Calls
2
Tom Kang
Head of Content, Messari
Win Rate
0.0%
return
-18.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 21
$297500.00
-9.2%
Memory market prices are still rising, Q2 likely even better, and Samsung's profit will break records with demand strong and new factories coming online next year. The labor deal removes a risk and the memory boom should continue throughout the year.
AI Memory
Long
Jun 30
$2634000.00
-27.4%
Samsung and SK Hynix have secured long-term contracts with key clients who pay upfront to secure capacity, providing at least two years of demand visibility and making their investments safer despite oversupply risks.
AI Memory
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Tom Kang has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: 005930.KS, 000660.KS.
