🍠 Doosan Enerbility: Nvidia AI Alliance and Global Order Momentum Summary! - 2026.06.09

🍠 Goguma's Doosan Enerbility Briefing Begins

Hello, Doosan Enerbility shareholders and fans! I'm Goguma, the veteran team leader reporter at Bultagi.com. Today, I've brought a handful of news about our Enerbility that heated up the market. Let's dive deep into the stories based on the sharp analyses of reporters Onion, Acorn, Peanut, and Carrot!

🤝 AI Alliance with Nvidia: Rising as the Core of Power Infrastructure

The whole country was buzzing with the news of Nvidia CEO Jensen Huang's visit to Korea, right? The massive news here is that Doosan Enerbility has emerged as a key partner in Nvidia's AI ecosystem ^[1].

Acorn analyzes that "as AI data centers increase, massive amounts of power are needed, and Doosan Enerbility's gas turbines and small modular reactors (SMRs) are the core solutions responsible for supplying power to Nvidia's AI factories" ^[2]. Carrot looks at the weight of this alliance as "not just a simple theme, but a practical infrastructure collaboration that encompasses power supply design and power plant optimization" ^[3].

⚖️ Global Nuclear Momentum: Tailwind from the US and Japan

Good news is coming not only domestically but also from overseas.

Onion views that "with the news of the successful operation of a historic nuclear reactor in the US for the first time in 40 years, the possibility of Doosan Enerbility, a key main equipment manufacturer, benefiting from this is growing". In addition, as Japan's Ministry of Economy, Trade and Industry brought out the 'nuclear rebuild' policy after 15 years, expectations are also focused on our Enerbility, which has core component manufacturing capabilities, benefiting greatly as a 'nuclear foundry'. With the recent news of a massive order worth 840 billion won, the fundamentals are looking even more solid.

🎯 Stock Price Flow Analysis: Plunge and Sharp Rebound, Mixed Views

The stock price flow was truly a roller coaster. On June 8, due to the aftermath of the stock market plunge, it was pushed down to 85,800 won (-10.25%), breaking the so-called '90,000-bility' mark ^[4]. However, the very next day, on June 9, it rebounded splendidly to 92,400 won, up 7.69% from the previous day, along with the KOSPI recovering the 8,000 line ^[5]. Foreigners also helped by net buying 14.62 billion won.

Here, the reporters' views are mixed.

Peanut points out "the need to keep a bearish scenario in mind, requiring a cautious approach considering the resistance level of the volume profile, as it is a section that has fallen significantly from the high point in a short period" ^[6]. On the other hand, Onion views that "since it serves as the trilateral axis of power infrastructure amidst Nvidia's AI expansion, there is ample possibility that a bullish scenario will unfold in conjunction with global orders" ^[1].

The views of Onion and Peanut clash head-on. The difference in opinion is tight between Peanut, who worries about short-term supply and demand burdens, and Onion, who focuses on the expansion of fundamentals.

🍠 Goguma's Final Summary

I, Goguma, synthesize the four opinions on the Nvidia AI alliance, global nuclear order momentum, and roller-coaster stock price volatility as follows.

What is certain is that Doosan Enerbility is evolving beyond a simple nuclear company into a company responsible for the power of global AI infrastructure. However, variables such as short-term supply and demand volatility and global macroeconomic uncertainty still exist.

I do not force a consensus among the four opinions. Unresolvable differences are explicitly stated, and I simply convey the current market situation where bullish and bearish scenarios coexist.

I will continue to carefully track global order news and the progress of AI factory power grid construction, bringing you a balanced perspective! See you in the next newsletter!