Calls
35
#1119
Alpha Score 2.1
Kim Young-cheol
CEO
Win Rate
28.6%
return
-12.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 09
$306000.00
-21.7%
Samsung Electronics and SK Hynix are the cheapest stocks in the market with PER around 6-7x, yet have the strongest earnings growth. Sector rotation always starts with them after a selloff, making them the safest and most attractive buys for a rebound.
AI Memory
Long
May 22
$646000.00
-37.6%
Hyundai Motor is extremely cheap at 16x P/E with a robotics growth catalyst (humanoid robots), while global peers like Tesla trade at over 100x, indicating substantial re-rating potential.
Autos & EV
Long
May 14
$290500.00
-30.1%
Power equipment names like LS Electric and Hyundai Electric are positioned for data center and AI infrastructure demand, and the recent pullback is a buying opportunity.
Grid Equipment
Long
May 14
$1300000.00
-43.2%
Power equipment names like LS Electric and Hyundai Electric are positioned for data center and AI infrastructure demand, and the recent pullback is a buying opportunity.
Grid Equipment
Long
Aug 04
$303.42
+0.5%
Apple and Google possess massive user data, are indispensable for AI agents and smartphones, and generate enormous cash flows. Their stocks repeatedly bounce back from dips. Buying when sentiment is negative and they are mocked generates reliable returns.
AI Hardware
Long
Aug 04
$373.51
-7.6%
Apple and Google possess massive user data, are indispensable for AI agents and smartphones, and generate enormous cash flows. Their stocks repeatedly bounce back from dips. Buying when sentiment is negative and they are mocked generates reliable returns.
Hyperscalers
Long
Jun 09
$2034000.00
-29.9%
Samsung Electronics and SK Hynix are the cheapest stocks in the market with PER around 6-7x, yet have the strongest earnings growth. Sector rotation always starts with them after a selloff, making them the safest and most attractive buys for a rebound.
AI Memory
Long
May 27
$324500.00
-34.4%
Hanmi Semiconductor is the dominant supplier of TC bonders for HBM and now for HBF (NAND stacking). The recent confirmation of HBF TC bonder production removes uncertainty and positions the company for strong demand from memory manufacturers. Despite recent earnings miss, the stock is expected to reach new highs.
Foundry Equipment
Long
May 14
$748000.00
-25.8%
LG Innotek benefits from the robotics and physical AI theme because its camera modules are essential for vision systems, and with supply chain security concerns, Chinese alternatives are avoided.
AI Photonics
Long
Aug 07
$499.99
+0.4%
Microsoft is well-positioned as the market shifts focus from AI hardware to software monetization. It already owns widely used productivity software (Office, Powerpoint, Excel) where AI can be integrated, and strong earnings plus a deep correction create a potential turning point. The market expects Microsoft to be a leader in service-layer AI.
Hyperscalers
Long
Aug 06
$1169.86
+4.0%
Eli Lilly is a strong US pharmaceutical company whose GLP-1 obesity drug franchise is expanding into diabetes, cardiovascular and other indications. It is a long-duration growth story that continues to deliver earnings beats, unlike European rival Novo Nordisk due to US home-market advantage.
GLP-1 / Obesity
Long
Aug 04
$275.65
-10.4%
AI adoption accelerates and the value shifts from infrastructure to data. Companies that manage, analyze or provide quality data will see surging demand. Snowflake and Datadog are well positioned to benefit, and their earnings growth should support continued stock strength.
AI Software
Long
Aug 04
$238.03
+1.3%
First Solar has corrected significantly from its highs. Solar energy remains a long-term growth sector supported by extreme weather events and the expansion of data centers. First Solar is worth accumulating on pullbacks.
Clean Energy
Long
Aug 04
$225.31
+5.8%
Quantum computing technology is advancing and IBM is the leading player that can pull the sector along. IBM is the big-cap anchor stock that will drive quantum computing adoption and related mid-/small-cap momentum.
AI Software
Long
Aug 04
$312.73
+6.8%
AI adoption accelerates and the value shifts from infrastructure to data. Companies that manage, analyze or provide quality data will see surging demand. Snowflake and Datadog are well positioned to benefit, and their earnings growth should support continued stock strength.
AI Software
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Kim Young-cheol has 35 trade ideas tracked on Buzzberg across 35 tickers since May 2026. Win rate 29% across 35 evaluated calls, average return -12.7%. Ranked #1119 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, 005380.KS, 267260.KS.
