#601
Alpha Score 28.7
Jang Woo-jin
Writer
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 12
$1897000.00
+45.7%
SK Hynix is benefiting from rising ADR and GDR prices which will lift the domestic stock, while Samsung Electronics' labor issue uncertainty will resolve and allow it to catch up. Both are core semiconductor holdings.
AI/Semi
Long
May 06
$259500.00
+36.4%
Samsung Electronics is undervalued relative to SK Hynix and will catch up due to strong AI semiconductor demand and potential foundry orders from Apple, supported by real earnings momentum and global tailwinds. The stock broke through its previous high, indicating a breakout.
AI/Semi
Long
May 19
$995000.00
+128.1%
The semiconductor substrate shortage is structural and has completely changed the market perspective. LG Innotek and Samsung Electro-Mechanics are the leading beneficiaries, with both stocks showing strong upward trends as demand for advanced substrates continues to outstrip supply, driving revenue and margin expansion.
AI/Semi
Long
May 06
$550000.00
+11.5%
Hyundai Motor has renewed momentum from the Atlas humanoid robot reveal. The production version shows impressive athletic performance, and mass production plans for H2 2025 accelerate commercialization, changing the narrative.
Consumer
Long
May 19
$793000.00
+44.4%
The semiconductor substrate shortage is structural and has completely changed the market perspective. LG Innotek and Samsung Electro-Mechanics are the leading beneficiaries, with both stocks showing strong upward trends as demand for advanced substrates continues to outstrip supply, driving revenue and margin expansion.
AI/Semi
Long
May 19
$97000.00
+17.8%
Jeju Semiconductor manufactures DDR4 memory and has seen explosive earnings growth (operating profit from 16 billion won in Q4 to 67 billion won in Q1). Its inclusion in top active funds and rapid market cap ascent suggest strong momentum and continued demand for legacy memory.
Other
Long
May 15
$692000.00
-4.3%
Hyundai AutoEver is the strongest stock within the Hyundai Motor Group, with a clean uptrend along the 5-day moving average. It offers the most comfortable risk-reward among group names for investors looking to play the Hyundai theme.
AI/Semi
Long
May 13
$189700.00
+11.5%
LG Electronics has two strong growth drivers: robotics (leader) and AI datacenter cooling systems. Despite better earnings than a US peer, its market cap is cheaper. The stock is breaking out to new highs on weekly and monthly charts, and the trend is not likely to reverse in the short-to-medium term. PBR is not burdensome.
Consumer
Long
May 13
$178.50
+23.1%
The KOSPI index may pull back to around the 7,300 level, which would be a reasonable buying opportunity. This is a first target where investors can start adding positions. The speaker suggests this level as a chance to deploy capital, assuming the broader trend remains intact.
Macro
Long
Jun 04
$135900.00
+22.3%
Semiconductor equipment stocks such as Wonik IPS, TES, and PSK are due for a rotation rebound after being oversold due to leverage ETF effects. As concentration on Samsung/SK hynix eases, money is expected to flow into equipment names, providing short-term trading opportunities.
Other
Long
Jun 01
$258000.00
-11.0%
Naver should benefit from its large GPU-equipped data center assets (60,000 GPUs), its own robotics development, and the introduction of AI search. With a PBR near 1x, the valuation is attractive for a company with strong data center and AI capabilities.
AI/Semi
Long
May 22
$282500.00
-8.3%
Power equipment stocks (LS Electric, Hyosung Heavy Industries, HD Hyundai Electric) are rebounding after a pullback, supported by AI infrastructure demand. However, valuations for 2028 are already elevated. Investors can enjoy the short-term rebound but should be cautious about holding through macro risks in the second half.
Energy
Long
May 22
$1187000.00
-9.2%
Power equipment stocks (LS Electric, Hyosung Heavy Industries, HD Hyundai Electric) are rebounding after a pullback, supported by AI infrastructure demand. However, valuations for 2028 are already elevated. Investors can enjoy the short-term rebound but should be cautious about holding through macro risks in the second half.
Energy
Long
May 21
$627000.00
-2.4%
Hyundai Mobis is positioned to supply high-value robot components (~70 million won per robot) including actuators and sensors, leading to an estimated 2 trillion won revenue by 2030. The 40% market cap gap with Hyundai Motor is historically wide and should narrow as the market re-rates Mobis for its robotics exposure.
Consumer
Long
May 12
$711000.00
-6.2%
Hyundai Heavy Industries is the preferred shipbuilding stock because of its unique exposure to data-center-related engine demand. Other shipbuilders lacking this catalyst are not as attractive.
Other
Showing 15 of 64 picks · sorted by mentions
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Jang Woo-jin has 64 trade ideas tracked on Buzzberg across 64 tickers since May 2026. Win rate 39% across 64 evaluated calls, average return +1.1%. Ranked #601 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, 009150.KS.