Calls
15
#1118
Alpha Score 2.6
Jeong Pro
Host
Win Rate
26.7%
return
-17.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 29
$1996000.00
-33.1%
Samsung Electro-Mechanics will continue its strong performance and emerge as the market finale, benefiting from its leading position in substrates and MLCCs for AI applications, supported by the Jensen Huang-related rally.
AI Hardware
Long
Jul 07
$63300.00
+0.1%
Bitcoin represents a generational shift in savings; as real estate becomes unaffordable for young people, they will increasingly adopt bitcoin as their primary store of value, driving long-term structural demand that will lift prices over decades.
Crypto Assets
Long
Jul 07
$382.13
+5.6%
Gold historically performs well in July with only small declines in 2025 and 2022; tactically positive, could retest 4,400 and continue grinding higher over several months.
Commodities
Long
Jul 07
$751.28
+2.8%
July is historically a strong month for US equities, particularly tech and communication services sectors, and the S&P 500 is attempting a breakout above recent highs; I will buy any dips.
Equity Indexes
Long
Jun 19
$542000.00
-34.0%
Institutions are unable to add more Samsung Electronics and SK Hynix due to limits, so they are redirecting funds into holding companies that own large stakes in these semiconductor leaders. SK Square, Samsung Life Insurance, and Samsung C&T are acting as proxies, and their shares are rallying strongly on this flow.
Construction & Infrastructure
Long
Jun 19
$508000.00
-39.2%
Institutions are unable to add more Samsung Electronics and SK Hynix due to limits, so they are redirecting funds into holding companies that own large stakes in these semiconductor leaders. SK Square, Samsung Life Insurance, and Samsung C&T are acting as proxies, and their shares are rallying strongly on this flow.
Insurance
Long
Jun 19
$1862000.00
-45.0%
Institutions are unable to add more Samsung Electronics and SK Hynix due to limits, so they are redirecting funds into holding companies that own large stakes in these semiconductor leaders. SK Square, Samsung Life Insurance, and Samsung C&T are acting as proxies, and their shares are rallying strongly on this flow.
Capital Markets
Long
Jun 16
$2346000.00
-35.8%
Memory semiconductors are the sole true market leader in the AI era. Samsung Electronics and SK hynix are the dominant beneficiaries, and the speaker reiterates that memory is the one leading theme investors should focus on.
AI Memory
Long
Jun 16
$75100.00
-23.6%
Korean auto‑parts stocks are being re‑rated as robotics plays. Companies that can transition their components to robots — or whose parts are needed in both EVs and robots — are gaining momentum, with Hwashin and SL Corp as leading examples.
Autos & EV
Long
Jun 16
$337500.00
-24.3%
Memory semiconductors are the sole true market leader in the AI era. Samsung Electronics and SK hynix are the dominant beneficiaries, and the speaker reiterates that memory is the one leading theme investors should focus on.
AI Memory
Long
Jun 16
$1283000.00
-52.9%
Samsung Electro-Mechanics and LG Innotek are rallying on genuine earnings upgrades, not a short‑term theme. Such stocks do not collapse all at once; after a strong run they may pull back but then resume higher.
AI Photonics
Long
Jun 16
$3275.00
-8.4%
Korean auto‑parts stocks are being re‑rated as robotics plays. Companies that can transition their components to robots — or whose parts are needed in both EVs and robots — are gaining momentum, with Hwashin and SL Corp as leading examples.
Construction & Infrastructure
Long
Jun 16
$245500.00
-11.2%
Naver, as a key AI‑enabled platform, is recovering sharply after the Jensen Huang event correction. It is outperforming peers and the previous buy call in the 200,000‑won range is playing out.
Internet Platforms
Long
Jun 16
$9590.00
+44.4%
Newly listed stocks often rebound after the first‑month lock‑up period expires and forced selling ends. Cosmos Robotics is showing exactly that pattern, bouncing hard after the lock‑up expired and the overhang cleared.
Construction & Infrastructure
Long
Jun 12
$198.94
-11.7%
The market is experiencing rotation: KOSPI large caps are performing better than KOSDAQ as foreign money and fund flows favor large-cap exporters. Adjusting the portfolio toward KOSPI over KOSDAQ is the right strategy now.
Equity Indexes
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Jeong Pro has 15 trade ideas tracked on Buzzberg across 15 tickers since May 2026. Win rate 27% across 15 evaluated calls, average return -17.8%. Ranked #1118 on the Buzzberg Alpha leaderboard. Most covered: 009150.KS, SPY, GOLD.
