Сигналы
10
#1164
Альфа-оценка 5.7
Park Jun-young
CEO, Hanbando
Винрейт
20.0%
доходность
-13.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
27 мая
$2279000.00
-25.9%
The traditional semiconductor cycle is broken or has become an ultra-long cycle because AI has turned memory into a performance necessity, not an optional component. Big tech demand is structural, supply takes 22+ months to increase, and memory now accounts for 30% of GPU cost (up from 15%). This structural shift supports sustained earnings and higher valuations. Korean memory makers Samsung Electronics and SK Hynix are direct beneficiaries.
Память для ИИ
Лонг
27 мая
$309250.00
-15.4%
The traditional semiconductor cycle is broken or has become an ultra-long cycle because AI has turned memory into a performance necessity, not an optional component. Big tech demand is structural, supply takes 22+ months to increase, and memory now accounts for 30% of GPU cost (up from 15%). This structural shift supports sustained earnings and higher valuations. Korean memory makers Samsung Electronics and SK Hynix are direct beneficiaries.
Память для ИИ
Лонг
07 июл
$72300.00
-64.8%
From October onward, Korean semiconductor parts and consumables companies like KoMiCo (cleaning) and ISC (sockets) will see increased demand as new wafer capacity ramps up. This is a direct beneficiary play on the expansion cycle.
Производство/оборудование
Лонг
07 июл
$70320.00
-21.1%
Global semiconductor equipment leaders such as Applied Materials, Lam Research, Tokyo Electron, ASML, and KLA are near-monopolies in their segments. They provide peace of mind and are well-positioned to benefit from the ongoing semiconductor capex cycle, making them comfortable long-term holdings.
Производство/оборудование
Лонг
07 июл
$592.79
-17.6%
Global semiconductor equipment leaders such as Applied Materials, Lam Research, Tokyo Electron, ASML, and KLA are near-monopolies in their segments. They provide peace of mind and are well-positioned to benefit from the ongoing semiconductor capex cycle, making them comfortable long-term holdings.
Производство/оборудование
Лонг
07 июл
$1825.07
-2.7%
Global semiconductor equipment leaders such as Applied Materials, Lam Research, Tokyo Electron, ASML, and KLA are near-monopolies in their segments. They provide peace of mind and are well-positioned to benefit from the ongoing semiconductor capex cycle, making them comfortable long-term holdings.
Производство/оборудование
Лонг
07 июл
$233.31
-19.2%
Global semiconductor equipment leaders such as Applied Materials, Lam Research, Tokyo Electron, ASML, and KLA are near-monopolies in their segments. They provide peace of mind and are well-positioned to benefit from the ongoing semiconductor capex cycle, making them comfortable long-term holdings.
Производство/оборудование
Лонг
07 июл
$350.20
-8.6%
Global semiconductor equipment leaders such as Applied Materials, Lam Research, Tokyo Electron, ASML, and KLA are near-monopolies in their segments. They provide peace of mind and are well-positioned to benefit from the ongoing semiconductor capex cycle, making them comfortable long-term holdings.
Производство/оборудование
Лонг
30 июл
$739.00
+31.5%
The memory semiconductor upcycle will continue until 2028 without special disruption. Memory has become essential, not optional, in the AI era, driven by HBM requirements alongside GPUs. Supply is constrained because new wafer capacity comes online only around end of next year, while demand growth keeps prices elevated. The traditional memory cycle is moderating structurally, and memory companies must show long term contracts to re-rate.
Память для ИИ
Лонг
07 июл
$149700.00
+10.1%
From October onward, Korean semiconductor parts and consumables companies like KoMiCo (cleaning) and ISC (sockets) will see increased demand as new wafer capacity ramps up. This is a direct beneficiary play on the expansion cycle.
Производство/оборудование
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У Park Jun-young на Buzzberg отслеживается 10 торговых идей по 10 тикерам с мая 2026. #1164 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 005930.KS, 000660.KS, AMAT.
