained this is that, besides this, there are stocks that could go up two or three times. But the reason I recommend you look at this stock is that it is easy to analyze and easy to obtain information from. You know what kind of cow it is, right? For example, if you look at it, there has been a lot of talk recently about Nvidia becoming an optical conductor. There is a lot of talk about it being a light conductor. Right?

[01:05:35]Uh, is that right? Right? Uh, but are there any actual domestic beneficiaries of this optical conductor market?

[01:05:42]Is there? Wouldn't there be? there is?

[01:05:44]no? no. There is no technology in Korean stocks that possesses proper optical technology.

[01:05:54]It is clear that there are a few overseas stocks actually acquired. But let me ask you guys frankly. Nvidia recently invested a massive amount of money in the trillions to form a partnership with an opto-semiconductor company.

[01:06:06]Do you know what kind of company it is?

[01:06:09]Do you know what kind of company it is? Do you know? Do you know? I don't know. Do you know? I actually filmed a YouTube video of him and made it myself. Of course, I'm sure I'll find it if I search, but uh, I'm talking about foreign overseas companies, everyone. I don't really know. I don't really know. How many people are answering right now?

[01:06:35]Ah, there are only a few people right now. Right? I am currently looking at 860 to 900 people, but among them, I don't know well. Honestly, do you know about 10% for 80 minutes?

[01:06:44]You can assume that the remaining 90% are unknown. The reason for this is that it is not a Korean stock. Everyone knows Daehan Gwangtongsin, right?

[01:06:51]yes. You've probably heard of it at least once. Right? yes. There are probably quite a few people who have memorized it. Actually, there are more people who are not Daehan Gwangtongsin. Daehan Gwang Communications is nothing special, but did they actually form a cooperation agreement with MB? What did you conclude?

[01:07:05]Samsung Electronics said it is involved in optical conductors; have you been selected as a partner for Samsung Electronics' optical conductor business? Well, that's not it either.

[01:07:10]Actually, the only real beneficiaries right now are these two companies in the U.S. Even so, that's how it is now. But that is why it's hard to find if I tell you. It's hard to find. That is why I do n't recommend this side. Quantum computing. It is difficult for you to find information. It would be fortunate if at least some of you knew the name of the stock. Uh, it's hard to find. There are no proper companies in our country's industries, and since all the major companies are currently located overseas, it is practically difficult for domestic investors to invest. Now, but compared to that, the world tells me about semiconductors, power devices, and robots even if I don't want to know. Is that correct? This expression is correct.

[01:08:07]Uh, honestly speaking these days, aside from investors, the world didn't know how Samsung Electronics and SK Innix were making money. That world instills knowledge into the dog. Right? Isn't that right? So, you can consider this to be the best option for individual investors to trade.

[01:08:29]There's nothing quite like this. Therefore, I believe it is correct for individual investors to narrow their analysis down to these three points in the current phase. Do you understand? You get it, right? Right?

[01:08:38]yes. I'll give you the autograph.

[01:08:41]Basically, regarding tourism, I generally recommend ETFs to you.

[01:08:49]ETF recommendation. I recommend allocating 50% to ETFs.

[01:08:56]And for the remaining 30%, it would be better to target the stocks I explain in detail, ranging from 20 to 30%. For example, do you remember when I told you to pick Hwashin as the most representative stock to target robot-related stocks? Take a picture of Hwashin. Do you remember Hwashin? Do you remember I told you to take a picture of SL? Right? And do you remember being told to take a picture of Hyundai AutoEver? Right? Do you remember?

[01:09:34]Even though Hyundai Group does not hold a stake in Boston Dynamics, regarding companies fighting robots, and given that Hyundai Group currently has overseas factories, SL holds the least stake. As for Hwashin... well, I assume you ate well, right? And I think you are probably enjoying Hyundai AutoEver as well. If I pick out individual stocks for you like this, you can add them at that time. Do you understand the vibe?

[01:10:02]Basically, you should allocate your portfolio to ETFs for semiconductors, power equipment, and robots in three parts. For the remaining 20 to 30 percent, it doesn't matter how you divide it among ten stocks, with weights of about five per stock. I explain that it is best for your account to divide your portfolio into five to ten stocks and target individual sectors, whether they are YouTube, applications, or especially live broadcasting. Do you understand?

