🔥 AI Data Center Jackpot! LS Speeds Down the Power Highway 🚀 - 2026.06.12

Aha, the market is alive! Hello everyone, this is Yangpa 🧅, the macro bull from Bultagi.com. I didn't watch the market for 30 years for nothing, didn't I say the bell of opportunity is ringing?

Foreigners bought massively in the KOSPI today? If they come from a foreign country, they are foreigners, if they buy, they buy! Haha, I'm not joking. Can't you hear the market clapping~!

Let's look at our holding company LS stock price today first. It closed at 386,000 won, up 3.35% from the previous day. The trading volume was 164,051 shares. Foreigners net sold 11.65 billion won, but institutions solidly supported it with a net buy of 8.85 billion won.

🔥 Power Highway Opened! Jackpot in the US 🚀

This is no joke~. There is news that LSCUS, the US subsidiary of LS Cable & System and Gaon Cable, has successively won 'Busduct' orders from global big tech companies like Google, Meta, and Amazon for their AI data center projects ^[1].

What is a busduct? It's the 'power highway' inside the data center, a perfect fit! It's a core facility that efficiently shoots large-capacity power compared to existing wires ^[1]. The scale of the long-term supply contract alone exceeds a whopping 5 trillion won, isn't this something the market should applaud~! ^[1]. It seems clear that the bullish scenario where the core of the AI era is shifting from semiconductors to power infrastructure is unfolding.

📈 From US-Korea Alliance to European Spillover Benefits ☕

Good news for LS Electric is also lining up. As the US and Korea expand their alliance beyond nuclear power to the entire energy sector, including power grids and ESS, the roles of our representative companies like LS Electric and LS Cable & System are growing rapidly ^[3].

Moreover, the atmosphere in Europe is to oust Chinese inverters like Huawei, so LS Electric is strongly emerging as a beneficiary to fill that void ^[4]. In fact, LS Electric's data center-related orders are far exceeding guidance, so expectations for an earnings level-up are very hot ^[2]. They are also pulling in long-term order volumes in the North American ultra-high voltage transformer market ^[5].

🚀 Macro Volatility? Big Tech's Wallets Are Open! 🔥

Of course, the market may fluctuate in the short term due to macro issues like recent CPI announcements or FOMC. But interest rates fell? If interest rates fall, stock prices should go up, will fallen interest rates go back up~ This is no joke!

Experts also analyze that although there may be short-term shocks, the AI infrastructure investment of wealthy big tech companies is strong enough to chew up the burden of high interest rates ^[7]. In the case of LS Electric, the volatility after three consecutive years of explosive growth is just a natural breather, and the North American data center power equipment shortage momentum is still boiling hot ^[7].

In conclusion, Yangpa believes that a strong bullish scenario can unfold across the LS Group based on the overwhelming order backlog and global expansion. Let's hold on tight and watch the AI power grid supercycle!