Calls
10
Kim Hyo-sik
Team Lead, Samsung Active Asset Management
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 15
$44250.00
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Since US EV demand is weakening, investors should avoid broad EV-heavy battery exposure and focus selectively on ESS-specialized equipment/materials companies or those with high ESS revenue share, which should see earlier profit recovery as ESS deliveries ramp.
Batteries & Storage
Long
Jan 15
$27300.00
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Since US EV demand is weakening, investors should avoid broad EV-heavy battery exposure and focus selectively on ESS-specialized equipment/materials companies or those with high ESS revenue share, which should see earlier profit recovery as ESS deliveries ramp.
AI Photonics
Long
Jan 15
$385500.00
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IRA amendments sharply tighten foreign-entity-of-concern rules, effectively excluding Chinese content from US fuel-cell, battery, solar and wind procurement. Because Korea is the main alternative, Korean suppliers should gain, and Samsung SDI and LG Energy Solution are converting many US EV battery plants to ESS, with mass production starting in the second half of next year.
Batteries & Storage
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Kim Hyo-sik has 10 trade ideas tracked on Buzzberg across 14 tickers since January 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
