#438
Alpha Score 48.1
Kim Dong-yeop
CEO, Decenter
Visual Insights
Data-driven breakdowns of mentions and mindshare
Loading charts…
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 02
$223000.00
+58.7%
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/Semi
Long
May 15
$393000.00
+25.1%
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.
Other
Long
May 08
$1676000.00
+64.9%
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/Semi
Long
May 15
$685000.00
-10.5%
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.
Consumer
Long
May 15
$235000.00
-10.0%
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.
Consumer
Long
May 08
$1096000.00
+62.4%
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.
Other
Long
May 08
$181.45
+20.8%
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.
Macro
Long
Jun 12
$129300.00
-0.5%
A real ceasefire in the Middle East will create enormous reconstruction demand in Iran and neighboring countries. Major Korean contractors—Hyundai E&C, GS E&C, DL E&C, and Samsung E&A—have strong track records in overseas plant and infrastructure projects and will be prime beneficiaries, with construction machinery stocks also worth watching.
Other
Long
Jun 12
$696000.00
+2.2%
The weak Korean won makes Korea extremely cheap for foreign tourists, driving massive inbound tourism. Seoul hotels are fully booked and luxury department stores like Shinsegae continue to post strong sales growth. This environment supports further gains in department store and hotel stocks.
Consumer
Long
Jun 12
$328500.00
-12.6%
LG is developing a two-legged robot in collaboration with NVIDIA, following Jensen Huang’s push into physical AI. LG’s key robot partners Robotis and Robostar rallied sharply on this news. With further robotics catalysts like World Cup robot demonstrations possible, these names are at the center of the Korean robotics theme.
Other
Long
Jun 12
$183300.00
-14.9%
SK Hynix’s plan to triple production capacity by 2034 will drive massive equipment spending. Korean semiconductor equipment/materials suppliers have already requested price hikes, which Hynix is reviewing. UBS called the semiconductor equipment cycle a supercycle just beginning. Names like HPSP and WONIK IPS are surging with daily limit-ups, dominating the KOSDAQ leadership.
Other
Long
Jun 12
$73600.00
+0.4%
A real ceasefire in the Middle East will create enormous reconstruction demand in Iran and neighboring countries. Major Korean contractors—Hyundai E&C, GS E&C, DL E&C, and Samsung E&A—have strong track records in overseas plant and infrastructure projects and will be prime beneficiaries, with construction machinery stocks also worth watching.
Other
Long
Jun 12
$71500.00
-20.8%
SK Hynix’s plan to triple production capacity by 2034 will drive massive equipment spending. Korean semiconductor equipment/materials suppliers have already requested price hikes, which Hynix is reviewing. UBS called the semiconductor equipment cycle a supercycle just beginning. Names like HPSP and WONIK IPS are surging with daily limit-ups, dominating the KOSDAQ leadership.
AI/Semi
Long
Jun 05
$64.01
+2.7%
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.
Fintech
Long
May 29
$21550.00
-8.2%
Daeduck Electronics is the leading stock in the substrate sector, rising strongly as part of the AI semiconductor supply chain and benefiting from the overall group-stock rally.
AI/Semi
Showing 15 of 31 picks · sorted by mentions
Choose a mentions count to open ticker posts.
Kim Dong-yeop has 31 trade ideas tracked on Buzzberg across 30 tickers since May 2026. Win rate 48% across 31 evaluated calls, average return +2.1%. Ranked #438 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, 000660.KS, 028260.KS.