SEOUL – In an era where the KOSPI has shattered the 6,000-point milestone (the "6,000-PI" era), a South Korean civil servant has become the talk of the town after wagering his entire wedding fund on the nation’s semiconductor giants, Samsung Electronics and SK hynix. As share prices soar to unprecedented heights, his estimated valuation gains have reached tens of millions of won in just a matter of days.

A "Yong-Ggeul" Bet on the National Champions
According to "Blind," an anonymous community app for verified employees, a post titled "Joined forces with my girlfriend to invest our entire wedding fund into Samsung and Hynix today" went viral on February 24. The author, identified as 'A', a civil servant, revealed that he and his fiancée invested 300 million KRW (approx. $225,000 USD)—originally earmarked for their wedding ceremony and a housing deposit—equally into Samsung Electronics and SK hynix.

"I believe this 300 million will turn into 1 billion KRW within a year," A wrote. "It was a difficult decision, but I believe we are still at the beginning of a bull market. In this 'New Normal' era of the domestic exchange, I saw this as the ultimate opportunity to grow our wealth." Instead of securing a rental home immediately, the couple chose the volatility of the stock market.

Riding the NVIDIA Wave to Record Highs
The gamble is paying off handsomely. As of February 26, Samsung Electronics hit an intra-day high of 219,000 KRW, while SK hynix surged to 1,099,000 KRW, both shattering previous records.

Based on A’s disclosed average purchase prices—199,700 KRW for Samsung and 1,002,000 KRW for SK hynix—his returns as of today’s closing bell stand at 9.16% and 9.68%, respectively. With a principal of 150 million KRW in each stock, his total unrealized profit is estimated at approximately 28.26 million KRW ($21,000 USD) in just 48 hours.

The catalyst behind this surge is the "NVIDIA Effect." The AI giant recently reported blockbuster earnings for the fourth quarter of fiscal 2026 (Nov 2025 – Jan 2026), with revenue skyrocketing 73% year-over-year to $68.13 billion, far exceeding market expectations. As primary suppliers of High Bandwidth Memory (HBM) to NVIDIA, the fortunes of Samsung and SK hynix have become inextricably linked to the global AI infrastructure boom.

Analyst Outlook: Sky-High Targets vs. Concentration Risk
Market optimism for the "Big Two" is reaching a fever pitch. Due to a persistent supply shortage in the memory sector, a "supplier-led market" has taken firm root.

Samsung Electronics: 2026 annual operating profit consensus has jumped to 179.7 trillion KRW, a fourfold increase from estimates a year ago.
SK hynix: Operating profit estimates have been revised upward from 37.3 trillion KRW to 153.5 trillion KRW.
Major brokerages are racing to raise price targets. SK Securities has issued the most aggressive "Strong Buy" rating, setting targets of 300,000 KRW for Samsung and 1.6 million KRW for SK hynix.

However, not everyone is cheering. Financial experts warn against the extreme concentration of assets. "If the semiconductor cycle peaks or hits a snag, the couple's entire life savings could evaporate simultaneously," warned one concerned netizen.

Yu Myeong-gan, a lead researcher at Mirae Asset Securities, noted that while tech is leading the charge, valuation burdens are growing. "Excluding semiconductors, the KOSPI’s valuation is becoming stretched. Investors should look toward undervalued sectors with improving Return on Equity (ROE), such as Energy, Construction, and IT Hardware, to balance their portfolios," Yu advised.

For now, the civil servant's "all-in" bet remains a symbol of the aggressive investment fever gripping Korea in 2026, where the dream of a "1 billion won payout" outweighs the traditional security of a deposit for a marital home.