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๋ค๋ฌ์ ๊ธ
Now, welcome to the Samsung Electronics leaders . It's Giyoung. Urgent reports are pouring out from the U.S. right now . Everyone, true to the early morning hours, I have brought you urgent newsโa tremendous piece of news where you can go directly to Samsung Electronics for up to 400,000 won. The point is that even though Omar's sage, Warn Buffett, has retired, he personally mentioned Samsung Electronics .
So, to share this news with you all as quickly as possible, I am filming this video at dawn without even sleeping . So, even if not for other videos, since I am filming this for you in the early morning, I really need your subscriptions and likes just as much as I do for this one. You all need to press the like button a lot so that I can have the strength to deliver urgent news like this even in the early morning .
And for this video as well, please write "Samsung Electronics Fighting" in the comments to wish for Samsung Electronics to win 400,000 won . With all of our eternal hopes in mind, please leave a comment now, even if it is a hassle. Every single person who comments right now will surely receive the blessing of becoming rich this year.
So, you all need to become billionaires, and I will do my best to ensure that you all definitely become billionaires . So, here is what Wallace Buffett said early this morning . Warn Buffett, the founder of the Wall Street investment philosophy, believes that Samsung Electronics' current stock price is still undervalued.
So, the implication is that they have now made a full-scale investment bid. The fact that they made this comment at a time when Samsung Electronics' stock price has recently tripled is leading the Yeouido securities market to question whether Samsung Electronics' plan to use the H4 Rubin implies that the H4 has received final approval from Nvidia.
With the rumors circulating right now, there are industry rumors that even long-standing law firms are trying to participate in the investment . So, with even an investment tycoon announcing a purchase related to Samsung Electronics, a scenario is currently being formed where the stock price could skyrocket once again, accompanied by massive buying pressure from Samsung .
So, since I am filming this video to share this information with you as soon as possible, I would be grateful if you could all press the subscribe and like buttons for today's video . What Warren Buffett is arguing is that Samsung Electronics' current market capitalization is about 2,100 trillion won, but the value of the real estate it owns in Texas alone is over 500 trillion won .
And besides that, they told me that it is still undervalued as a leading player in the global semiconductor market . So, compared to the current value of Samsung Electronics as a company, if you look at its cash reserves or real estate value alone, it is significantly undervalued, and they also mentioned that it will become a very important company in the upcoming AI semiconductor era .
At the same time, if it were a U.S. company, it would already have a corporate value of approximately 3,500 trillion won, calculated as half of MVDI's market capitalization, which is 2.5 trillion dollars. The point is that they even mentioned this much . At the same time, it is currently in a significantly undervalued phase and is very attractive.
Oh, they even made this judgment, and now the capital from the massive Fund No. 3 can flow in continuously starting next month . The fact that they even made such a comment shows that they are currently evaluating Samsung Electronics' corporate value very highly. So, you can see that crazy news has come out since dawn .
Now, in addition to the news, we have just heard that Chairman Lee Jae-yong personally held a private meeting with an AI group in the United States . It means that, in addition to Nvidia, they are currently holding private meetings with AI groups in the U.S. So, who is that company? The point is that there was a meeting with Intel's board of directors just now .
And at the same time, Intel CEO Pat Galsinger even said that Samsung Electronics is proving itself to be an amazing company . So, you definitely need to understand why a semiconductor contract between Samsung Electronics and Intel is inevitable, right ? First of all, Intel has already pursued technology collaboration with Samsung Electronics.
They have already collaborated on technologies such as low-power HDR, mobile PC platforms, and 5G networks . At the same time, the biggest reason they are being linked is that they have already collaborated with the cohort . Secondly, there is ongoing discussion in the industry about the possibility of Intel placing orders utilizing Samsung's foundry's 8NM line, as it is currently difficult for Intel to secure enough foreign customers with only its own manufacturing processes .
So, currently, Samsungโs strengths lie in memory, flash, and network technologies, while Intelโs strengths are CPUs, A-accelerators, and network processors. They are currently in discussions to combine the synergies between the two for interfaces, optimization, and joint product development . And additionally, discussions regarding foundry and manufacturing cooperation are currently underway.
So, that means we can pursue joint development like MO by launching new business ventures with Intel as well as Nvidia. So, if we are going to cooperate with Intel in this way, then ultimately, Intel plus Samsung Electronics and Nvidia are two of the big tech companies in the US. There are two places, and now there is even a Tesla there .
If these positive developments are eventually reflected in the stock priceโto the extent that it would not be an exaggeration to say that even Tesla is now collaborating with three major big tech companiesโthen it is only a matter of time before Samsung Electronics' stock price skyrockets once again.
It means that Samsung Electronics can demonstrate a version of itself that surpasses SK Hynix . So, now, contracts related to Samsung Electronics are going to start pouring out in earnest. Given this momentum, there is no compelling reason for individual Samsung Electronics shareholders to consider selling.
