Calls
3
Jeong Young-jil
Host
Win Rate
33.3%
return
-5.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 27
$252500.00
+1.2%
CXMT's IPO soared 470% on its first day without price limits, creating a powerful magnet for Asian institutional funds. This capital rotation is causing foreign outflows from Samsung Electronics and SK Hynix, as money moves from Korean memory leaders into Chinese equities. Near-term caution is warranted due to continued selling pressure.
AI Memory
Long
Jul 27
$336.97
-5.0%
In Q2 global smartphone sales, only Apple and Samsung gained market share, now together nearly 40%. Both companies held prices steady amid rising component costs, making their premium devices attractive relative to inflated budget phones.
AI Hardware
Long
Jul 14
$1894000.00
-13.0%
Memory semiconductor supply shortages will persist and intensify through 2027 as AI-driven demand outpaces capacity additions. SK Hynix is the key beneficiary with strong NVIDIA partnership, Barclays target $330 (approx. 500,000 KRW), and Chairman Chey emphasizing AI is a structural industry evolution requiring massive memory expansion. Despite high earnings, the stock trades at mid-single-digit PER, representing deep undervaluation.
AI Memory
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Jeong Young-jil has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: AAPL, 000660.KS, 005930.KS.
