Сигналы
19
#1123
Альфа-оценка 2.2
Ha Chang-bong
Генеральный директор
Винрейт
21.1%
доходность
-16.5%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
28 мая
$904.88
+1.0%
Micron Technology is a beneficiary of long-term memory demand. UBS raised its price target to $1,600 based on 2028 EPS estimates above $100, driven by long-term contracted supply agreements and AI growth.
Память для ИИ
Лонг
18 июн
$346250.00
-26.2%
Samsung Electronics побьет свой предыдущий максимум в 370 000 вон. Суперцикл на рынке памяти продолжается: предложение DRAM ограничено, Тим Кук из Apple предупреждает о повышении цен на продукцию из-за стоимости памяти, а форвардный показатель P/E остается низким на уровне 6,67x. Высокий спрос на ИИ и устойчивое восстановление прибыли способствуют росту котировок.
Память для ИИ
Лонг
16 июл
$50300.00
-5.0%
Companies like Gaonchips are benefiting from the broader trend of big tech companies developing their own custom AI chips.
ASIC для ИИ
Лонг
16 июл
$327.50
-7.9%
Apple's move to develop its own AI chips to reduce reliance on Nvidia is a positive catalyst for its stock, as it strengthens its internal hardware ecosystem.
Оборудование для ИИ
Лонг
16 июл
$254.96
+4.9%
Major US big tech companies are expected to significantly increase their capex in 2027-2028, keeping their earnings and investment expectations valid despite short-term market volatility.
Гиперскейлеры
Лонг
16 июл
$370.92
-7.4%
Major US big tech companies are expected to significantly increase their capex in 2027-2028, keeping their earnings and investment expectations valid despite short-term market volatility.
Гиперскейлеры
Лонг
16 июл
$681.31
-15.0%
Major US big tech companies are expected to significantly increase their capex in 2027-2028, keeping their earnings and investment expectations valid despite short-term market volatility.
Гиперскейлеры
Лонг
16 июл
$395.63
+24.1%
Major US big tech companies are expected to significantly increase their capex in 2027-2028, keeping their earnings and investment expectations valid despite short-term market volatility.
Гиперскейлеры
Лонг
09 июл
$110700.00
-7.3%
Broadcom's $30 billion deal with Apple brings attention to the substrate and PCB sector. When the sector rebounds, stocks that have fallen less and have less damaged charts, such as Simmtech and Gigavis, will face less resistance and rise faster than heavily damaged ones like Isu Petasys or Korea Circuit.
PCB/подложки
Лонг
09 июл
$150900.00
-22.0%
Broadcom's $30 billion deal with Apple brings attention to the substrate and PCB sector. When the sector rebounds, stocks that have fallen less and have less damaged charts, such as Simmtech and Gigavis, will face less resistance and rise faster than heavily damaged ones like Isu Petasys or Korea Circuit.
ASIC для ИИ
Лонг
02 июл
$238500.00
-12.4%
Power infrastructure is currently the strongest non-semiconductor sector. Super-high-voltage transformer and switchgear orders are at all-time highs, with Q1 operating profit up over 40% YoY. Amid market rotation, if these names pull back with the broad market, they offer a compelling buying opportunity. Key names are HD Hyundai Electric, Hyosung Heavy Industries, and LS Electric.
Энергосетевое оборудование
Лонг
02 июл
$935000.00
-17.3%
Power infrastructure is currently the strongest non-semiconductor sector. Super-high-voltage transformer and switchgear orders are at all-time highs, with Q1 operating profit up over 40% YoY. Amid market rotation, if these names pull back with the broad market, they offer a compelling buying opportunity. Key names are HD Hyundai Electric, Hyosung Heavy Industries, and LS Electric.
Энергосетевое оборудование
Лонг
02 июл
$3463000.00
-16.5%
Power infrastructure is currently the strongest non-semiconductor sector. Super-high-voltage transformer and switchgear orders are at all-time highs, with Q1 operating profit up over 40% YoY. Amid market rotation, if these names pull back with the broad market, they offer a compelling buying opportunity. Key names are HD Hyundai Electric, Hyosung Heavy Industries, and LS Electric.
Энергосетевое оборудование
Лонг
25 июн
$2824000.00
-46.6%
Micron disclosed 16 Strategic Customer Agreements (SCA), which are more binding than LTAs and lock in long-term revenue with floor prices, reducing cyclicality. This supports higher valuations for memory companies, making them more like TSMC, and Samsung and SK Hynix are expected to have similar contracts.
Память для ИИ
Лонг
28 мая
$39.90
-56.9%
Space stocks like Rocket Lab and Intuitive Machines will benefit from the upcoming SpaceX IPO. Inflows into space ETFs will increase even if individual weightings adjust, and the momentum should continue until the IPO.
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У Ha Chang-bong на Buzzberg отслеживается 19 торговых идей по 19 тикерам с мая 2026. винрейт 21% по 19 оцененным сигналам, средняя доходность -16.5%. #1123 в рейтинге Buzzberg Alpha. Чаще всего покрывает: MU, 005930.KS, MSFT.
