Calls
6
#638
Alpha Score 37.0
Aleksey Mironenko
Global Head of Investment Solutions, Leo Wealth
Win Rate
16.7%
return
-5.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 13
$1902000.00
-3.2%
Korean equities (notably SK Hynix) trade at record-low trailing P/E with high earnings visibility from multi-year AI capex contracts, offering an attractive entry point for a trading position; however caution is warranted longer-term as capacity additions and demand normalization could pressure prices.
AI Memory
Long
Jul 13
$116.22
-5.5%
The U.S. economy is entering a slowdown ('stoppage time') while the growth gap between U.S. and non-U.S. narrows; European and Asian stocks are poised to reassert the leadership they showed in late 2025/early 2026.
Equity Indexes
Long
Jul 13
$183.52
-12.1%
Korean equities (notably SK Hynix) trade at record-low trailing P/E with high earnings visibility from multi-year AI capex contracts, offering an attractive entry point for a trading position; however caution is warranted longer-term as capacity additions and demand normalization could pressure prices.
Equity Indexes
Long
Jul 13
$611.03
-9.1%
Hyperscaler capex commitments and upcoming Mag 7 earnings will reconfirm free cash flow to semiconductor firms, causing the recent semiconductor selloff to abate over the next month or two.
Thematic ETFs
Long
Jul 13
$754.95
-1.6%
U.S. earnings season expectations are for ~25% growth and historically beat, driven by strong AI spend and resilient U.S. consumer; this sets up good performance for U.S. equities over the next few weeks.
Equity Indexes
Long
Jul 13
$88.57
+0.2%
The U.S. economy is entering a slowdown ('stoppage time') while the growth gap between U.S. and non-U.S. narrows; European and Asian stocks are poised to reassert the leadership they showed in late 2025/early 2026.
Equity Indexes
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Aleksey Mironenko has 6 trade ideas tracked on Buzzberg across 6 tickers since July 2026. Ranked #638 on the Buzzberg Alpha leaderboard. Most covered: SPY, SMH, EWY.
