Сигналы
73
#1133
Альфа-оценка 1.3
Kim Hyeong-cheol
CEO, Исследовательский институт Kim Hyung-chul
Винрейт
32.9%
доходность
-10.0%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
02 июн
$305.25
-1.2%
Apple is the structural winner in on-device AI because it controls the hardware (custom M-chips) and the consumer device ecosystem (iPhone). When the market rotates toward on-device AI, Apple's platform dominance and pullback offer a buying opportunity.
Оборудование для ИИ
Лонг
12 мая
$295500.00
-29.3%
Power equipment stocks like LS Electric and Sanil Electric have pulled back after a strong run, but demand from data center and grid investment remains intact. Valuations are high but earnings momentum supports. A dip toward key moving averages presents a tactical buying opportunity.
Энергосетевое оборудование
Лонг
11 мая
$1904000.00
-20.9%
Samsung Electronics and SK Hynix remain cheap on a forward P/E basis (around 6x) compared to US peers like Micron and SanDisk, and despite rapid price increases, the earnings momentum is intact and likely to extend into next year. He estimates they could rise 50-70% further, possibly doubling, and advises holding until earnings estimates peak, not selling now. A short squeeze would be a short-term peak, but that is not here yet.
Память для ИИ
Лонг
11 мая
$284250.00
-10.1%
Samsung Electronics and SK Hynix remain cheap on a forward P/E basis (around 6x) compared to US peers like Micron and SanDisk, and despite rapid price increases, the earnings momentum is intact and likely to extend into next year. He estimates they could rise 50-70% further, possibly doubling, and advises holding until earnings estimates peak, not selling now. A short squeeze would be a short-term peak, but that is not here yet.
Память для ИИ
Лонг
13 июл
$754.95
+2.3%
Q2 earnings growth for the S&P 500 is expected to be around 23% YoY, with the technology and energy sectors showing high upside potential according to analysts.
Фондовые индексы
Лонг
01 июл
$1061000.00
-27.1%
Power equipment stocks like GE Vernova, LS ELECTRIC, HD Hyundai Electric, and Hyosung Heavy Industries are attractive. Whenever their P/E drops below 30x, institutional buying steps in. LS ELECTRIC looks the strongest technically.
Энергосетевое оборудование
Лонг
01 июл
$3871000.00
-25.3%
Power equipment stocks like GE Vernova, LS ELECTRIC, HD Hyundai Electric, and Hyosung Heavy Industries are attractive. Whenever their P/E drops below 30x, institutional buying steps in. LS ELECTRIC looks the strongest technically.
Энергосетевое оборудование
Лонг
11 авг
$312.08
+5.9%
Energy companies like Valero Energy are attractive as geopolitical tensions in the Middle East and historically low US strategic petroleum reserves continue to support oil prices.
Нефть и газ
Лонг
10 авг
$137100.00
+4.0%
U.S. refining stocks are making new highs, and the strength is flowing into Korean refiners such as GS Holdings and S‑Oil. Rising oil prices combined with strong product margins support further earnings momentum. GS and S‑Oil are the most direct plays.
Нефть и газ
Лонг
10 авг
$95500.00
+5.8%
U.S. refining stocks are making new highs, and the strength is flowing into Korean refiners such as GS Holdings and S‑Oil. Rising oil prices combined with strong product margins support further earnings momentum. GS and S‑Oil are the most direct plays.
Строительство/инфраструктура
Лонг
10 авг
$233.93
+2.7%
Data‑centric AI names like Datadog and Snowflake sold off after earnings but are now attractive buys on weakness. AI initiatives ultimately require high‑quality data, making these platforms long‑term winners. Accumulate on pullbacks.
ПО для ИИ
Лонг
10 авг
$330.49
+0.2%
Data‑centric AI names like Datadog and Snowflake sold off after earnings but are now attractive buys on weakness. AI initiatives ultimately require high‑quality data, making these platforms long‑term winners. Accumulate on pullbacks.
ПО для ИИ
Лонг
05 авг
$159.89
+4.6%
US restrictions on Chinese optical transceivers due to security concerns will directly benefit US optical communication companies.
ИИ-фотоника
Лонг
01 июл
$1064.90
-19.6%
Caterpillar is hitting new highs on the simple but powerful idea that building massive AI data centers requires digging the ground.
Строительство/инфраструктура
Лонг
01 июл
$101.65
-20.5%
The aerospace sector is gaining momentum as companies like Rocket Lab acquire satellite communication firms to offer subscription services, similar to Starlink's model. NASA's lunar mission selections also provide a catalyst.
Космос
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У Kim Hyeong-cheol на Buzzberg отслеживается 73 торговых идей по 72 тикерам с мая 2026. винрейт 33% по 73 оцененным сигналам, средняя доходность -10.0%. #1133 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 000660.KS, 010120.KS, 005930.KS.
