Calls
9
#1131
Alpha Score 14.7
Ha Bo-no
Guest
Win Rate
33.3%
return
-5.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 27
$125700.00
-4.7%
Semiconductor substrate and materials companies like Simmtech and TLB are benefiting from supply shortages and increased investments by big tech. Simmtech has consolidated and is poised for a breakout.
PCB/Substrates
Long
Sep 03
$194600.00
+6.4%
AI infrastructure and power names are rotating back up after the prior day's fall. Sanil Electric, HD Hyundai Electric, LS Electric, and Hyosung Heavy are leading. U.S. names such as Constellation Energy, Vistra, Oklo, and NuScale were also strong, and AI server demand ultimately feeds AI data center power demand.
Grid Equipment
Long
Sep 03
$715000.00
+6.7%
AI infrastructure and power names are rotating back up after the prior day's fall. Sanil Electric, HD Hyundai Electric, LS Electric, and Hyosung Heavy are leading. U.S. names such as Constellation Energy, Vistra, Oklo, and NuScale were also strong, and AI server demand ultimately feeds AI data center power demand.
Grid Equipment
Long
Sep 03
$2749000.00
+7.9%
AI infrastructure and power names are rotating back up after the prior day's fall. Sanil Electric, HD Hyundai Electric, LS Electric, and Hyosung Heavy are leading. U.S. names such as Constellation Energy, Vistra, Oklo, and NuScale were also strong, and AI server demand ultimately feeds AI data center power demand.
Grid Equipment
Long
Aug 27
$129900.00
-2.3%
Construction companies with nuclear power exposure (like Hyundai E&C and GS E&C) are gaining momentum as data centers seek stable energy sources like SMRs, alongside potential Ukraine rebuild projects.
Construction & Infrastructure
Long
Aug 27
$37400.00
-5.9%
Construction companies with nuclear power exposure (like Hyundai E&C and GS E&C) are gaining momentum as data centers seek stable energy sources like SMRs, alongside potential Ukraine rebuild projects.
Construction & Infrastructure
Long
Aug 27
$41100.00
-9.6%
Semiconductor substrate and materials companies like Simmtech and TLB are benefiting from supply shortages and increased investments by big tech. Simmtech has consolidated and is poised for a breakout.
Industrial Automation
Long
Aug 26
$444000.00
-13.5%
APR is attempting to break its previous highs, supported by strong export data and positive analyst reports amid the global boom of K-beauty indie brands.
Personal Care
Long
Jul 23
$76200.00
-31.6%
SK Eternix is a leading alternative energy theme stock benefiting from rising WTI oil prices due to geopolitical risks and expectations of the Trump administration's energy policies. While it is hitting new highs, traders must carefully watch the 69,200 KRW support level; breaking it could lead to a rapid drop to the low 60,000s.
Clean Energy
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Ha Bo-no has 9 trade ideas tracked on Buzzberg across 9 tickers since July 2026. Ranked #1131 on the Buzzberg Alpha leaderboard. Most covered: 222800.KQ, USD/JPY, 267260.KS.
