Calls
44
#1093
Alpha Score 0.4
Kim Dong-yeop
CEO, Decenter
Win Rate
15.9%
return
-24.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 02
$223000.00
+11.4%
Samsung Electronics is expected to increase its HBM market share significantly with HBM4, as SK Hynix has not yet mass-produced HBM4 and Samsung is moving into that gap, with contract orders already placed for HBM4 and overall HBM revenue tripling year-over-year.
AI Memory
Long
May 08
$1676000.00
-0.4%
AI demand is persistent, confirmed by Big Tech earnings; long-term supply agreements (LTA) extend cycle to 3-5 years. Samsung and SK Hynix target prices raised to 50,000 and 300,000 respectively, implying significant upside from current levels. They are leaders in AI memory and are key beneficiaries.
AI Memory
Long
May 08
$420000.00
-23.2%
As strong subsidiaries like SK Hynix, Samsung Electronics, and Hyosung Heavy Industries surge in value, their parent holding companies (SK Square, SK, Samsung C&T, Hyosung) are being revalued upward. This is a period of net asset value revaluation for holding companies.
Construction & Infrastructure
Long
May 15
$685000.00
-40.2%
Physical AI and robotics stocks are benefiting from NVIDIA partnership expectations, reinforced by the fact that Jensen Huang's daughter visited LG Electronics and Doosan Robotics two weeks ago. LG Electronics, Doosan Robotics, and Hyundai Motor are seen as strategic partners, and as long as NVIDIA stays strong, these stocks can rebound after corrections.
Autos & EV
Long
May 15
$235000.00
-29.6%
Physical AI and robotics stocks are benefiting from NVIDIA partnership expectations, reinforced by the fact that Jensen Huang's daughter visited LG Electronics and Doosan Robotics two weeks ago. LG Electronics, Doosan Robotics, and Hyundai Motor are seen as strategic partners, and as long as NVIDIA stays strong, these stocks can rebound after corrections.
AI Hardware
Long
May 08
$1096000.00
-3.3%
As strong subsidiaries like SK Hynix, Samsung Electronics, and Hyosung Heavy Industries surge in value, their parent holding companies (SK Square, SK, Samsung C&T, Hyosung) are being revalued upward. This is a period of net asset value revaluation for holding companies.
Capital Markets
Long
May 08
$181.45
-6.3%
Goldman Sachs raised KOSPI target to 9000 from 8000; Korea's manufacturing sector is being revalued globally due to competitiveness in semiconductors, secondary batteries, shipbuilding, defense, nuclear power, cosmetics, and medical devices. Exports remain strong, supporting the market. Foreign selling is being absorbed by retail investors, showing market resilience. The speaker believes the index could go above 9000.
Equity Indexes
Long
May 02
$4228000.00
-31.2%
Hyosung Heavy Industries is a leading power transformer manufacturer experiencing massive demand from AI data centers and high oil prices driving investment in energy infrastructure, making it a top beneficiary of the power equipment shortage.
Grid Equipment
Long
Jun 21
$252000.00
-21.8%
Power infrastructure equipment companies like LS Electric and Hyosung Heavy Industries are beneficiaries of expanding AI data center infrastructure. Additionally, new ETFs focusing on power equipment and battery-related stocks are set to launch, which should direct fresh inflows into these names and support their upward momentum.
Grid Equipment
Long
Jun 05
$64.01
+11.4%
Rising interest rates widen net interest margins for Korean banks, and recent large share buyback announcements provide additional support. These factors make bank stocks attractive.
Thematic ETFs
Long
May 29
$2107000.00
-37.2%
Samsung Electro-Mechanics is the leader in MLCC and substrate sectors, with strong earnings improvement and new highs, benefiting from AI demand and the broader semiconductor hardware theme.
AI Hardware
Long
May 22
$16055.00
-60.5%
With the National Growth Fund driving inflows, foreign buying for six consecutive days, and policy support for KOSDAQ, a rally is likely. The KOSDAQ150 Leverage ETF provides leveraged exposure to the index as a straightforward way to participate.
Thematic ETFs
Long
May 15
$310000.00
-10.3%
Holding companies with strong subsidiary valuations are being revalued upward. As Samsung Electronics, SK hynix, and LG Electronics have surged, their parent companies such as SK Square, Samsung C&T, Samsung Fire & Marine Insurance, Samsung Life Insurance, and LG Corp have risen sharply, reflecting the value of their stakes.
Insurance
Long
May 08
$551000.00
-6.0%
As strong subsidiaries like SK Hynix, Samsung Electronics, and Hyosung Heavy Industries surge in value, their parent holding companies (SK Square, SK, Samsung C&T, Hyosung) are being revalued upward. This is a period of net asset value revaluation for holding companies.
Capital Markets
Long
Jul 31
$54.49
+0.5%
The US will not use Chinese ships for commercial or military purposes, and Korea has a strong position in the global shipbuilding market. Korean shipbuilders just reported massive earnings improvements. Shipbuilding stocks, including engine and equipment makers, remain attractive and should capture a significant share of the potential 100 trillion won US shipbuilding market.
Thematic ETFs
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Kim Dong-yeop has 44 trade ideas tracked on Buzzberg across 43 tickers since May 2026. Win rate 16% across 44 evaluated calls, average return -24.1%. Ranked #1093 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, 000660.KS, 028260.KS.