[01:10:34]okay. yes. Uh, you get what I mean, right? So, I believe it is best for our investors to focus solely on ETFs and individual stocks this June without worrying about other options. Now, but there is something more important right now.

[01:10:55]There is something even more important.

[01:10:58]There is something more important. Now, what is important is these stocks. From now on, we need to act like frozen humans.

[01:11:13]Honestly speaking, well, of course, we don't necessarily have to do that, but regarding our mindset, you need to think of it as carrying a year with you. Do you understand? It's like that from now on. You have to take it with the mindset that you will be holding onto it for a year. You have to take it. What do you mean by that? Well, first of all, if you ask why it is one year, you have to assume your patience is one year so that you can endure for about six months. I know. Your patience is n't that great. I want to sell if it goes up 20%. Uh, well, this is close to an unavoidable human instinct. Eats 30%. 50% There is no profit like this in my life. Sell.

[01:12:06]yes. Of course, there have been many investments recently where quite a few great investors have taken a medium-to-long-term approach and made 200 to 300% returns. yes.

[01:12:14]However, to put it simply, basic human psychology is n't actually that patient. In most cases, this is unavoidable. You hold onto it while selling in installments. It can't be helped now that so much was taken. So, first of all, what should we do about the mindset?

[01:12:30]We are looking at the next six months, thinking that we will carry this for a year from now. Do you understand? Well, the conclusion is that it’s not really important to think of it as a year; you should consider it as taking it with you for about six months. But the reason I'm telling you this is that all sorts of things are going to happen over the next six months.

[01:12:59]yes. All sorts of things. Have n't so much happened since the Trump administration was born, starting from January 2025? Is n't that right? I have never seen such a spectacular stock market. I have never seen a political market. You couldn't hit it right after the Trump administration started, right? It's the guanxi war, right?

[01:13:29]Crazy Trump, right? The Trump tariff war broke out. The 2025 tariff war alone turned the world upside down. Right?

[01:13:40]yes. But just when I thought this was ending, do you know what happened around June? Around June, weapons are given to Israel, and through Israel, a temporary war is waged against Iran.

[01:13:55]He's a crazy guy. It was April or May, right after the tariff war ended—or rather, the war with Israel broke out immediately after the tariff war ended. So then, have you all had nothing happen since June? Was there nothing after June? I always think about what happened after June. What was there again? Do you remember? Do you remember Moji, everyone? They started a war in June and kept going on and on, and now they are saying they will force Chairman Powell to resign.

[01:14:28]yes. They made him resign. I will force the Chairman of the Federal Reserve to resign right now. Shaking up the market again while acting crazy. I will dismiss you.

[01:14:38]Then recently, they started messing around with Venezuela, and after messing around with Venezuela, they started a war, broke out a war to take advantage of it, and now they've started a war with Iran, have n't they? Now, if you think about it carefully, you'll realize that if President Trump thinks about it well, he probably thinks that once this war with you ends, everything will be over, right? It looks like it's going to end, right? Shall we finish?

[01:15:12]Shall we finish?

[01:15:13]no. It's not over. Once the Japan-Korea war ends, we wo n't be able to make it again within two or three months. Whether we attack Kubal or whatever, there is a high probability that we will create something else beyond our imagination. yes. Well, in between, there was the immigrant war—I didn't mention it last year, right? There were big protests against President Trump regarding immigration policies, right?

[01:15:46]In fact, it was such a fatal blow that it could be said a small war had broken out within the United States. So, what this means is that so many things are going to happen in the future. But what was the conclusion?

[01:16:03]What was the conclusion?

[01:16:09]Perseverance won. Is that correct? that's right. that's right. Right? Perseverance won. The conclusion is.

[01:16:21]However, it is highly likely that this will continue in the second half of the year. However, just because of that, you should n't take it ignorantly. How should I take it? You always reduce your position when it's dangerous, increase it when the danger ends, reduce it a bit in those moments, increase it at the beginning of the rise, reduce it when it's volatile, and increase it again when it starts to go up. Do you understand? Right?

