C

Choi Chang-gyu, Director

5.0 ★★★★★ Posted today
이사, NH투자증권
· tracked since May 2026
Follow Add thesis
Ideas 7
Long / short 7 L/0 S
Win rate -
Tracked posts 6 1.50/day
Avg return -
Long return -
Short return -
New ideas 7 last 30d
Most mentioned
Best trades
Loading live returns
Worst trades
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Pick return distribution

Live distribution of all picks with entry price. Right tail = home runs.
< -30%-30/-10-10/00/+20+20/+50+50/+100> +100%
Bottom 10%
-
Median
-
Top 10%
-

Average returns

first-opened thesis horizon: return + win-rate
7 days 0 eval.
-
L - S -
Win rate -
30 days 0 eval.
-
L - S -
Win rate -
90 days 0 eval.
-
L - S -
Win rate -
Closed-window returns from the first opened position per ticker/side. 90d = picks opened 90+ days ago
Result
Theme Stance
Ticker
Side
Theme
Entry
P&L
Thesis
First opened
Mentions
Source
INTC
Long
AI/Semi
$113.01
-
CPU demand surges in AI inference era.
May 07
YOUTUBE
009150.KS
Long
AI/Semi
$900000.00
-
AI inference benefits Samsung Electro-Mechanics, SK Square.
May 07
YOUTUBE
402340.KS
Long
Other
$1070000.00
-
AI inference benefits Samsung Electro-Mechanics, SK Square.
May 07
YOUTUBE
AMD
Long
AI/Semi
$421.39
-
AMD leads in CPU power efficiency.
May 07
YOUTUBE
NLR
Long
Energy
$141.16
-
Nuclear power needed for stable baseload.
May 06
YOUTUBE
005930.KS
Long
AI/Semi
$227000.00
-
Foreigners prefer Samsung over SK Hynix
May 03
YOUTUBE
ARM
Long
AI/Semi
$211.18
-
ARM architecture will dominate custom chips
May 03
YOUTUBE
Showing 7 of 7 picks · sorted by mentions