Calls
8
#806
Alpha Score 5.3
Ha Chang-bong
CEO
Win Rate
12.5%
Return
-17.4%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 28
$904.88
+25.3%
Micron Technology is a beneficiary of long-term memory demand. UBS raised its price target to $1,600 based on 2028 EPS estimates above $100, driven by long-term contracted supply agreements and AI growth.
AI/Semi
Long
Jun 18
$346250.00
-1.9%
Samsung Electronics will break its previous high of 37만원. The memory super cycle continues: DRAM supply tight, Apple's Tim Cook warns of product price increases due to memory costs, and forward PER remains cheap at 6.67x. Strong AI demand and steady earnings recovery support the upside.
AI/Semi
Long
Jun 25
$2824000.00
-5.3%
Micron disclosed 16 Strategic Customer Agreements (SCA), which are more binding than LTAs and lock in long-term revenue with floor prices, reducing cyclicality. This supports higher valuations for memory companies, making them more like TSMC, and Samsung and SK Hynix are expected to have similar contracts.
AI/Semi
Long
May 28
$39.90
-50.3%
Space stocks like Rocket Lab and Intuitive Machines will benefit from the upcoming SpaceX IPO. Inflows into space ETFs will increase even if individual weightings adjust, and the momentum should continue until the IPO.
NatSec
Long
May 28
$148.60
-42.9%
Space stocks like Rocket Lab and Intuitive Machines will benefit from the upcoming SpaceX IPO. Inflows into space ETFs will increase even if individual weightings adjust, and the momentum should continue until the IPO.
NatSec
Long
May 21
$220.66
-12.5%
NVIDIA has become a long-term investment stock with strong earnings, stabilized gross margins, massive free cash flow, and aggressive buybacks. The company is transitioning from a GPU supplier to an infrastructure platform provider. Investors should buy on significant dips and hold for the long term.
AI/Semi
Long
May 14
$478000.00
-36.2%
POSCO Holdings benefits from rising lithium carbonate prices and its lithium production scale-up, making it a core battery materials holding.
Other
Long
May 14
$448.20
-15.3%
Tesla has momentum from robotaxi and Optimus, and the space IPO of SpaceX indirectly supports sentiment. He previously recommended buying below $400 and still sees upside.
Consumer
Showing 8 of 8 picks · sorted by mentions
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Ha Chang-bong has 8 trade ideas tracked on Buzzberg across 8 tickers since May 2026. Ranked #806 on the Buzzberg Alpha leaderboard. Most covered: MU, 005930.KS, 000660.KS.
