#525 Alpha Score 26.6

Kim Jong-mun

Director
· tracked since May 2026
525
BUZZBERG Alpha Score combines three things: realized average return, confidence in the sample size, idea volume, and speaker reputation. Speakers with only a few calls are pulled closer to the platform average; speakers with many evaluated ideas keep more of their own return. Reputation only boosts: 5.0 or lower is neutral, while scores above 5 add weight. Scores are normalized to 0-100; 100 is best. Read the FAQ
Alpha Score 26.6
Calls 5 2 Posts tracked · 2.0/day
Calls
7d 5
30d 5
90d 5
Best Calls
GOOGL long +1.2%
Worst Calls
000660.KS long -0.7%
NVDA long -0.6%
005930.KS long -0.5%
Most Mentioned
000660.KS ×2
005930.KS ×2
AAPL ×1
Recent Calls
AAPL long 1 day ago
GOOGL long 1 day ago
NVDA long 1 day ago
Win Rate 20% Long 5 Short 0
Win Rate
7d —
30d —
90d —
Average Return -0.1% Long Return -0.1% Short Return -
Average Return
7d —
30d —
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
000660.KS SK hynix Inc. SK hynix Inc.
Long
May 26
$2066000.00
-0.7%
Samsung and SK hynix still undervalued vs earnings
Samsung Electronics and SK hynix remain undervalued relative to their earnings growth, especially when comparing 2026-2027 earnings estimates. The valuation gap versus global peers like TSMC and Micron is extreme and should close as earnings continue to expand. Investors should accumulate on dips and hold for long-term re-rating, with KOSPI potentially reaching 10,000 if proper multiples are applied.
AI/Semi
YOUTUBE
005930.KS Samsung ... Samsung Electronics...
Long
May 26
$300500.00
-0.5%
Samsung and SK hynix still undervalued vs earnings
Samsung Electronics and SK hynix remain undervalued relative to their earnings growth, especially when comparing 2026-2027 earnings estimates. The valuation gap versus global peers like TSMC and Micron is extreme and should close as earnings continue to expand. Investors should accumulate on dips and hold for long-term re-rating, with KOSPI potentially reaching 10,000 if proper multiples are applied.
AI/Semi
YOUTUBE
AAPL Apple Inc. Apple Inc.
Long
May 26
$308.82
-0.2%
AI big tech leaders as core holdings
Global #1 and #2 companies in AI—such as Google and Apple—with strong cash flows, high credit ratings, and dominant market positions should form the core of a long-term portfolio. These big tech firms are the main beneficiaries of the AI capex cycle, and their valuations remain supported by earnings and cash flow.
Consumer
YOUTUBE
GOOGL Alphabet... Alphabet Inc. (Class A)
Long
May 26
$382.97
+1.2%
AI big tech leaders as core holdings
Global #1 and #2 companies in AI—such as Google and Apple—with strong cash flows, high credit ratings, and dominant market positions should form the core of a long-term portfolio. These big tech firms are the main beneficiaries of the AI capex cycle, and their valuations remain supported by earnings and cash flow.
AI/Semi
YOUTUBE
NVDA NVIDIA C... NVIDIA Corporation
Long
May 26
$215.33
-0.6%
NVIDIA is attractive below $200
NVIDIA is not expensive when looking at earnings growth, and the AI singularity is driving sustained demand. At prices below $200, it is attractive for dollar-cost averaging. The valuation multiple is reasonable given the company's dominant position and the ongoing capex cycle from big tech.
AI/Semi
YOUTUBE
Showing 5 of 5 picks · sorted by mentions