Сигналы
3
Kim Tae-hyun
Manager, Section Chief
Винрейт
33.3%
доходность
-9.9%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
02 июл
$143000.00
-15.6%
Massive DRAM capacity expansion plans by Samsung and SK hynix will drive strong demand for semiconductor equipment. Wonik IPS (front-end equipment), PSK (memory process equipment), and HPSP (high-pressure anneal for DRAM) are early beneficiaries with growing order momentum, making them attractive plays on the memory capex cycle.
Производство/оборудование
Лонг
02 июл
$138500.00
-21.1%
Massive DRAM capacity expansion plans by Samsung and SK hynix will drive strong demand for semiconductor equipment. Wonik IPS (front-end equipment), PSK (memory process equipment), and HPSP (high-pressure anneal for DRAM) are early beneficiaries with growing order momentum, making them attractive plays on the memory capex cycle.
Производство/оборудование
Лонг
02 июл
$45400.00
+6.8%
Massive DRAM capacity expansion plans by Samsung and SK hynix will drive strong demand for semiconductor equipment. Wonik IPS (front-end equipment), PSK (memory process equipment), and HPSP (high-pressure anneal for DRAM) are early beneficiaries with growing order momentum, making them attractive plays on the memory capex cycle.
Производство/оборудование
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У Kim Tae-hyun на Buzzberg отслеживается 3 торговых идей по 3 тикерам с июля 2026. Чаще всего покрывает: 403870.KQ, 031980.KQ, 240810.KQ.
