Calls
5
#925
Alpha Score 16.3
Kim Dae-jun
CEO, TokenPost
Win Rate
40.0%
return
-14.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 02
$223000.00
+3.4%
Samsung Electronics and SK Hynix are not at a peak because foreign ownership (which controls ~49% of shares) has limited selling pressure, and the strong Q1 earnings were not fully priced in as the market awaits Q2 earnings confirmation. Once Q2 earnings (expected around July) confirm sustained profit growth, the stocks should see a further leg up.
AI Memory
Long
May 03
$191200.00
-25.8%
HD Hyundai Robotics is the largest domestic robotics company and will benefit from Samsung's investment in robotics as well as upcoming catalysts like Tesla's humanoid robot unveiling and other robotics IPOs in May-July. The sector is expected to gain momentum.
Construction & Infrastructure
Long
May 02
$1294000.00
+14.7%
Samsung Electronics and SK Hynix are not at a peak because foreign ownership (which controls ~49% of shares) has limited selling pressure, and the strong Q1 earnings were not fully priced in as the market awaits Q2 earnings confirmation. Once Q2 earnings (expected around July) confirm sustained profit growth, the stocks should see a further leg up.
AI Memory
Long
May 02
$155800.00
-47.2%
The secondary battery sector is very positive into H2, but price action will be volatile with waves rather than a straight line. The recent lithium price breakout (to $20k/ton) favors material stocks over cell makers because materials companies benefit from inventory valuation gains. He recommends focusing on battery material stocks like Ecopro.
Batteries & Storage
Long
May 02
$390.82
-18.1%
Tesla is currently basing around $350 after correcting from $500. It will eventually break above $500, but the catalyst (SpaceX, humanoid robot, AI design) will likely come around July-August. There is a time lag versus other big tech stocks, so patient positioning is required.
Autos & EV
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Kim Dae-jun has 5 trade ideas tracked on Buzzberg across 5 tickers since May 2026. Ranked #925 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, TSLA, 000660.KS.
