Calls
4
Nam Seok-gwan
Chairman
Win Rate
0.0%
return
-9.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 21
$1948000.00
-13.3%
When the market corrects, such as during the March war-related downturn, buying a specific set of five semiconductor-heavy positions — SK Square, SK hynix, Samsung Electronics, the KODEX 200 Leverage ETF, and a Korea Semiconductor ETF — at the 60-day moving average is a proven winning strategy for retail investors. These names represent the core of the semiconductor bull market and have historically recovered strongly.
AI Memory
Long
May 21
$298750.00
-12.5%
When the market corrects, such as during the March war-related downturn, buying a specific set of five semiconductor-heavy positions — SK Square, SK hynix, Samsung Electronics, the KODEX 200 Leverage ETF, and a Korea Semiconductor ETF — at the 60-day moving average is a proven winning strategy for retail investors. These names represent the core of the semiconductor bull market and have historically recovered strongly.
AI Memory
Long
May 21
$1172000.00
-9.7%
When the market corrects, such as during the March war-related downturn, buying a specific set of five semiconductor-heavy positions — SK Square, SK hynix, Samsung Electronics, the KODEX 200 Leverage ETF, and a Korea Semiconductor ETF — at the 60-day moving average is a proven winning strategy for retail investors. These names represent the core of the semiconductor bull market and have historically recovered strongly.
Capital Markets
Long
May 24
$576.32
-1.5%
Semiconductors are the era central theme driving the Korean bull market. Retail investors should buy and hold the five vehicles he recommended in March, as they remain the best long-term holdings: Samsung Electronics, SK hynix, SK Square, a leveraged KOSPI ETF (KODEX Leverage), and a broad semiconductor ETF. Despite near-term volatility, these positions will recover and appreciate as the AI cycle continues.
Thematic ETFs
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Nam Seok-gwan has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: 000660.KS, 005930.KS, 402340.KS.
