Kim Doo-won
Director
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 31
$2300000.00
+2.6%
SK Hynix is no longer a cyclical memory stock but a structural infrastructure and national security asset benefiting from AI demand. Earnings visibility is strong, growth momentum continues, and re-rating is likely as foreign investors and individuals increase exposure. The stock still has a long way up.
AI/Semi
Long
May 31
$317500.00
+13.5%
Samsung Electronics is a key beneficiary of the AI-driven memory semiconductor boom, with Q2 operating profit expected to nearly double from Q1. Along with SK Hynix, it has high re-rating probability due to the paradigm shift from cyclical to infrastructure/security assets.
AI/Semi
Long
May 31
$205.83
+2.5%
KOSPI is accelerating toward 9000 points, with each thousand-point milestone taking fewer trading days. Strong earnings estimates and cash inflows support the bullish momentum, and the index is likely to surpass 9000 despite volatility.
Macro
Showing 3 of 3 picks ยท sorted by mentions
Choose a mentions count to open ticker posts.