Calls
73
#1133
Alpha Score 1.3
Kim Hyeong-cheol
CEO, Kim Hyung-chul Research Institute
Win Rate
32.9%
return
-10.0%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 02
$305.25
-1.2%
Apple is the structural winner in on-device AI because it controls the hardware (custom M-chips) and the consumer device ecosystem (iPhone). When the market rotates toward on-device AI, Apple's platform dominance and pullback offer a buying opportunity.
AI Hardware
Long
May 12
$295500.00
-29.3%
Power equipment stocks like LS Electric and Sanil Electric have pulled back after a strong run, but demand from data center and grid investment remains intact. Valuations are high but earnings momentum supports. A dip toward key moving averages presents a tactical buying opportunity.
Grid Equipment
Long
May 11
$1904000.00
-20.9%
Samsung Electronics and SK Hynix remain cheap on a forward P/E basis (around 6x) compared to US peers like Micron and SanDisk, and despite rapid price increases, the earnings momentum is intact and likely to extend into next year. He estimates they could rise 50-70% further, possibly doubling, and advises holding until earnings estimates peak, not selling now. A short squeeze would be a short-term peak, but that is not here yet.
AI Memory
Long
May 11
$284250.00
-10.1%
Samsung Electronics and SK Hynix remain cheap on a forward P/E basis (around 6x) compared to US peers like Micron and SanDisk, and despite rapid price increases, the earnings momentum is intact and likely to extend into next year. He estimates they could rise 50-70% further, possibly doubling, and advises holding until earnings estimates peak, not selling now. A short squeeze would be a short-term peak, but that is not here yet.
AI Memory
Long
Jul 13
$754.95
+2.3%
Q2 earnings growth for the S&P 500 is expected to be around 23% YoY, with the technology and energy sectors showing high upside potential according to analysts.
Equity Indexes
Long
Jul 01
$1061000.00
-27.1%
Power equipment stocks like GE Vernova, LS ELECTRIC, HD Hyundai Electric, and Hyosung Heavy Industries are attractive. Whenever their P/E drops below 30x, institutional buying steps in. LS ELECTRIC looks the strongest technically.
Grid Equipment
Long
Jul 01
$3871000.00
-25.3%
Power equipment stocks like GE Vernova, LS ELECTRIC, HD Hyundai Electric, and Hyosung Heavy Industries are attractive. Whenever their P/E drops below 30x, institutional buying steps in. LS ELECTRIC looks the strongest technically.
Grid Equipment
Long
Aug 11
$312.08
+5.9%
Energy companies like Valero Energy are attractive as geopolitical tensions in the Middle East and historically low US strategic petroleum reserves continue to support oil prices.
Oil & Gas
Long
Aug 10
$137100.00
+4.0%
U.S. refining stocks are making new highs, and the strength is flowing into Korean refiners such as GS Holdings and S‑Oil. Rising oil prices combined with strong product margins support further earnings momentum. GS and S‑Oil are the most direct plays.
Oil & Gas
Long
Aug 10
$95500.00
+5.8%
U.S. refining stocks are making new highs, and the strength is flowing into Korean refiners such as GS Holdings and S‑Oil. Rising oil prices combined with strong product margins support further earnings momentum. GS and S‑Oil are the most direct plays.
Construction & Infrastructure
Long
Aug 10
$233.93
+2.7%
Data‑centric AI names like Datadog and Snowflake sold off after earnings but are now attractive buys on weakness. AI initiatives ultimately require high‑quality data, making these platforms long‑term winners. Accumulate on pullbacks.
AI Software
Long
Aug 10
$330.49
+0.2%
Data‑centric AI names like Datadog and Snowflake sold off after earnings but are now attractive buys on weakness. AI initiatives ultimately require high‑quality data, making these platforms long‑term winners. Accumulate on pullbacks.
AI Software
Long
Aug 05
$159.89
+4.6%
US restrictions on Chinese optical transceivers due to security concerns will directly benefit US optical communication companies.
AI Photonics
Long
Jul 01
$1064.90
-19.6%
Caterpillar is hitting new highs on the simple but powerful idea that building massive AI data centers requires digging the ground.
Construction & Infrastructure
Long
Jul 01
$101.65
-20.5%
The aerospace sector is gaining momentum as companies like Rocket Lab acquire satellite communication firms to offer subscription services, similar to Starlink's model. NASA's lunar mission selections also provide a catalyst.
Space
Showing 15 of 73 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Kim Hyeong-cheol has 73 trade ideas tracked on Buzzberg across 72 tickers since May 2026. Win rate 33% across 73 evaluated calls, average return -10.0%. Ranked #1133 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 010120.KS, 005930.KS.
