Calls
2
Kim Junsu
Assistant Manager, NH Investment & Securities
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 05
$492.81
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Microsoft and Alphabet are the safest long-term AI investments because their top-tier credit ratings and ability to issue even 100-year bonds show they can fund the AI arms race longer than competitors, making them likely ultimate winners. Their leverage ratios remain low relative to earnings, and robust cloud growth already demonstrates AI monetization, so credit risk is manageable.
Hyperscalers
Long
Aug 05
$377.65
-
Microsoft and Alphabet are the safest long-term AI investments because their top-tier credit ratings and ability to issue even 100-year bonds show they can fund the AI arms race longer than competitors, making them likely ultimate winners. Their leverage ratios remain low relative to earnings, and robust cloud growth already demonstrates AI monetization, so credit risk is manageable.
Hyperscalers
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Kim Junsu has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026.
