Calls
2
Lee Ji-won
CEO, Aurora Investment Advisory
Win Rate
100.0%
return
+13.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 28
$1567000.00
+7.7%
The massive sell-off in Samsung Electronics and SK Hynix is driven by forced liquidations and the speculative hype around China's CXMT IPO, not by deteriorating fundamentals. After CXMT profit-taking peaks, foreign capital will rotate back into Korean memory leaders within 1–2 weeks, triggering a sharp rebound. Extreme forward PERs of 3–4x and large put option selling signal a capitulation point. She personally added to her position today.
AI Memory
Long
Jul 28
$221000.00
+18.3%
The massive sell-off in Samsung Electronics and SK Hynix is driven by forced liquidations and the speculative hype around China's CXMT IPO, not by deteriorating fundamentals. After CXMT profit-taking peaks, foreign capital will rotate back into Korean memory leaders within 1–2 weeks, triggering a sharp rebound. Extreme forward PERs of 3–4x and large put option selling signal a capitulation point. She personally added to her position today.
AI Memory
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Lee Ji-won has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: 000660.KS, 005930.KS.
