Сигналы
3
Sanjeev Rana
Head of Korea Research, CLSA
Винрейт
0.0%
доходность
-34.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
25 июн
$2952000.00
-48.9%
Memory chip stocks (Micron, Samsung, SK Hynix) are still trading at single-digit PEs while other semiconductor stocks trade at 15-40x. AI has transformed memory demand from cyclical to structural, long-term customer contracts with strict penalties provide visibility and smooth cycles, and near-term memory prices are rising. This should drive a re-rating to 15-20x PE, implying significant upside.
Память для ИИ
Лонг
25 июн
$358000.00
-28.6%
Memory chip stocks (Micron, Samsung, SK Hynix) are still trading at single-digit PEs while other semiconductor stocks trade at 15-40x. AI has transformed memory demand from cyclical to structural, long-term customer contracts with strict penalties provide visibility and smooth cycles, and near-term memory prices are rising. This should drive a re-rating to 15-20x PE, implying significant upside.
Память для ИИ
Лонг
25 июн
$1236.28
-26.1%
Memory chip stocks (Micron, Samsung, SK Hynix) are still trading at single-digit PEs while other semiconductor stocks trade at 15-40x. AI has transformed memory demand from cyclical to structural, long-term customer contracts with strict penalties provide visibility and smooth cycles, and near-term memory prices are rising. This should drive a re-rating to 15-20x PE, implying significant upside.
Память для ИИ
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У Sanjeev Rana на Buzzberg отслеживается 3 торговых идей по 3 тикерам с июня 2026. Чаще всего покрывает: 000660.KS, MU, 005930.KS.
