Calls
14
#795
Alpha Score 27.6
Oh Gi-seok
Asia Representative, REX Financial
Win Rate
50.0%
return
-2.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 17
$195.44
-40.7%
The SpaceX IPO float is only 4.9%, with staggered lock-ups. Several major indices (CRSP, FTSE Russell, MSCI) will include the stock in June–July, forcing passive funds to buy an estimated 30 trillion won worth, while institutional IPO investors are long-term holders unlikely to sell. This severe supply-demand imbalance creates a short-term upward pressure on the stock price, making it difficult for the price not to rise in the near term.
Space
Long
May 01
$232500.00
+6.9%
Memory semiconductor demand driven by AI infrastructure investment will continue for at least another 1-2 years. Big tech companies are cutting jobs to fund AI capex, and early success stories like Anthropic show that AI can generate revenue, supporting the memory cycle.
AI Memory
Long
May 01
$1447000.00
+15.4%
Memory semiconductor demand driven by AI infrastructure investment will continue for at least another 1-2 years. Big tech companies are cutting jobs to fund AI capex, and early success stories like Anthropic show that AI can generate revenue, supporting the memory cycle.
AI Memory
Long
May 01
$159.51
+6.6%
Foreign inflows into Korean equities will increase as global online brokerages (Interactive Brokers, Futu) start offering direct Korean stock trading, providing new demand and sustaining the market's momentum.
Equity Indexes
Long
May 01
$719.89
+7.3%
The seasonal 'Sell in May' adage is less relevant now; instead 'Buy in May' or 'Hold in May' is more appropriate because the Middle East war appears to be winding down (Trump's victory declaration), reducing negative catalysts compared to March.
Equity Indexes
Long
Jun 21
$294000.00
-31.0%
Hanmi Semiconductor invested approximately 50 billion KRW, a large portion of its 70 billion KRW equity, into SpaceX stock. This purchase may serve as an entry ticket to establish business ties with SpaceX, potentially opening collaboration opportunities in semiconductor equipment and allowing the company to benefit from SpaceX's growth.
Foundry Equipment
Long
Jun 18
$14.50
-26.6%
After SpaceX listed, investors sold other space-related stocks such as RedWire to raise funds to buy SpaceX, causing a temporary dip in those names. Some market participants are viewing this sell-off as a low-price buying opportunity.
Space
Long
Jun 01
$741.02
-2.4%
For general investors, 70-80% of a portfolio should be in index-type investments such as S&P 500, NASDAQ, or KOSPI to provide stable core exposure, while the remaining 20-30% can be allocated to thematic sectors as they appear attractive.
Equity Indexes
Long
May 03
$78278.00
-18.2%
Bitcoin has potential to rise 50% to 120k driven by regulatory clarity (Clarity Act) which could bring institutional investors and enable Bitcoin-backed loans, increasing its utility.
Crypto Assets
Long
May 03
$6.66
-4.1%
European defense sector is structurally favored due to NATO spending mandates and self-reliance trend; the EAD ETF offers exposure and has outperformed US defense.
Thematic ETFs
Short
May 03
$142.80
+19.5%
Oil prices will gradually decline due to OPEC's weakening power, increased US production, and UAE's exit from OPEC, reducing supply constraints and easing inflation pressure on the economy.
Commodities
Long
May 01
$278.73
+11.5%
Apple is well-positioned for a revival due to pent-up demand for a foldable iPhone, a loyal customer base, stable position in China despite tariffs, and a management change viewed positively. Selling Apple now is risky.
AI Hardware
Long
May 01
$38.52
+42.5%
Memory semiconductor demand driven by AI infrastructure investment will continue for at least another 1-2 years. Big tech companies are cutting jobs to fund AI capex, and early success stories like Anthropic show that AI can generate revenue, supporting the memory cycle.
Thematic ETFs
Long
May 01
$147.54
-22.1%
Oil prices will stay elevated for the next 4-5 months due to the prolonged Iran-Israel conflict and lack of damage to core production facilities, following Financial Times scenarios. High gasoline prices in the US add to inflation pressure.
Commodities
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Oh Gi-seok has 14 trade ideas tracked on Buzzberg across 13 tickers since May 2026. Ranked #795 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, SPCX, EWY.
