Сигналы
8
#1211
Альфа-оценка 5.1
Kwak Young-hoon
CEO, Jukonome
Винрейт
0.0%
доходность
-20.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
15 мая
$1799000.00
-5.9%
SK Hynix is essential for AI/HBM demand exposure. Despite high volatility, it remains a core holding given the structural demand for AI memory. Investors should hold and consider adding on significant pullbacks.
Память для ИИ
Лонг
15 мая
$685000.00
-41.5%
Hyundai Motor is a long-term hold driven by favorable currency effects, strong hybrid sales, shareholder returns, and the Boston Dynamics listing catalyst. The stock still has upward potential and should be part of the core portfolio.
Авто/EV
Лонг
15 мая
$613000.00
-27.7%
Hyundai Mobis is tied to the Boston Dynamics listing and auto parts. It offers a relatively stable play on the robotics theme with less volatility. The upcoming JP Morgan technology conference and the spin-off event provide catalysts.
Авто/EV
Лонг
15 мая
$235000.00
-7.9%
LG Electronics is a key robotics play with expanding robot businesses, stable earnings, and a reasonable PBR. While short-term volatility is high due to recent rally, the long-term growth in home appliances, smart factory, and robotics makes it a solid pick.
Оборудование для ИИ
Лонг
15 мая
$268000.00
-2.6%
Samsung Electronics is a must-own despite recent weakness. The strike overhang and foreign selling are temporary; once the strike is resolved and foreign buying returns, the stock will rebound. Investors should allocate up to 20% of their portfolio, buying on dips.
Память для ИИ
Лонг
15 мая
$127400.00
-45.8%
Doosan Robotics is the protagonist of the day in the robot theme. As a leader in collaborative robots, it has strong momentum; if it dips early next week, buy on dips. The stock has room to run despite intraday volatility.
Робототехника
Лонг
15 мая
$141400.00
-9.3%
Hanwha has near-term upside from an upcoming spin-off event (trading suspension on June 29) but investors should partially take profits to raise cash. The stock is not overheated and has room to run until mid-June, but risk management suggests reducing exposure.
ВПК
Лонг
15 мая
$320000.00
-20.6%
Doosan Robotics is the leading collaborative robotics company. Today it was the standout stock with strong trading volume and price action. Investors can buy on dips as the robotics theme is gaining momentum and the stock has further upside.
Робототехника
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У Kwak Young-hoon на Buzzberg отслеживается 8 торговых идей по 8 тикерам с мая 2026. #1211 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 000660.KS, 066570.KS, 005380.KS.
