Calls
3
Kim Hak-kyun
Center Head
Win Rate
0.0%
return
-1.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 22
$1861000.00
-1.7%
Samsung Electronics and SK hynix trade at very low forward PEs of 6x and 4x; the sharp sell-off has already priced in negative news. Memory supply shortage persists, supported by data center demand, and unlike past cycles, long-term fixed supply contracts will dampen earnings volatility. The correction resembles healthy pullbacks that preceded new highs.
AI Memory
Long
Jul 22
$264500.00
-1.5%
Samsung Electronics and SK hynix trade at very low forward PEs of 6x and 4x; the sharp sell-off has already priced in negative news. Memory supply shortage persists, supported by data center demand, and unlike past cycles, long-term fixed supply contracts will dampen earnings volatility. The correction resembles healthy pullbacks that preceded new highs.
AI Memory
Long
Jul 22
$748.28
-0.4%
The vast majority of individual stocks underperform the market; switching to passive index funds now for crash protection is not effective as a timing move, but for the long term, allocating to market-cap weighted index funds like KOSPI200 and S&P 500 beats stock picking and provides necessary diversification.
Equity Indexes
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Kim Hak-kyun has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: SPY, 000660.KS, 005930.KS.
