Сигналы
90
#990
Альфа-оценка 9.8
Kim Tae-seong
Руководитель подразделения, Xangle
Винрейт
36.0%
доходность
-3.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
06 мая
$169.42
+28.9%
The rise of multiple AI model providers (OpenAI, Anthropic, etc.) increases demand for ASICs. Broadcom and Marvell are top-tier ASIC designers whose customers are expanding rapidly. Their strong backlog and guidance justify ownership despite recent run-ups.
ASIC для ИИ
Лонг
13 мая
$268500.00
-7.4%
Samsung Electronics and SK Hynix are undervalued relative to Korean semiconductor equipment stocks, which have run up too far; rotate from equipment to these two.
Память для ИИ
Лонг
12 мая
$115.80
+46.5%
As AI adoption accelerates, cybersecurity needs grow. Fortinet, CrowdStrike, and Palo Alto are top players with strong technology and margins. Any sector-wide pullback provides a buying opportunity because their businesses are tied to expanding web platforms and AI agents.
Кибербезопасность
Лонг
12 мая
$213.51
+73.0%
As AI adoption accelerates, cybersecurity needs grow. Fortinet, CrowdStrike, and Palo Alto are top players with strong technology and margins. Any sector-wide pullback provides a buying opportunity because their businesses are tied to expanding web platforms and AI agents.
Кибербезопасность
Лонг
13 июл
$187800.00
+3.7%
Cosmetics ODM/OEM companies are benefiting from favorable exchange rates and strong Q2 earnings expectations, making them a top alternative if the tech sector rests.
Личная гигиена
Лонг
16 июл
$424000.00
-3.4%
The recent price drop in Hyundai Motor offers an attractive entry point for year-end, driven by its long-term potential in physical AI and robotics.
Авто/EV
Лонг
16 июн
$175300.00
+4.6%
The Trump administration is preparing a bill to allow automatic substitution of biosimilars to lower drug prices ahead of the midterm elections. This regulatory easing makes biosimilar companies like Samsung Biologics and Celltrion attractive alternatives if investors want to diversify away from tech stocks, supported by recent foreign inflows.
Фарма и биотех
Лонг
02 июн
$102400.00
-25.8%
Doosan Corp offers a buying opportunity on pullback. The group's semiconductor wafer investment (SK Siltron) and Doosan Robotics' humanoid robot momentum create a growth catalyst. A technical correction would be an attractive entry point.
Энергосетевое оборудование
Лонг
26 мая
$1482000.00
-10.7%
Samsung Electro-Mechanics is benefiting from AI-driven demand for MLCC, substrates, and silicon capacitors, with strong momentum and earnings growth.
Оборудование для ИИ
Лонг
20 мая
$1721000.00
-3.0%
The upcoming 2x leveraged ETF for Samsung Electronics and SK Hynix (listing on May 27) will create substantial demand. The best entry point is late Tuesday (May 26) afternoon, as ETF rebalancing flows should push the stocks higher.
Память для ИИ
Лонг
12 мая
$135.44
+55.9%
As AI adoption accelerates, cybersecurity needs grow. Fortinet, CrowdStrike, and Palo Alto are top players with strong technology and margins. Any sector-wide pullback provides a buying opportunity because their businesses are tied to expanding web platforms and AI agents.
Кибербезопасность
Лонг
06 мая
$140020.00
-18.2%
For investors who are undecided between Samsung and SK Hynix, the KODEX Semiconductor ETF provides diversified exposure to the entire Korean semiconductor ecosystem. It avoids single-stock risk while capturing the sector's strong momentum and undervaluation.
Тематические ETF
Лонг
30 июл
$305500.00
-4.6%
Amorepacific and LG H&H are successfully reducing their dependence on China while growing in North America and Europe. Amorepacific has shifted to functional and reasonable pricing, and LG H&H recently received its first analyst upgrades in four years.
Личная гигиена
Лонг
30 июл
$127500.00
+3.5%
Amorepacific and LG H&H are successfully reducing their dependence on China while growing in North America and Europe. Amorepacific has shifted to functional and reasonable pricing, and LG H&H recently received its first analyst upgrades in four years.
Личная гигиена
Лонг
29 июл
$76250.00
+42.7%
The US government's ban on Chinese humanoid and quadruped robots creates a direct opportunity for Korean robot companies to fill the void in the US market.
Робототехника
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У Kim Tae-seong на Buzzberg отслеживается 90 торговых идей по 90 тикерам с мая 2026. винрейт 36% по 89 оцененным сигналам, средняя доходность -3.4%. #990 в рейтинге Buzzberg Alpha. Чаще всего покрывает: MRVL, 005930.KS, PANW.
