Сигналы
5
#925
Альфа-оценка 16.3
Kim Dae-jun
Генеральный директор, TokenPost
Винрейт
40.0%
доходность
-14.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
02 мая
$223000.00
+3.4%
Samsung Electronics and SK Hynix are not at a peak because foreign ownership (which controls ~49% of shares) has limited selling pressure, and the strong Q1 earnings were not fully priced in as the market awaits Q2 earnings confirmation. Once Q2 earnings (expected around July) confirm sustained profit growth, the stocks should see a further leg up.
Память для ИИ
Лонг
03 мая
$191200.00
-25.8%
HD Hyundai Robotics is the largest domestic robotics company and will benefit from Samsung's investment in robotics as well as upcoming catalysts like Tesla's humanoid robot unveiling and other robotics IPOs in May-July. The sector is expected to gain momentum.
Строительство/инфраструктура
Лонг
02 мая
$1294000.00
+14.7%
Samsung Electronics and SK Hynix are not at a peak because foreign ownership (which controls ~49% of shares) has limited selling pressure, and the strong Q1 earnings were not fully priced in as the market awaits Q2 earnings confirmation. Once Q2 earnings (expected around July) confirm sustained profit growth, the stocks should see a further leg up.
Память для ИИ
Лонг
02 мая
$155800.00
-47.2%
The secondary battery sector is very positive into H2, but price action will be volatile with waves rather than a straight line. The recent lithium price breakout (to $20k/ton) favors material stocks over cell makers because materials companies benefit from inventory valuation gains. He recommends focusing on battery material stocks like Ecopro.
Батареи и накопители
Лонг
02 мая
$390.82
-18.1%
Tesla is currently basing around $350 after correcting from $500. It will eventually break above $500, but the catalyst (SpaceX, humanoid robot, AI design) will likely come around July-August. There is a time lag versus other big tech stocks, so patient positioning is required.
Авто/EV
Показано 5 из 5 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Kim Dae-jun на Buzzberg отслеживается 5 торговых идей по 5 тикерам с мая 2026. #925 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 005930.KS, TSLA, 000660.KS.
