Calls
10
#746
Alpha Score 13.1
Jeong Pro
Host
Win Rate
20.0%
Return
-9.2%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 29
$1996000.00
-0.2%
Samsung Electro-Mechanics will continue its strong performance and emerge as the market finale, benefiting from its leading position in substrates and MLCCs for AI applications, supported by the Jensen Huang-related rally.
AI/Semi
Long
Jun 19
$542000.00
-8.8%
Institutions are unable to add more Samsung Electronics and SK Hynix due to limits, so they are redirecting funds into holding companies that own large stakes in these semiconductor leaders. SK Square, Samsung Life Insurance, and Samsung C&T are acting as proxies, and their shares are rallying strongly on this flow.
Other
Long
Jun 19
$508000.00
-14.9%
Institutions are unable to add more Samsung Electronics and SK Hynix due to limits, so they are redirecting funds into holding companies that own large stakes in these semiconductor leaders. SK Square, Samsung Life Insurance, and Samsung C&T are acting as proxies, and their shares are rallying strongly on this flow.
Other
Long
Jun 19
$1862000.00
-7.6%
Institutions are unable to add more Samsung Electronics and SK Hynix due to limits, so they are redirecting funds into holding companies that own large stakes in these semiconductor leaders. SK Square, Samsung Life Insurance, and Samsung C&T are acting as proxies, and their shares are rallying strongly on this flow.
Other
Long
Jun 16
$2346000.00
+13.9%
Memory semiconductors are the sole true market leader in the AI era. Samsung Electronics and SK hynix are the dominant beneficiaries, and the speaker reiterates that memory is the one leading theme investors should focus on.
AI/Semi
Long
Jun 16
$75100.00
-27.0%
Korean auto‑parts stocks are being re‑rated as robotics plays. Companies that can transition their components to robots — or whose parts are needed in both EVs and robots — are gaining momentum, with Hwashin and SL Corp as leading examples.
Other
Long
Jun 16
$337500.00
+0.6%
Memory semiconductors are the sole true market leader in the AI era. Samsung Electronics and SK hynix are the dominant beneficiaries, and the speaker reiterates that memory is the one leading theme investors should focus on.
AI/Semi
Long
Jun 16
$1283000.00
-27.4%
Samsung Electro-Mechanics and LG Innotek are rallying on genuine earnings upgrades, not a short‑term theme. Such stocks do not collapse all at once; after a strong run they may pull back but then resume higher.
AI/Semi
Long
Jun 16
$245500.00
-20.0%
Naver, as a key AI‑enabled platform, is recovering sharply after the Jensen Huang event correction. It is outperforming peers and the previous buy call in the 200,000‑won range is playing out.
AI/Semi
Long
Jun 12
$198.94
-0.8%
The market is experiencing rotation: KOSPI large caps are performing better than KOSDAQ as foreign money and fund flows favor large-cap exporters. Adjusting the portfolio toward KOSPI over KOSDAQ is the right strategy now.
Macro
Showing 10 of 10 picks · sorted by mentions
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Jeong Pro has 10 trade ideas tracked on Buzzberg across 10 tickers since May 2026. Ranked #746 on the Buzzberg Alpha leaderboard. Most covered: 009150.KS, 000660.KS, 005930.KS.
