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Park Jong-yeon
Director, IBK Pension Insurance Securities Operations
Винрейт
0.0%
доходность
-17.0%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
10 июл
$2225000.00
-24.1%
The AI and semiconductor cycle is still alive, not ending; the recent sell-off is a correction of an overextended stock price run, not a cycle peak. Micron's CEO confirmed long-term contracts and a supply deficit, memory prices are still rising quarter by quarter, and capacity additions take years. Samsung Electronics and SK hynix are the primary Korean beneficiaries, still cheap with strong earnings momentum, and remain must-own core positions despite short-term volatility from leverage ETF unwinding.
Память для ИИ
Лонг
10 июл
$290000.00
-9.8%
The AI and semiconductor cycle is still alive, not ending; the recent sell-off is a correction of an overextended stock price run, not a cycle peak. Micron's CEO confirmed long-term contracts and a supply deficit, memory prices are still rising quarter by quarter, and capacity additions take years. Samsung Electronics and SK hynix are the primary Korean beneficiaries, still cheap with strong earnings momentum, and remain must-own core positions despite short-term volatility from leverage ETF unwinding.
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У Park Jong-yeon на Buzzberg отслеживается 2 торговых идей по 2 тикерам с июля 2026. Чаще всего покрывает: 000660.KS, 005930.KS.