[01:16:58]Uh, we just need to manage the weighting of similar stocks, the exact same stocks. You should increase your cash holdings when the opportunity arises. Since the decline could be deep, a rebound will eventually come, right?

[01:17:11]Uh, you understand, right? If you increase your cash holdings in advance, you can buy more stocks at a lower price when the market drops. You need to do 498989. But here is the important point: the stocks shouldn't change as much as you think.

[01:17:29]yes. The event must not change. I'm not sure how to explain this stock to you all, but originally, it used to go back and forth. In particular, the most dangerous thing for you all is that, although I have recommended them occasionally—and I mean, sometimes—when you look at secondary battery- related stocks, everyone rushes in saying, "I want to invest in secondary batteries too." Is that correct? Since aerospace-related stocks are skyrocketing because SPEX is going public, I want to rush in and buy SPEX aerospace-related stocks. Is that correct? that's right.

[01:18:09]Are there any of you who feel a bit pricked? yes. That's right. Right?

[01:18:13]Suddenly, because they say Ukraine is being rebuilt, reconstruction- related stocks are rushing in, and since everyone is rushing them up again, I want to invest in reconstruction-related stocks again. Right? that's right. that's right. Right? I'm telling you, this kind of mentality is just how it is.

[01:18:36]yes. But if I may tell you, you can invest a small amount in such stocks, but the one thing you absolutely must be careful about is that ultimately, you have to buy something for your main position. Ultimately, what should the main one have? The main ones are semiconductors, power equipment, and robots. Do you understand?

[01:19:06]Now, if I had to pick a top pick among these, I would say the stock is robot.

[01:19:11]yes. I think robot stocks are the best, better than any other stock. Uh, but this standard is. This is the standard for holding onto the robot stock without selling it for the entire 6 months from now. So, for example, I think the wave will go like this. Even now, semiconductors and power equipment are likely still the mainstays. It is highly likely to lead the market.

[01:19:34]This semiconductor will likely follow the lead of power devices, right?

[01:19:51]But how do you think the robot will go? The robot will go like this. It might not seem like a big deal, but there will be sections where the semiconductor power equipment has already started but the robot is not moving. You saw it recently, right?

[01:20:17]You saw it recently, right? Right? yes. You saw it recently, right? We will go like this, and then like this.

[01:20:29]So, you probably need to be able to endure this section. Now, but can we humans endure this? I can endure it. I always explain. yes. I always explain. Everyone, a human absolutely cannot endure this section alone.

[01:20:51]If I go all-in on robot stocks, wouldn't they go up even more? In terms of percentage, I think robot stocks will go up further from now on. yes.

[01:20:57]Ultimately, if you look at it after 6 months, you wo n't be able to break it, especially if it continues for a long time. So, considering the recent strength of semiconductors and power equipment, if you wait patiently for robot stocks, I believe there is a high probability that robot stocks will experience the strongest rally.

[01:21:12]Oh, why? The reason is simple. These are market leaders. They are leading stocks, but now, gradually, there are no cheap stocks left in that category.

[01:21:29]There are no cheap stocks. Stocks that are going well just keep going up; there are no cheap stocks. But there are cheap stocks in robots.

[01:21:45]Do you know what the average annual growth percentage is? It is 88%. It's crazy. Because the robot and humanoid industry itself started with a very small pie and is now growing so rapidly, considering this average growth rate, there will definitely be a significant number of undervalued companies. Robot companies aren't even generating revenue right now, and they aren't really anything special, but this was way too expensive. Oh no, not at all, everyone.

[01:22:14]Yes, if you ask what kind of company our country possesses, it is a country that possesses robots. This is very important, everyone.

[01:22:21]Countries that possess robots? Countries possessing robots. The country possessing robots is quite important. Right now, there are quite a few countries around the world making a fuss because they can't make robots, everyone. Furthermore, Korea has a system capable of mass-producing that robot. Thanks to whom?

[01:22:39]Thanks to Hyundai. And finally, the succession at Hyundai Group will be completed only if the robot arrives successfully. So, in the current phase, the chairman—the current chairman of a major conglomerate—is in a situation where he absolutely must do this because if he doesn't, the succession won't happen. Uh, do you understand what I'm talking about?

[01:23:02]Hey, what are the advantages of Korea?

