Calls
1
Daniel Kim
Head of Korea Research, Macquarie Capital
Win Rate
100.0%
return
+80.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 08
$139900.00
+80.5%
Samsung's preliminary Q4 profit was the highest for any 3M company, and the best is yet to come: a structural memory shortage should keep memory prices strong through 2026, drive more than 100 trillion won of net profit this year, and extend the memory upcycle for two to three years. Samsung trades around 10 times P/E, making it one of the cheapest AI tech supply-chain investments; price target 240,000.
AI Memory
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Daniel Kim has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: 005930.KS.
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
