Geon Taek-joong
Manager
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 19
$302500.00
-2.5%
Global memory capex expansion is accelerating, which will directly benefit semiconductor equipment makers. Although current valuations are high, buying into quality equipment names like Hanmi Semiconductor, HPSP, PSK, and Wonik IPS on market stabilization is a prudent strategy.
NatSec
Long
Jun 19
$57100.00
-0.9%
Global memory capex expansion is accelerating, which will directly benefit semiconductor equipment makers. Although current valuations are high, buying into quality equipment names like Hanmi Semiconductor, HPSP, PSK, and Wonik IPS on market stabilization is a prudent strategy.
AI/Semi
Long
Jun 19
$30.83
+0.1%
Global memory capex expansion is accelerating, which will directly benefit semiconductor equipment makers. Although current valuations are high, buying into quality equipment names like Hanmi Semiconductor, HPSP, PSK, and Wonik IPS on market stabilization is a prudent strategy.
Macro
Showing 3 of 3 picks · sorted by mentions
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Geon Taek-joong has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: PSK, 042700.KS, WONIK IPS.