[01:23:04]What are the advantages of a chaebol family? You can invest even at a loss. You cannot invest overseas if you run a deficit. why? Why can't I? This is because the immediate rights of shareholders are important. We have to share the revenue that is currently being generated, so if we invest an absurd amount of money into a robot business that is currently running at a loss, that is absolutely impossible in overseas markets. We absolutely cannot do that because of the protection of shareholder rights. However, Korea is not like that. In Korea, shareholders... just shareholders... what did I explain that to? There are individual investors and individual shareholders, you know. You have no right.

[01:23:43]So, the slave mentality. The reason is that, personally, they have never treated the shareholders well in the Korean stock market.

[01:23:55]That’s why it’s like that at the company, too. Since the company has never treated me well either, I’ve developed a bit of a slave mentality, so I’m being a little nice to you now. Then I like you so much.

[01:24:08]Do you know what kind of feeling that is? Do you understand what I mean? That's how the shareholders are. Korean shareholders have never looked up to Daewoo, so they are touched even if they are treated just a little bit well, right? yes. Because I have those characteristics, I don't really know what I'm being deprived of or what my rights are. This is the current reality, everyone. yes. While it is different in the global investment market, thanks to this, what you can do is pour money into the market even if you are running at a loss. The advantage of this is that it enables bold investments during economic downturns, when there is a shortage of funds in the market, and when times are tough. You can think of it as bold investments becoming possible in times like these. It’s a situation where you can pour in massive funds at a time when you need to grow stronger than anyone else, right? Oh, is that right? Right? In fact, hoping for Hyundai Motor's robot business to succeed is no different from cheering for the succession process—something people used to hate so much.

[01:25:07]Chairman Chung Eui-sun secured the strategy well.

[01:25:09]Now, the important point is that, ultimately, in the current phase, businesses that are not yet mature are highly likely to hit the jackpot, and there will be stocks that grow within that process. Now, looking at the current structure, robot-related stocks look the best. Nothing can be left out. So, then, what should you buy? Yes, you just don't need to worry. You don't even need to worry.

[01:25:37]You can buy the Hyundai Motor Group ETF. I told you. Basically, you're saying it's very good to buy group ETFs now, right? Hyundai Motor Group ETF. Ah, please pick out individual stocks. I'm sure there are others out there who are like this. Right? Individual stocks. yes.

[01:25:54]I can now pick out individual stocks for you. Uh, I can take a picture for you. But now, that's how I think, everyone.

[01:26:02]Yes, I think our investors must have been constantly worrying about the system. I hold robot stocks, and um, for example, when robot stocks started skyrocketing, Hyundai AutoEver was the first to hit the upper limit. Then, do you know what you're thinking? I mean, I think it's close to Hyundai AutoEver. Right? But what happened the next day? Hyundai Mobis suddenly rose recently and became the leading stock, right? So, what are you all thinking right now?

[01:26:30]Ah, should I go to Hyundai Mobis? It's obvious now. Uh, everyone, your thoughts are obvious.

[01:26:40]I know exactly this psychology of individual investors. It's because I'm a total ant.

[01:26:46]Because I understand the psychology of ants better than anyone, simply picking one side is a nonsensical act. I can't stand seeing others succeed. I can't stand it when the stocks I didn't pick perform better. So, even if I do n't buy or sell, my mind wavers. Do you understand what I'm saying? If your mind wavers, from that moment on, what did I tell you? I said that I need to invest with the intention of sustaining it for a certain amount of time. I explained that you need to approach this with the mindset of investing for a year, so that way you can expect to see it for about six months. You have to take it for 6 months to make money. Things are going to be difficult from now on.

[01:27:28]But looking at the 6-month period, the stock market looks good in between. It is the number one reason why your accounts get ruined. This is the biggest problem. So, I just recommend that you go ahead and pick ETFs. Do you understand? Ah, are n't any ETF ads coming in? Uh, they recommend ETFs like this. Uh, you know that's the sound of Yibon, right? So, you just need to clearly remember this. Ah, there are opportunities starting now and in the second half of the year as well.

[01:28:01]But I will do all the divisions.

[01:28:04]It's Trump. Since it is Trump, it will be difficult.

