Calls
1
Steve Jang
Founder and Managing Partner, Kindred Ventures
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 29
$1404000.00
+18.9%
SK Hynix is the dominant HBM memory supplier with 65% market share, long-term contracts, and 80%+ gross margins. Demand from AI agents, autonomous driving, and robotics will grow 10x in 3-4 years. Competitors need 3-5 years to build comparable fabs, creating a durable moat. The recent sell-off on missed expectations is overdone relative to strong fundamentals.
AI Memory
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Steve Jang has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: 000660.KS.