It means there is absolutely none. You get it, right, everyone? Now, do you all agree with what I'm saying ? For those of you who said it is the same, I would be grateful if you could press the subscribe and like buttons at least once. Now , before adding Samsung Electronics, there is one stock I urgently introduced to the shareholders .
Those of you who said you didn't make much profit from the three ice trades in the first half of this year, you need to listen even more carefully. I will show you the stock chart first. Now, regarding this very topic, what did Jensen say in interviews with reporters recently after his visit to Korea ?
Korea is a very important country for robotics. He personally stated that Korea's next major industry will be robotics. Now, why Korea? It's simple, right? Korea has world-class manufacturing industries such as Hyundai Motor, LG, Samsung, and Doosan . Ultimately, robots succeed only when AI is combined with manufacturing, and the point is that Korea meets those exact conditions .
So, regarding my visit to LG headquarters and meetings with large corporate cleaners after this visit to Korea, while HBM and AI data centers are certainly involved, this robot was also a very important factor . So, what do we need to catch right now ? What do we need to do before Jensen proceeds with robot business with Korea ?
It means you have to prepare in advance. Among them, I almost died trying to find stocks in South Korea that have n't risen much as Rovers but have good earnings and catalysts . I searched through all 3,000 stocks on the KOSPI and KOSDAQ combined to pick them. So, I will inform the shareholders of this stock right now .
So, excluding stocks that have risen significantly, such as Rainbow Robotics or gearbox-related stocks like SPG, I am going to introduce you to a force sensor company, which is the most essential technology for manufacturing humanoid robotsโspecifically, the core technology of robots that Jens Hang emphasized the most.
So, if you look at the article now. There is an article that says humanoid precision is perfected by force sensors . So, the biggest core technological capability of humanoid robots right now is this force sensor. So, for example, when a robot picks up an egg, grabs a person's hand, lifts and moves a cup, or turns a doorknob, the amount of force applied to the hand must vary depending on each action.
But the thing that checks and controls all of that in real time is this force sensor . So, since the utility of this humanoid robot changes completely depending on what kind of force sensor is included, to put it bluntly, if you were to place a humanoid robot in your home and it could n't control its force, leaving you with no resolve left in your house, who would actually buy that robot ?
Right? In other words, the era where technological prowess is truly important has now arrived. So, this is a company that manufactures force sensors, and I have just discovered that this force sensor company is the future of all Korean companies, including Hyundai Motor, LG, Samsung, and Doosan . As for this company, it is good now, but it will be even better in the future.
What is this company for at least the next three years ? It is the kind of company you don't need to worry about. The reason can be found by looking at this company's performance. As you can see, we have recorded a surplus in operating profit for five consecutive years . Do you see this, everyone? Sales have been continuously increasing for the past five years, and how has operating profit been performing steadily?
It is increasing . The fact that it is increasing. So, the operating profit was 5.1 billion won in 2014, but it is projected to reach 10.1 billion won in 2025, representing an increase of approximately 100%. And 2026, 2027, and 2028 are going to be even more phenomenal. So, the current estimate is that Constancy's operating profit will be 20 billion won in 2026, 50 billion won in 2027, and as the robot industry develops further, it is projected to reach 100 million won in 2028 .
This is the company that is currently signaling tremendous performance improvement . Ultimately, we need to invest in companies that haven't collapsed . The era of rising based on your expectations is over. Ultimately, it is a market where stock prices rise only when supported by performance. Even from that perspective, this is a company that cannot collapse .
And since it is a company that is highly likely to supply both Hyundai Motor and LG Samsungโ in other words, a company that is currently intertwined with all of Korea's leading companiesโit is currently in a very good momentum situation. So, in the case of this company, as long as robot consulting does n't fail, it possesses core technology as a leader in the robot business .
It means that this is a company that can be a source of income for our shareholders for at least three years . Rather than thinking that it will definitely go up if you buy it, would n't the probability of it rising be significantly higher than other stocks? It is a company with solid technological capabilities, from which we can expect a move similar to that of Rainbow Robotics SPG.
And right now, it is a golden buy chart. It means that a buy signal has also been detected. Recently, the stock price surged following news of Jensen's mention of robots, but as the market rally collapsed, this stock also fell a bit. However, the point is that a signal has recently emerged once again from the bottom of the stock price .
In the case of the stock right now, what happened when the 'Now' signal appeared ? The stock price had shown a rebound. Of course, I'm not saying that if this comes out, it will definitely go up, but it means the probability of it going up increases. In the case of this indicator I set up, applying it to Samsung Electronics also yielded this kind of movement.
And the same goes for SK Hynix; these indicators appeared during the upward trend, and even at the peak, additional weekly gains followed the emergence of indicators . And it's the same for companies like Hyundai. What happened after these kinds of signals appeared before the recent stock price surge?
The stock price saw further gains. So, as for the indicators right now, I set them up myself. I'll try deleting this now. If you press Delete Signal Search for this, it disappears. Everyone, the fire table is gone. Right ? I will try creating it again . If you look at this right now in the user search, what happens if I click on the indicator I have set up ?
