Calls
8
Kim Ho-kyun
Team Lead, Myeongdong PB Center, Korea Investment & Securities
Win Rate
-
return
-
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 12
$600.64
-
Cheap cyclicals led while high-valuation tech underperformed, but that cannot continue; tech now looks cheap and a sector rotation back into beaten-down tech is likely.
Equity Indexes
Long
Feb 11
$427.66
-
Physical AI attention will rise. The fundamental leader is Tesla, even if recent hype centers on Atlas and Nvidia. The speaker prefers focusing on Tesla rather than a broad industry basket and favors a Tesla-heavy ETF, specifically the ACE Tesla Value Chain ETF, because broad AI ETFs are too diversified and may be valued above Tesla itself.
Autos & EV
Long
Feb 11
$375.23
-
TSMC is a high-quality, Apple-like long-term holding and the key supplier for Nvidia's AI chips. In the past, heavy capex and supply-demand noise kept its stock sideways even as investment demand was building; later the stock rallied with a lag. The speaker argues this investment-to-price lag makes TSMC attractive, and it has held up better than other semiconductors.
Foundry Equipment
Showing 3 of 8 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Kim Ho-kyun has 8 trade ideas tracked on Buzzberg across 14 tickers since February 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
