Calls
19
#1123
Alpha Score 2.2
Ha Chang-bong
CEO
Win Rate
21.1%
return
-16.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 28
$904.88
+1.0%
Micron Technology is a beneficiary of long-term memory demand. UBS raised its price target to $1,600 based on 2028 EPS estimates above $100, driven by long-term contracted supply agreements and AI growth.
AI Memory
Long
Jun 18
$346250.00
-26.2%
Samsung Electronics will break its previous high of 37만원. The memory super cycle continues: DRAM supply tight, Apple's Tim Cook warns of product price increases due to memory costs, and forward PER remains cheap at 6.67x. Strong AI demand and steady earnings recovery support the upside.
AI Memory
Long
Jul 16
$50300.00
-5.0%
Companies like Gaonchips are benefiting from the broader trend of big tech companies developing their own custom AI chips.
AI ASIC
Long
Jul 16
$327.50
-7.9%
Apple's move to develop its own AI chips to reduce reliance on Nvidia is a positive catalyst for its stock, as it strengthens its internal hardware ecosystem.
AI Hardware
Long
Jul 16
$254.96
+4.9%
Major US big tech companies are expected to significantly increase their capex in 2027-2028, keeping their earnings and investment expectations valid despite short-term market volatility.
Hyperscalers
Long
Jul 16
$370.92
-7.4%
Major US big tech companies are expected to significantly increase their capex in 2027-2028, keeping their earnings and investment expectations valid despite short-term market volatility.
Hyperscalers
Long
Jul 16
$681.31
-15.0%
Major US big tech companies are expected to significantly increase their capex in 2027-2028, keeping their earnings and investment expectations valid despite short-term market volatility.
Hyperscalers
Long
Jul 16
$395.63
+24.1%
Major US big tech companies are expected to significantly increase their capex in 2027-2028, keeping their earnings and investment expectations valid despite short-term market volatility.
Hyperscalers
Long
Jul 09
$110700.00
-7.3%
Broadcom's $30 billion deal with Apple brings attention to the substrate and PCB sector. When the sector rebounds, stocks that have fallen less and have less damaged charts, such as Simmtech and Gigavis, will face less resistance and rise faster than heavily damaged ones like Isu Petasys or Korea Circuit.
PCB/Substrates
Long
Jul 09
$150900.00
-22.0%
Broadcom's $30 billion deal with Apple brings attention to the substrate and PCB sector. When the sector rebounds, stocks that have fallen less and have less damaged charts, such as Simmtech and Gigavis, will face less resistance and rise faster than heavily damaged ones like Isu Petasys or Korea Circuit.
AI ASIC
Long
Jul 02
$238500.00
-12.4%
Power infrastructure is currently the strongest non-semiconductor sector. Super-high-voltage transformer and switchgear orders are at all-time highs, with Q1 operating profit up over 40% YoY. Amid market rotation, if these names pull back with the broad market, they offer a compelling buying opportunity. Key names are HD Hyundai Electric, Hyosung Heavy Industries, and LS Electric.
Grid Equipment
Long
Jul 02
$935000.00
-17.3%
Power infrastructure is currently the strongest non-semiconductor sector. Super-high-voltage transformer and switchgear orders are at all-time highs, with Q1 operating profit up over 40% YoY. Amid market rotation, if these names pull back with the broad market, they offer a compelling buying opportunity. Key names are HD Hyundai Electric, Hyosung Heavy Industries, and LS Electric.
Grid Equipment
Long
Jul 02
$3463000.00
-16.5%
Power infrastructure is currently the strongest non-semiconductor sector. Super-high-voltage transformer and switchgear orders are at all-time highs, with Q1 operating profit up over 40% YoY. Amid market rotation, if these names pull back with the broad market, they offer a compelling buying opportunity. Key names are HD Hyundai Electric, Hyosung Heavy Industries, and LS Electric.
Grid Equipment
Long
Jun 25
$2824000.00
-46.6%
Micron disclosed 16 Strategic Customer Agreements (SCA), which are more binding than LTAs and lock in long-term revenue with floor prices, reducing cyclicality. This supports higher valuations for memory companies, making them more like TSMC, and Samsung and SK Hynix are expected to have similar contracts.
AI Memory
Long
May 28
$39.90
-56.9%
Space stocks like Rocket Lab and Intuitive Machines will benefit from the upcoming SpaceX IPO. Inflows into space ETFs will increase even if individual weightings adjust, and the momentum should continue until the IPO.
Space
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Ha Chang-bong has 19 trade ideas tracked on Buzzberg across 19 tickers since May 2026. Win rate 21% across 19 evaluated calls, average return -16.5%. Ranked #1123 on the Buzzberg Alpha leaderboard. Most covered: MU, 005930.KS, MSFT.
