Calls
4
Park Joon-young
CEO
Win Rate
100.0%
return
+18.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 30
$436.45
+25.2%
US semiconductor equipment stocks (top-tier players like ASML, Applied Materials, Lam Research, KLA) have fallen sharply and are now attractively priced given their monopolistic positions and the upcoming ramp in global memory capex. He suggests that these names offer a better near-term risk/reward than some Korean equipment peers in the current environment.
Foundry Equipment
Long
Jul 30
$1550.69
+10.1%
US semiconductor equipment stocks (top-tier players like ASML, Applied Materials, Lam Research, KLA) have fallen sharply and are now attractively priced given their monopolistic positions and the upcoming ramp in global memory capex. He suggests that these names offer a better near-term risk/reward than some Korean equipment peers in the current environment.
Foundry Equipment
Long
Jul 30
$170.19
+14.6%
US semiconductor equipment stocks (top-tier players like ASML, Applied Materials, Lam Research, KLA) have fallen sharply and are now attractively priced given their monopolistic positions and the upcoming ramp in global memory capex. He suggests that these names offer a better near-term risk/reward than some Korean equipment peers in the current environment.
Foundry Equipment
Long
Jul 30
$252.35
+25.7%
US semiconductor equipment stocks (top-tier players like ASML, Applied Materials, Lam Research, KLA) have fallen sharply and are now attractively priced given their monopolistic positions and the upcoming ramp in global memory capex. He suggests that these names offer a better near-term risk/reward than some Korean equipment peers in the current environment.
Foundry Equipment
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Park Joon-young has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: ASML, AMAT, LRCX.
