Calls
1
Cho Hyun-seung
Research Fellow, Korea Institute for Industrial Economics and Trade (KIET)
Win Rate
100.0%
return
+16.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 23
$224750.00
+16.1%
TSMC capacity bottlenecks and US concerns about over-reliance on Taiwan are driving Nvidia and Tesla to place strategic orders with Samsung Foundry, including Nvidia's Groq chip and Tesla's 22 trillion won order; these wins validate Samsung as the only at-scale alternative foundry and open a new AI customer route, a major positive for its foundry business.
AI Memory
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Cho Hyun-seung has 1 trade ideas tracked on Buzzberg across 1 tickers since April 2026. Most covered: 005930.KS, KOREAN SEMICONDUCTOR INDUSTRY, HBM MEMORY SUPPLIERS.
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
