Calls
4
Park Jung-ho
Professor, Myongji University
Win Rate
25.0%
return
-8.1%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 05
$2418000.00
-30.2%
Korean AI-related sectors (semiconductors, energy) continue to show strong earnings improvement and growth potential, while the rest of the real economy is extremely weak. Investors should focus on AI-linked Korean stocks rather than the broader market.
AI Memory
Long
Jul 05
$309750.00
-15.6%
Korean AI-related sectors (semiconductors, energy) continue to show strong earnings improvement and growth potential, while the rest of the real economy is extremely weak. Investors should focus on AI-linked Korean stocks rather than the broader market.
AI Memory
Long
Jul 06
$1011.00
-3.9%
Semiconductor companies are the essential 'pickaxes' for the AI industry, selling to all players regardless of which AI firm ultimately wins. They provide a hedging and risk-diversifying role within the AI buildout, with long-term contracts offering resilience. As the AI sector begins to differentiate into winners and losers, these semiconductor suppliers will benefit from demand from both sides.
AI Memory
Long
Jul 05
$94800.00
+17.3%
Energy is the next major bottleneck after semiconductors, driven by data center demand. SK Innovation holds a unique position with its SMR technology, overseas natural gas equity stakes, and battery integration, making it a key long-term beneficiary despite short-term financial challenges.
Clean Energy
Showing 4 of 4 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Park Jung-ho has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: 000660.KS, 005930.KS, MU.
