#1016 Alpha Score 15.5

Hae-soo Pro

Pro
· tracked since Aug 2026
1016
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Alpha Score 15.5
Calls
12
Win Rate
16.7%
return
-3.9%
Calls 12 2 Posts tracked · 0.5/day
Calls
7d 12
30d 12
90d 12
Best Calls
XLV Long +3.1%
XLP Long +0.4%
Worst Calls
WDC Long -13.9%
AMAT Long -8.1%
LRCX Long -7.5%
Most Mentioned
AAPL ×1
XLF ×1
MU ×1
Recent Calls
XLF Long 3 days ago
XLE Long 3 days ago
XLP Long 3 days ago
Win Rate 17% Long 12 Short 0
Win Rate
7d
30d
90d
Average Return -3.9% Long Return -3.9% Short Return -
Average Return
7d
30d
90d
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Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 19
$310.03
-0.1%
Lower capex burden provides resilience against high rates.
Apple is relatively resilient amid rising long-term treasury yields because it has lower capital expenditure and borrowing burdens compared to other AI hyperscalers.
AI Hardware
Long
Aug 19
$63.68
-0.0%
High yields drive rotation into defensive sectors.
Defensive sectors like healthcare, consumer staples, energy, and financials are benefiting from capital rotation out of tech stocks due to high long-term treasury yields.
Thematic ETFs
Long
Aug 19
$57.84
-0.6%
High yields drive rotation into defensive sectors.
Defensive sectors like healthcare, consumer staples, energy, and financials are benefiting from capital rotation out of tech stocks due to high long-term treasury yields.
Thematic ETFs
Long
Aug 19
$85.58
+0.4%
High yields drive rotation into defensive sectors.
Defensive sectors like healthcare, consumer staples, energy, and financials are benefiting from capital rotation out of tech stocks due to high long-term treasury yields.
Thematic ETFs
Long
Aug 19
$169.73
+3.1%
High yields drive rotation into defensive sectors.
Defensive sectors like healthcare, consumer staples, energy, and financials are benefiting from capital rotation out of tech stocks due to high long-term treasury yields.
Thematic ETFs
Long
Aug 18
$1770000.00
-2.3%
Strong AI revenues drive memory semiconductor demand.
Memory semiconductor companies are rallying because strong AI service revenue run-rates from companies like Anthropic signal that hyperscalers will continue to aggressively purchase data center chips and memory to support AI monetization.
AI Memory
Long
Aug 18
$535.31
-8.1%
Memory profit growth drives equipment investment.
Semiconductor equipment manufacturers are expected to benefit directly as the improving profitability of memory semiconductor companies translates into increased capital expenditures and equipment investments.
Foundry Equipment
Long
Aug 18
$507.90
-7.0%
AMD benefits from Google collaboration and bonds.
AMD is seeing strong upward momentum driven by market speculation of a potential collaboration with Google on the next-generation TPU (V10 project) and a highly successful $4.75 billion corporate bond issuance, which demonstrated strong market confidence in its AI infrastructure role.
AI Compute
Long
Aug 18
$1865.02
-5.4%
Memory profit growth drives equipment investment.
Semiconductor equipment manufacturers are expected to benefit directly as the improving profitability of memory semiconductor companies translates into increased capital expenditures and equipment investments.
Foundry Equipment
Long
Aug 18
$340.67
-7.5%
Memory profit growth drives equipment investment.
Semiconductor equipment manufacturers are expected to benefit directly as the improving profitability of memory semiconductor companies translates into increased capital expenditures and equipment investments.
Foundry Equipment
Long
Aug 18
$1017.19
-5.2%
Strong AI revenues drive memory semiconductor demand.
Memory semiconductor companies are rallying because strong AI service revenue run-rates from companies like Anthropic signal that hyperscalers will continue to aggressively purchase data center chips and memory to support AI monetization.
AI Memory
Long
Aug 18
$535.94
-13.9%
Strong AI revenues drive memory semiconductor demand.
Memory semiconductor companies are rallying because strong AI service revenue run-rates from companies like Anthropic signal that hyperscalers will continue to aggressively purchase data center chips and memory to support AI monetization.
AI Memory
Showing 12 of 12 calls · sorted by mentions

Hae-soo Pro has 12 trade ideas tracked on Buzzberg across 12 tickers since August 2026. Ranked #1016 on the Buzzberg Alpha leaderboard. Most covered: AAPL, XLF, MU.