Calls
5
#784
Alpha Score 22.5
Jung Juyong
CEO
Win Rate
20.0%
return
-14.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 03
$423.74
-10.1%
Tesla is intentionally suppressing R&D and good news to align with SpaceX's momentum; once SpaceX IPO and subsequent integration or merger occur, Tesla shareholders will benefit. Therefore, current holders should hold or add.
Autos & EV
Long
Jun 25
$156.40
-20.7%
Starlink within SpaceX is an immense cash cow with EBITDA margins above 60%, high growth, and a path to direct-to-consumer satellite phone service. Its value alone already justifies over $1 trillion of SpaceX's enterprise value, while XAI adds further upside. The IPO's limited free float and Musk's overwhelming voting control (>80%) create a highly asymmetric long-term setup, making SpaceX a core Muskonomy holding.
Space
Long
Jun 24
$2593000.00
-29.0%
Korean memory semiconductor makers Samsung Electronics and SK Hynix are at the core of the AI data center boom. Explosive demand from data center buildouts and future physical AI (robots, robotaxis) will force capacity expansions, ensuring long-term volume and earnings growth. The fundamental supply-demand story remains intact for years, making these stocks ideal long-term holds.
AI Memory
Long
Jun 24
$336500.00
-24.2%
Korean memory semiconductor makers Samsung Electronics and SK Hynix are at the core of the AI data center boom. Explosive demand from data center buildouts and future physical AI (robots, robotaxis) will force capacity expansions, ensuring long-term volume and earnings growth. The fundamental supply-demand story remains intact for years, making these stocks ideal long-term holds.
AI Memory
Long
Jun 24
$116.03
+14.1%
Palantir serves as the bridge between traditional high-end manufacturing and AI, with growing revenue and profit from its industrial optimization platform. As a leader in the 'physical AI' layer that upgrades factory floors, Palantir represents the kind of innovation Korea should emulate, and the speaker has been tracking it since last year for this reason.
AI Software
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Jung Juyong has 5 trade ideas tracked on Buzzberg across 5 tickers since June 2026. Ranked #784 on the Buzzberg Alpha leaderboard. Most covered: TSLA, ANTHROPIC, PLTR.
