Calls
4
Kim Taeyeon
Manager, Hana Securities Yongsan WM Center
Win Rate
25.0%
return
-15.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 02
$2409000.00
-29.9%
The recent market correction has affected leading AI stocks Samsung Electronics and SK Hynix, but they remain dominant AI plays. The speaker suggests gradually buying into the correction, noting that the broader AI theme is intact and that the stocks have pulled back from highs, creating an entry opportunity for those who missed earlier rallies.
AI Memory
Long
Jul 02
$299750.00
-12.8%
The recent market correction has affected leading AI stocks Samsung Electronics and SK Hynix, but they remain dominant AI plays. The speaker suggests gradually buying into the correction, noting that the broader AI theme is intact and that the stocks have pulled back from highs, creating an entry opportunity for those who missed earlier rallies.
AI Memory
Long
Jul 02
$141800.00
-22.9%
Wonik IPS supplies equipment to both Samsung and SK Hynix, giving it broad exposure across the Korean semiconductor industry. This dual-supplier position makes it a beneficiary of the overall DRAM capex cycle.
Foundry Equipment
Long
Jul 02
$46250.00
+4.9%
HPSP is currently more foundry-oriented but is moving into DRAM. As DRAM processes become finer, high-pressure hydrogen annealing equipment becomes necessary. The company has been testing the equipment for a long time and could start shipping to DRAM customers next year, offering a potential catalyst.
Foundry Equipment
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Kim Taeyeon has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: 000660.KS, 005930.KS, 403870.KQ.
