Сигналы
4
Park Joon-young
CEO
Винрейт
100.0%
доходность
+18.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
30 июл
$436.45
+25.2%
US semiconductor equipment stocks (top-tier players like ASML, Applied Materials, Lam Research, KLA) have fallen sharply and are now attractively priced given their monopolistic positions and the upcoming ramp in global memory capex. He suggests that these names offer a better near-term risk/reward than some Korean equipment peers in the current environment.
Производство/оборудование
Лонг
30 июл
$1550.69
+10.1%
US semiconductor equipment stocks (top-tier players like ASML, Applied Materials, Lam Research, KLA) have fallen sharply and are now attractively priced given their monopolistic positions and the upcoming ramp in global memory capex. He suggests that these names offer a better near-term risk/reward than some Korean equipment peers in the current environment.
Производство/оборудование
Лонг
30 июл
$170.19
+14.6%
US semiconductor equipment stocks (top-tier players like ASML, Applied Materials, Lam Research, KLA) have fallen sharply and are now attractively priced given their monopolistic positions and the upcoming ramp in global memory capex. He suggests that these names offer a better near-term risk/reward than some Korean equipment peers in the current environment.
Производство/оборудование
Лонг
30 июл
$252.35
+25.7%
US semiconductor equipment stocks (top-tier players like ASML, Applied Materials, Lam Research, KLA) have fallen sharply and are now attractively priced given their monopolistic positions and the upcoming ramp in global memory capex. He suggests that these names offer a better near-term risk/reward than some Korean equipment peers in the current environment.
Производство/оборудование
Показано 4 из 4 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Park Joon-young на Buzzberg отслеживается 4 торговых идей по 4 тикерам с июля 2026. Чаще всего покрывает: ASML, AMAT, LRCX.
