Calls
3
Moon Chul
Team Leader, Asset Strategy, Daishin Securities
Win Rate
0.0%
return
-1.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 22
$1861000.00
-1.7%
Samsung Electronics and SK Hynix are now trading at extremely attractive valuations with forward P/E under 10x. The global CTA hedge fund selling cycle in memory chips is nearly 80-90% complete, so further downside is limited. Earnings will continue to grow through next year, and the market's peak-out fears are emotional rather than fundamentally driven, creating a compelling accumulation opportunity at current levels.
AI Memory
Long
Jul 22
$264500.00
-1.5%
Samsung Electronics and SK Hynix are now trading at extremely attractive valuations with forward P/E under 10x. The global CTA hedge fund selling cycle in memory chips is nearly 80-90% complete, so further downside is limited. Earnings will continue to grow through next year, and the market's peak-out fears are emotional rather than fundamentally driven, creating a compelling accumulation opportunity at current levels.
AI Memory
Short
Jul 22
$132.86
-0.4%
The current geopolitical premium in oil is driven by the Iran conflict and Hormuz strait fears, but fundamentally the crude market remains in supply surplus. Once the war risk subsides, likely before the upcoming US election, WTI crude is expected to decline sharply toward $60 by September or October.
Commodities
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Moon Chul has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: BNO, 000660.KS, 005930.KS.
