Сигналы
35
#1119
Альфа-оценка 2.1
Kim Young-cheol
Генеральный директор
Винрейт
28.6%
доходность
-12.7%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
09 июн
$306000.00
-21.7%
Samsung Electronics and SK Hynix are the cheapest stocks in the market with PER around 6-7x, yet have the strongest earnings growth. Sector rotation always starts with them after a selloff, making them the safest and most attractive buys for a rebound.
Память для ИИ
Лонг
22 мая
$646000.00
-37.6%
Hyundai Motor is extremely cheap at 16x P/E with a robotics growth catalyst (humanoid robots), while global peers like Tesla trade at over 100x, indicating substantial re-rating potential.
Авто/EV
Лонг
14 мая
$290500.00
-30.1%
Power equipment names like LS Electric and Hyundai Electric are positioned for data center and AI infrastructure demand, and the recent pullback is a buying opportunity.
Энергосетевое оборудование
Лонг
14 мая
$1300000.00
-43.2%
Power equipment names like LS Electric and Hyundai Electric are positioned for data center and AI infrastructure demand, and the recent pullback is a buying opportunity.
Энергосетевое оборудование
Лонг
04 авг
$303.42
+0.5%
Apple and Google possess massive user data, are indispensable for AI agents and smartphones, and generate enormous cash flows. Their stocks repeatedly bounce back from dips. Buying when sentiment is negative and they are mocked generates reliable returns.
Оборудование для ИИ
Лонг
04 авг
$373.51
-7.6%
Apple and Google possess massive user data, are indispensable for AI agents and smartphones, and generate enormous cash flows. Their stocks repeatedly bounce back from dips. Buying when sentiment is negative and they are mocked generates reliable returns.
Гиперскейлеры
Лонг
09 июн
$2034000.00
-29.9%
Samsung Electronics and SK Hynix are the cheapest stocks in the market with PER around 6-7x, yet have the strongest earnings growth. Sector rotation always starts with them after a selloff, making them the safest and most attractive buys for a rebound.
Память для ИИ
Лонг
27 мая
$324500.00
-34.4%
Hanmi Semiconductor is the dominant supplier of TC bonders for HBM and now for HBF (NAND stacking). The recent confirmation of HBF TC bonder production removes uncertainty and positions the company for strong demand from memory manufacturers. Despite recent earnings miss, the stock is expected to reach new highs.
Производство/оборудование
Лонг
14 мая
$748000.00
-25.8%
LG Innotek benefits from the robotics and physical AI theme because its camera modules are essential for vision systems, and with supply chain security concerns, Chinese alternatives are avoided.
ИИ-фотоника
Лонг
07 авг
$499.99
+0.4%
Microsoft is well-positioned as the market shifts focus from AI hardware to software monetization. It already owns widely used productivity software (Office, Powerpoint, Excel) where AI can be integrated, and strong earnings plus a deep correction create a potential turning point. The market expects Microsoft to be a leader in service-layer AI.
Гиперскейлеры
Лонг
06 авг
$1169.86
+4.0%
Eli Lilly is a strong US pharmaceutical company whose GLP-1 obesity drug franchise is expanding into diabetes, cardiovascular and other indications. It is a long-duration growth story that continues to deliver earnings beats, unlike European rival Novo Nordisk due to US home-market advantage.
GLP-1 / Ожирение
Лонг
04 авг
$275.65
-10.4%
AI adoption accelerates and the value shifts from infrastructure to data. Companies that manage, analyze or provide quality data will see surging demand. Snowflake and Datadog are well positioned to benefit, and their earnings growth should support continued stock strength.
ПО для ИИ
Лонг
04 авг
$238.03
+1.3%
First Solar has corrected significantly from its highs. Solar energy remains a long-term growth sector supported by extreme weather events and the expansion of data centers. First Solar is worth accumulating on pullbacks.
Чистая энергетика
Лонг
04 авг
$225.31
+5.8%
Quantum computing technology is advancing and IBM is the leading player that can pull the sector along. IBM is the big-cap anchor stock that will drive quantum computing adoption and related mid-/small-cap momentum.
ПО для ИИ
Лонг
04 авг
$312.73
+6.8%
AI adoption accelerates and the value shifts from infrastructure to data. Companies that manage, analyze or provide quality data will see surging demand. Snowflake and Datadog are well positioned to benefit, and their earnings growth should support continued stock strength.
ПО для ИИ
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У Kim Young-cheol на Buzzberg отслеживается 35 торговых идей по 35 тикерам с мая 2026. винрейт 29% по 35 оцененным сигналам, средняя доходность -12.7%. #1119 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 005930.KS, 005380.KS, 267260.KS.
