Calls
2
Seo Young-jae
Manager, NH Investment & Securities
Win Rate
100.0%
return
+7.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 31
$539.03
+9.4%
Meta is aggressively expanding its data center capacity (adding up to 7GW) to a scale comparable with leading cloud providers, but this growth is not yet priced in. Its core advertising business is thriving with AI-driven ad efficiency delivering 20%+ revenue growth, and the stock trades at under 20x P/E. Upcoming launch of Meta Compute cloud service could be a strong catalyst.
Hyperscalers
Long
Jul 31
$308.85
+5.4%
Tesla has sharply declined, but expectations for full self-driving and robotaxi are rising. The company guided aggressive Cybercab production targets of 125k-50k units per year, which, once deployed, could unlock robotaxi value and trigger a significant re-rating.
Autos & EV
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Seo Young-jae has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: META, TSLA, SMH.
