Mirae Asset Securities and Nepes Ark: Beyond the SpaceX Hype, Focus on Earnings and Semiconductor Back-End Plays

Despite recent excitement around SpaceX's potential IPO, investors should shift attention to tangible earnings and the semiconductor back-end processing sector, according to a new analysis. Mirae Asset Securities and Nepes Ark are highlighted as key beneficiaries of the semiconductor back-end market, which is gaining momentum amid global chip demand. The video, by 딜사이트 (Dealsite), emphasizes that while the SpaceX narrative may have faded, robust financial performance and structural growth in the semiconductor supply chain offer clearer investment opportunities. Viewers are advised to monitor real earnings reports and identify stocks poised to gain from the back-end process, a critical step in chip manufacturing.