Calls
2
Seo Hyeong
Assistant Manager
Win Rate
50.0%
return
-1.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 14
$411.81
-17.0%
Bank of America raised Coherent's target to $400 from $365, driven by AI optical market growth and CEO participation in the China summit. The AI optical segment is expected to expand significantly, and Coherent is a key beneficiary.
AI Photonics
Long
May 14
$802.50
+13.9%
Bank of America raised Micron's price target to $950 from $500, citing HBM demand surge and structural supply tightness. Memory supply expansion is constrained by capital, power, and geopolitical factors, while memory content per device triples by 2030, ensuring supplier pricing power. Supply tightness will persist until at least 2028, supporting Micron's earnings.
AI Memory
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Seo Hyeong has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: MU, COHR.