[01:28:12]Clearly, whether it's war or fantasy, another war or whatever, they will do it again.

[01:28:19]Oh, you get it, right? yes.

[01:28:25]So, we need to buy solid stocks that can hold out during this period.

[01:28:32]Semiconductors, power equipment, and robots are the clearest.

[01:28:38]Because even if I don't look it up, this news is being talked about so much in the Korean stock market that I ca n't help but hear it. What is the situation? Do you all know when Boston Dynamics is going public? Has anyone tracked when this happens?

[01:28:51]there is? no? there is? no? I'm sure there are some of you who have something. Right?

[01:28:55]But you probably don't know for sure. Uh, uh, I don't know what kind of talk is coming out inside Hyundai. Right? But they will let you know automatically around the time of the listing. That is the stock market, everyone.

[01:29:07]yes. Right? yes. They say they will do it next year. It is highly likely that they will make an announcement regarding the listing starting in June. I really like this modern thing. i love it. Please let me know when the time comes. When the time comes, you can't be this good. Oh, it could n't be better. yes. I will tell you everything one by one. yes. So, you guys are saying they won't tell you here or there? I'll let you know. Uh, I'll tell you. I'm talking about your robot stocks. I'm going to film YouTube videos the whole time this trip.

[01:29:36]It is because there is a high possibility that news will continue to come out throughout this time as well. Do you understand? Just by looking at Jeyu, the entire robot schedule comes out. yes. Ultimately, a situation is created where our investors have no choice but to know, even if they don't want to. Don't worry, I think it would be good to take a look at this. Do you understand?

[01:29:51]okay. Uh, I think it would be good to look at it like this. Uh, if you have already picked the Hyundai Motor Robot ETF and want to touch individual stocks as well, Hwashin SL is still a good choice.

[01:30:01]Hwashin's vibrations are good these days. I think it would be good to take the photos in two separate parts.

[01:30:07]I think it would be good to look at the robot line over here, and ultimately, the important thing is, uh, you have to eat until the end. You have to eat it all the way to the end. Please check the color, and additionally, there is one more last chance, but you never know what the future holds. You never know. Right? So, when I say when to be careful—when to increase my cash holdings, or when to place a bet, or when to buy, or when to raise my stock holdings— I get that exactly right. You get it, right? Also, this is a risk factor for me. Almost yes, when things were getting a bit volatile—right before the actual sharp decline in March—I explained that you should increase your cash holdings, didn't I? Those of you who listened to me probably did quite well with your stocks during the pullback. Is that correct? that's right. that's right. Right? Those of you who had prepared a cash reserve before things got shaky this time, you must have felt at ease, right? It is not strange even if you press Add. You will be comfortable now. Right? I can tell you exactly when to increase your cash holdings or when to buy stocks again, so if you want to always detect risks, I think it would be good to keep watching my live broadcasts or the application and continue with the strategy. You get it, right?

[01:31:26]great. Okay, and this weekend, I'm preparing another live broadcast. Well, this is such a shame. Right? Please tell me about semiconductor stocks. Please tell me which stocks to invest in. Please let me know how it will turn out. For more specific details, the live broadcast is this weekend at 7 PM. It is 7 o'clock on Saturday and 7 o'clock on Sunday. I will explain the methods to identify all the market-leading stocks you shouldn't miss, as well as which stocks are the best.

[01:31:56]I hope you enjoy watching this. Today's broadcast was a bit disappointing. The content went back and forth a bit more than I expected, so I think it might have been a little difficult for you to understand, but I hope you were able to relate to it. The important thing is that there are definitely opportunities even after now. You have to seize the opportunity well. That opportunity requires filling in the details one by one. But in terms of the big picture, you do n't need to worry; just focus on what you want to think about. Semiconductor power device robot. But as for the wave, the robot will go a bit slowly, but it seems like it will go the most. This is actually the key point. So, I would appreciate it if you could refer to that part. You get it, right? great. Ah, thank you all for your hard work. I will see you again at the next live broadcast, the weekend broadcast. Ah, in my KakaoTalk chat room, there's another announcement on that application. Since the weekend live broadcast will continue to be announced.

[01:32:41]I think it would be good for you to take a look at this. Thank you all for your hard work. thank you