Calls
9
#1063
Alpha Score 13.9
Kwon Soon-ho
Team Lead, Sampro TV
Win Rate
55.6%
return
-5.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 22
$84200.00
+11.8%
Samsung Electronics and Hyundai Rotem have jointly developed a military robot dog that will be deployed in the second half of the year. Samsung is also creating a dedicated robot business unit. This validates the physical AI and robotics theme, directly benefiting actuator and reducer component makers like SPG, Rainbow Robotics, and Robotis.
Robotics
Long
Jul 22
$228500.00
+9.6%
Samsung Electronics and Hyundai Rotem have jointly developed a military robot dog that will be deployed in the second half of the year. Samsung is also creating a dedicated robot business unit. This validates the physical AI and robotics theme, directly benefiting actuator and reducer component makers like SPG, Rainbow Robotics, and Robotis.
Robotics
Long
Jul 22
$491000.00
-8.2%
Samsung Electronics and Hyundai Rotem have jointly developed a military robot dog that will be deployed in the second half of the year. Samsung is also creating a dedicated robot business unit. This validates the physical AI and robotics theme, directly benefiting actuator and reducer component makers like SPG, Rainbow Robotics, and Robotis.
Robotics
Long
Jul 20
$84000.00
+3.9%
US defense and naval demand is flowing to Korean shipbuilders. Hanwha Philly Shipyard won a ~3 trillion won contract for two US missile test measurement ships under the Golden Project. HD Hyundai signed a strategic partnership with a US C company for offshore structures, potentially including floating data centers. This marks a positive cycle for the sector.
Shipbuilding
Long
Jul 20
$451500.00
+2.9%
US defense and naval demand is flowing to Korean shipbuilders. Hanwha Philly Shipyard won a ~3 trillion won contract for two US missile test measurement ships under the Golden Project. HD Hyundai signed a strategic partnership with a US C company for offshore structures, potentially including floating data centers. This marks a positive cycle for the sector.
Shipbuilding
Long
Jun 19
$2841000.00
-40.6%
AI infrastructure build-out requires memory chips first and foremost. Data center spending by Google, Microsoft, Meta, Amazon directly benefits the three major memory makers—Samsung Electronics, SK Hynix, and Micron. This 'M3' thematic is the strongest AI trade with surging demand and tight supply.
AI Memory
Long
Jun 19
$367000.00
-28.7%
AI infrastructure build-out requires memory chips first and foremost. Data center spending by Google, Microsoft, Meta, Amazon directly benefits the three major memory makers—Samsung Electronics, SK Hynix, and Micron. This 'M3' thematic is the strongest AI trade with surging demand and tight supply.
AI Memory
Long
Jun 19
$1133.99
-14.3%
AI infrastructure build-out requires memory chips first and foremost. Data center spending by Google, Microsoft, Meta, Amazon directly benefits the three major memory makers—Samsung Electronics, SK Hynix, and Micron. This 'M3' thematic is the strongest AI trade with surging demand and tight supply.
AI Memory
Long
May 21
$1191000.00
+11.7%
Samsung Electro-Mechanics secured a massive 1.5 trillion won silicon capacitor supply deal (likely with Marvell). This is a next-generation product that reduces power loss and heat, and the order size indicates a major inflection point. The stock is re-rating strongly and has more upside as earnings proof arrives.
AI Hardware
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Kwon Soon-ho has 9 trade ideas tracked on Buzzberg across 9 tickers since May 2026. Ranked #1063 on the Buzzberg Alpha leaderboard. Most covered: MU, 000660.KS, 005930.KS.
