Сигналы
4
Kim Taeyeon
Manager, Hana Securities Yongsan WM Center
Винрейт
25.0%
доходность
-15.2%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
02 июл
$2409000.00
-29.9%
The recent market correction has affected leading AI stocks Samsung Electronics and SK Hynix, but they remain dominant AI plays. The speaker suggests gradually buying into the correction, noting that the broader AI theme is intact and that the stocks have pulled back from highs, creating an entry opportunity for those who missed earlier rallies.
Память для ИИ
Лонг
02 июл
$299750.00
-12.8%
The recent market correction has affected leading AI stocks Samsung Electronics and SK Hynix, but they remain dominant AI plays. The speaker suggests gradually buying into the correction, noting that the broader AI theme is intact and that the stocks have pulled back from highs, creating an entry opportunity for those who missed earlier rallies.
Память для ИИ
Лонг
02 июл
$141800.00
-22.9%
Wonik IPS supplies equipment to both Samsung and SK Hynix, giving it broad exposure across the Korean semiconductor industry. This dual-supplier position makes it a beneficiary of the overall DRAM capex cycle.
Производство/оборудование
Лонг
02 июл
$46250.00
+4.9%
HPSP is currently more foundry-oriented but is moving into DRAM. As DRAM processes become finer, high-pressure hydrogen annealing equipment becomes necessary. The company has been testing the equipment for a long time and could start shipping to DRAM customers next year, offering a potential catalyst.
Производство/оборудование
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У Kim Taeyeon на Buzzberg отслеживается 4 торговых идей по 4 тикерам с июля 2026. Чаще всего покрывает: 000660.KS, 005930.KS, 403870.KQ.
