Calls
4
Ahn Ki-hyun
Executive Director, Korea Semiconductor Industry Association
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 27
$798500.00
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SK hynix is the HBM leader with 2026 supply sold out and strong pricing power. It is expanding HBM customers beyond Nvidia, including Microsoft's custom AI chip, and should benefit as HBM demand expands across new AI accelerators such as Broadcom and Google TPU.
AI Memory
Long
Jan 27
$158700.00
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Samsung is entering HBM in earnest by supplying Nvidia and AMD, breaking SK hynix's prior monopoly. It also benefits from legacy DRAM and NAND price increases, 2026 supply contracts, and potential operating profit above 100 trillion won as the memory upcycle broadens.
AI Memory
Long
Jan 27
$25.75
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Since late 2025, memory prices have risen across HBM and legacy DRAM and NAND due to supply shortage. 2026 supply is already contracted, suppliers have strong pricing power, DRAM contract prices are above $10 versus $3 to $4 cost and spot prices have exceeded $20 to $30, and NAND is also up sharply. The shortage supports memory prices and makers through 2027.
Metals & Mining
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Ahn Ki-hyun has 4 trade ideas tracked on Buzzberg across 9 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
