Calls
256
#1097
Alpha Score 0.0
Lee Ju-hyeon
Director, Xangle
Win Rate
22.7%
return
-16.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 01
$1447000.00
+15.4%
Big Tech capital expenditure is being revalued from a cost to core capital, with Alphabet and other hyperscalers signaling continued massive investment. Memory semiconductor supply is tight (confirmed by Alphabet's CEO and CFO) and HBM demand is structural, not cyclical. Samsung Electronics and SK hynix have secured long-term supply agreements (LTA), and their profitability is improving. Supply deficits will persist into next year, extending the semiconductor supercycle.
AI Memory
Long
May 01
$232500.00
+6.9%
Big Tech capital expenditure is being revalued from a cost to core capital, with Alphabet and other hyperscalers signaling continued massive investment. Memory semiconductor supply is tight (confirmed by Alphabet's CEO and CFO) and HBM demand is structural, not cyclical. Samsung Electronics and SK hynix have secured long-term supply agreements (LTA), and their profitability is improving. Supply deficits will persist into next year, extending the semiconductor supercycle.
AI Memory
Long
May 09
$190.20
-10.6%
KOSPI's forward PER is around 8x, near the historical low, meaning the index is extremely undervalued. With semiconductor momentum and possible foreign inflows from US-Iran talks and Goldman Sachs' 9000 target, reaching 8000 is highly likely next week.
Equity Indexes
Long
May 01
$539000.00
-24.0%
Hyundai Motor is transitioning from a hardware-oriented automaker to a software-defined vehicle (SDV) platform company, evidenced by its new 'Pleos Connect' infotainment system. The shift will enable recurring software/subscription revenue, a Tesla-inspired approach with improved physical controls. Although the stock is slow and overlooked, the direction is clear and the company historically rallies quietly after accumulation. Patience is warranted.
Autos & EV
Long
May 02
$378000.00
-46.3%
Semiconductor equipment and material stocks have risen but on pullbacks they become buying opportunities because order momentum and capex cycle are accelerating. Specific name: Hanmi Semiconductor.
Foundry Equipment
Long
May 07
$370000.00
-12.8%
Reconstruction plays: Hyundai E&C and Samsung E&A are direct beneficiaries of expected Middle East infrastructure contracts once the war ends. They have been consolidating and offer a good risk/reward.
Construction & Infrastructure
Long
May 23
$1330000.00
-0.5%
MLCC (Multi-Layer Ceramic Capacitor) stocks are benefiting from high factory utilization and rising average selling prices as demand from AI servers, smartphones, and automotive outpaces supply. Samsung Electro-Mechanics, LG InnoTek, and Amotech are the key names, with Samsung Electro-Mechanics being the safest leader in the space.
AI Hardware
Long
May 06
$315500.00
-37.6%
The US ban on Chinese inverters will boost Korean power equipment makers LS Electric, HD Hyundai Electric, and SNT Motiv as they replace Chinese market share.
Grid Equipment
Long
May 27
$111200.00
-31.7%
Doosan Enerbility is the top beneficiary of the US push to accelerate SMR (Small Modular Reactor) licensing. The NRC reform announcement and Trump's goal to quadruple nuclear capacity by 2050 provide strong tailwinds. The company has a large order backlog and is well-positioned in nuclear and gas turbine markets.
Grid Equipment
Long
May 02
$154000.00
-15.8%
Korean auto stocks like Hyundai and Kia have not risen much compared to other sectors. US raising EU auto tariffs to 25% gives Korean automakers a relative price advantage. Even if Korea is targeted, downside is limited because they haven't rallied.
Autos & EV
Long
Jun 17
$354000.00
-24.6%
Alteogen is the key leader stock needed to revive the KOSDAQ pharma/bio sector; its potential KOSPI transfer cancellation would keep it on KOSDAQ with high tier status, attracting passive funds and driving a broader biotech rebound, supported by upcoming Bio USA catalysts.
Pharma & Biotech
Long
Jun 02
$260000.00
-11.0%
NVIDIA CEO Jensen Huang specifically praised NAVER as Korea's leading AI cloud success story and a proof case for NVIDIA's digital twin / AI factory infrastructure. NAVER's stock surged 26% and is now testing the strong 300,000 won resistance level. If it breaks above, further upside to 350,000 and 400,000 won is likely. The fundamental catalyst from NVIDIA's endorsement provides a differentiated edge.
Internet Platforms
Long
May 09
$678000.00
-38.1%
Lithium carbonate futures have broken above 200,000 yuan, signaling a rally in lithium prices. Secondary battery stocks like Samsung SDI and LG Energy Solution have strong earnings expectations and any pullback is a dip-buying opportunity.
Batteries & Storage
Long
Jun 10
$41300.00
-3.5%
Hanwha Solutions and CS Wind are attractive long-term energy plays as they have reached undervalued price levels while government policy momentum remains intact.
Grid Equipment
Long
May 30
$122300.00
-28.5%
South Korea is holding follow-up talks on nuclear submarines and nuclear energy agreements next week, which will benefit shipbuilding and defense stocks. Hyundai Heavy Industries, Hanwha Ocean, and Doosan Energy are the primary beneficiaries. This is a near-term catalyst that is likely to sustain momentum in the shipbuilding sector.
Shipbuilding
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Lee Ju-hyeon has 256 trade ideas tracked on Buzzberg across 256 tickers since May 2026. Win rate 23% across 256 evaluated calls, average return -16.7%. Ranked #1097 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, EWY.