If you press it, the signal pops up again. This applies to all sectors, and regarding the current sector, what happened recently? The fact that a signal has appeared once again means there is a very high probability that it will bottom out and rise again from here . Well, putting aside the fact that it will definitely go up, the probability of it rising is high, and since it is a company with excellent momentum, there is a very high possibility of a major rally in the second half of the year.
So, the point is that I have brought you a stock that shareholders can definitely consider targeting . You get it, right ? So, as for the stock I'm showing you now, since it's a recommendation for Giyoung's subscribers, please make sure to subscribe and like the video. There's a phone number at the top, right?
If you send just the two characters "Hidden" to 0108718807, I will send a quick reply to you within 5 minutes. Currently, there is a very high possibility of a major market rally in the second half of this year, linked to Hyundai Motor, LG, and Samsung. If you would like to receive the stock recommendations, please send an email to 0108718807 with just the two characters "Hidden," and I will send you a reply within 5 minutes .
You get it, right? Now, coming back to the point, the official atmosphere in Korea is currently very bad. If you look at the article here, individual investors sold 5.5 trillion won worth of domestic stocks and bought 10 trillion won worth of US stocks in the second half of the year. So, articles like this keep coming out saying that people are selling their domestic stocks and shifting everything to the US market.
Even now, due to selling by foreign investors, the KOSPI and KOSDAQ are falling day after day, and the KOSPI has already broken the 6,000 point mark . It has broken through, and in the case of Kodak, it is currently spitting out the gains it had made from its recent positive trend, dropping down to the 820 level.
I believe that this is the most terrifying phase for individual investors . But, everyone, what I want to tell you right now is this. Should we view the domestic stock market negatively right now? That's not it. I mean, there is no need to go that far. So, because actually, there are various reasons why the domestic stock market is falling right now.
First of all, the important point is that as expectations for the long-term growth of U.S. AI big tech companies gradually diminish, the perception of semiconductors has weakened somewhat. And there is also sufficient pressure regarding the volatility of the domestic stock market and policy uncertainty .
And because of things like tensions in the Middle East and rising oil prices, the selling pressure from foreign investors is intensifying, causing the stock market to fall like this. But that is the important thing you need to pay attention to, everyone. Even in such a situation, is prioritizing Korea really that unappealing?
If I were to think about it that way, I would say that I don't think so. What is the very first thing that allows you to see that? Did the company's value fall along with the stock price ? If you say you are looking at that, then that doesn't mean it's that. So, if stock prices fall excessively due to market fear and supply and demand while corporate earnings outlooks remain intact, it will inevitably become an opportunity for long-term investors , everyone.
So, of course, we ca n't confirm right now that we've hit rock bottom. While foreign selling could continue and we need to verify whether concerns about the semiconductor industry actually lead to a deterioration in earnings, looking solely at Samsung Electronics' earnings, we cannot confirm that the semiconductor negotiations are over.
Even just looking at Samsung Electronics' recent provisional results, the market expectations fell far short . Of course, foreigners sold, but even just looking at that, it doesn't mean the company's value is dropping, so there is plenty of room for it to go up again . Uh, and everyone, the stock market is always like that.
When the market was good, uh... how was the market for you all up until around this time in June? People tried to buy stocks even at high prices . But as the market worsens, the atmosphere deteriorates, and interest fades, what happens to even good companies in the end ? The fact that it is bound to be ignored.
So, since a market atmosphere is currently forming where selling begets more selling, would n't we actually be able to view this as an opportunity for long-term investors? So, rather than giving up on the entire domestic market out of fear, if you select and examine companies with solid track records and maintained competitiveness, you can actually secure better profits.
You understand what I mean, right? And if you look here as well, SK Securities is still maintaining a target price of 4 million won for SK Hymix . I am currently holding a buy . when? As of October 13 . This is not a problem that you can simply gloss over right now. SKM Max's stock price isn't even 2 million won right now .
But I'm maintaining 4 million won right now . What is the reason? It is a performance that beats the exchange rate. Ultimately, the point is that forecasts continue to emerge that performance will keep rising steadily . So, considering the 3% downward adjustment of the Hwanil process and the buying, the previously memory collaboration's momentum is exceeding expectations .
Even though SK Nix and Samsung Electronics are falling significantly today, we can interpret today's market not as a decline caused by the companies' poor performance, but rather as a combination of selling by foreign investors and the resulting panic selling by retail investors . So, I actually think that when we get a bit too carried away like this, we can see it from the perspective of opportunity .
Ultimately, a sharp drop is bound to lead to a sharp rebound. Oh, and there's a saying in the stock market . Do not join the sell-off. Uh, because of that kind of stock market situation, what is a market that drops sharply like today? You must unconditionally view it from the perspective of opportunity.
I would like to say that there is absolutely no need to view the Korean stock market in such a pessimistic and cynical way right now . You get it, right, everyone? Now, everyone, do you agree with what I'm saying? For those who said they agree, I would be grateful if you could make sure to press the subscribe and like buttons at least once .
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