Сигналы
2
Lee Ji-won
CEO, Aurora Investment Advisory
Винрейт
100.0%
доходность
+13.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
28 июл
$1567000.00
+7.7%
The massive sell-off in Samsung Electronics and SK Hynix is driven by forced liquidations and the speculative hype around China's CXMT IPO, not by deteriorating fundamentals. After CXMT profit-taking peaks, foreign capital will rotate back into Korean memory leaders within 1–2 weeks, triggering a sharp rebound. Extreme forward PERs of 3–4x and large put option selling signal a capitulation point. She personally added to her position today.
Память для ИИ
Лонг
28 июл
$221000.00
+18.3%
The massive sell-off in Samsung Electronics and SK Hynix is driven by forced liquidations and the speculative hype around China's CXMT IPO, not by deteriorating fundamentals. After CXMT profit-taking peaks, foreign capital will rotate back into Korean memory leaders within 1–2 weeks, triggering a sharp rebound. Extreme forward PERs of 3–4x and large put option selling signal a capitulation point. She personally added to her position today.
Память для ИИ
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У Lee Ji-won на Buzzberg отслеживается 2 торговых идей по 2 тикерам с июля 2026. Чаще всего покрывает: 000660.KS, 005930.KS.
