Large-Cap Stocks Stagnate Due to Foreign Short Selling; New Market Leaders Emerge

This performance demonstrates that demand for artificial intelligence (AI) infrastructure investment remains robust.

Nvidia projected third-quarter revenue to be between $105.84 billion and $110.16 billion. This figure surpasses market expectations of $104.15 billion.

This performance indicates sustained demand for AI infrastructure and serves as a positive signal for tech stocks across the board.

This is attributed to continuous short selling by foreign investors and a standoff with institutional buying. A technical breakthrough is needed for the stock price to rise.

Growth stocks like Samsung Electronics and SK Hynix reflect decades of future data in their current stock prices, so good performance alone doesn't necessarily mean the stock will rise. Their price-to-earnings ratios (PER) are already high, and even with excellent performance, it's hard to make a profit if the stock doesn't climb quickly. Therefore, in growth stock investing, it's more important to follow price movements and stock momentum than just performance.

AI-related stocks such as Saltlux, Konan Technology, and Selvas AI, along with gaming stocks, are particularly drawing attention.

It's time to focus on gaming stocks instead of traditional semiconductor stocks.

The core of investing is not performance, but whether the stock price moves quickly and breaks its previous high. The stagnation of Samsung Electronics and SK Hynix, which are stuck in a trading range despite good performance, is because the known performance information has already been fully reflected in their stock prices. For stock price appreciation, new momentum combined with price movement is crucial.

This creates a 'gadurijangse' (trapped market) where they flood the market with sell orders whenever the stock tries to rise, suppressing the price. This strategic short selling by foreigners is a major factor hindering the price appreciation of these two large-cap stocks.

This means that since many people have already recognized their positive aspects and invested, their potential for further appreciation has been exhausted. Analysis suggests that the major rally period for large-cap stocks has mostly passed, making it difficult to expect new profits.

Despite good sales and operating profits, Samsung Electronics and SK Hynix are failing to achieve new highs largely due to institutional and foreign short selling. These large-cap stocks are considered 'at the end of the line,' where all profits have already been taken from head to toe, and are losing their upward momentum like deflated balls in the stock market. While investors focus on the good performance of large-cap stocks, their actual prices are no longer showing significant gains.

These efforts are expected to lead to a large-scale operating profit turnaround in 2026. It is emphasized that while many investors only focus on memory semiconductors, gaming stocks are also showing tremendous performance improvements.

This case demonstrates that investors should focus on stocks that are improving from poor performance. Regardless of semiconductor-related stocks, only performance improvement was the cause of its rapid surge.

They also consistently performed well, ranking first in the weekly return manager category.

The reason for not making profits is investing in 'deflated ball' stocks whose rally has already ended. The fact that performance and operating profit are good is already known to everyone, which is reflected in the stock price and likely to lead to a decline. Therefore, the important thing is whether the stock price has deflated or is starting a new rise like a 'fully inflated' state. To make a profit, one must focus on stocks that are beginning to rise anew.

Sungwoo Electronics soared 58 times, from 1,000 won to 59,000 won, from October last year. Such surging stocks are emerging in the current market, and it's time for investors to change their traditional investment concepts. It is crucial to read current market trends through past success stories and identify stocks with similar potential. Instead of merely sticking to stocks known for good performance, investors should seek new opportunities.

It is emphasized that targeting newly emerging stocks like gaming companies is the way to make profits in the current market. Investing in the past, it warns, has no future.

Currently, new upward momentum is building in stocks like Com2uS, and it is emphasized that quickly responding to these trends and targeting good stocks can lead to significant profits.