#702 Alpha Score 18.4

Kim Min-soo

CEO
· tracked since May 2026
702
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 18.4
Calls 39 15 Posts tracked · 0.3/day
Calls
7d 0
30d 35
90d 39
Best Calls
DELL long +41.9%
009150.KS long +40.4%
000660.KS long +40.1%
Worst Calls
050890.KQ long -35.7%
389500.KQ long -23.6%
010060.KS long -22.0%
Most Mentioned
000660.KS ×8
005930.KS ×6
005380.KS ×5
Recent Calls
000270.KS long 1 week ago
058470.KQ long 1 week ago
095340.KQ long 1 week ago
Win Rate 33% Long 39 Short 0
Win Rate
7d 54%
30d 75%
90d —
Average Return -0.5% Long Return -0.5% Short Return -
Average Return
7d +1.6%
30d +1.2%
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
$2084000.00
+40.1%
Short-term buying support from ETF inflows.
The AI hardware cycle is still in its early stages. Investors should own both the semiconductor majors (Samsung Electronics, SK Hynix) and the substrate/MLCC stocks (Samsung Electro-Mechanics, LG Innotek) rather than choosing one over the other. Both will benefit from the ongoing AI infrastructure buildout.
AI/Semi
YOUTUBE
005930.KS Samsung ... Samsung Electronics...
Long
May 26
$300500.00
+17.6%
Short-term buying support from ETF inflows.
The AI hardware cycle is still in its early stages. Investors should own both the semiconductor majors (Samsung Electronics, SK Hynix) and the substrate/MLCC stocks (Samsung Electro-Mechanics, LG Innotek) rather than choosing one over the other. Both will benefit from the ongoing AI infrastructure buildout.
AI/Semi
YOUTUBE
009150.KS Samsung ... Samsung Electro-Mec...
Long
May 26
$1587000.00
+40.4%
Korean substrates still cheap vs Taiwan.
Korean PCB/substrate companies still have significant upside compared to Taiwanese peers because capacity expansion plans (e.g., TLB, Samsung Electro-Mechanics targeting 2028) indicate structural demand for AI substrates. Despite recent price gains, the sector remains undervalued relative to global competitors and will continue to benefit from AI hardware growth.
AI/Semi
YOUTUBE
005380.KS Hyundai ... Hyundai Motor Company
Long
May 08
$614000.00
-5.4%
Hyundai Motor gains from robotics adoption.
Hyundai Motor will benefit from the adoption of robotics in its production lines, improving profitability and driving the stock to break resistance towards new highs. The robotics theme tied to Boston Dynamics IPO and the group's restructuring supports further upside.
Consumer
YOUTUBE
011070.KS LG Innot... LG Innotek Co., Ltd.
Long
May 26
$1065000.00
+6.1%
Korean substrates still cheap vs Taiwan.
Korean PCB/substrate companies still have significant upside compared to Taiwanese peers because capacity expansion plans (e.g., TLB, Samsung Electro-Mechanics targeting 2028) indicate structural demand for AI substrates. Despite recent price gains, the sector remains undervalued relative to global competitors and will continue to benefit from AI hardware growth.
AI/Semi
YOUTUBE
389500.KQ SBB Tech... SBB Tech Co., Ltd.
Long
Jun 12
$62700.00
-23.6%
Robotics surge on Goldman Korea robot call
Goldman Sachs released a report calling Korea a key country for humanoid robots, picking HL Mando as a top pick. This sparked strong moves in robotics stocks, especially HL Mando and component makers like SBB Tech which benefit from Hyundai influence.
Other
YOUTUBE
042700.KS Hanmi Se... Hanmi Semiconductor...
Long
May 29
$282500.00
+6.7%
Hyundai AutoEver as high-margin software play
Hyundai AutoEver is well-positioned as a system integration (SI) company with software characteristics. It will benefit from autonomous driving and robotics, where it handles system integration and control. When software monetization starts, margins could explode to 60-70% due to operating leverage, leading to explosive stock price appreciation. The current PBR of 1.1x and forward P/E of 86x reflect early-stage growth expectations.
NatSec
YOUTUBE
006400.KS Samsung ... Samsung SDI Co., Ltd.
Long
May 27
$631000.00
-15.5%
Samsung SDI leads ESS over LG.
Samsung SDI is more favored than LG Energy Solution in ESS because it is better prepared and expected to benefit from North American data center ESS demand.
Energy
YOUTUBE
108490.KQ ROBOTIS ... ROBOTIS Co., Ltd.
Long
May 27
$302000.00
-4.3%
LG affiliate robot stock potential.
Robotis is an LG-affiliated robot stock that could benefit as the LG group's robot play, though it's not yet performing well.
Other
YOUTUBE
307950.KS Hyundai ... Hyundai Autoever Co...
Long
May 27
$715000.00
-12.7%
Hyundai robot deployment lifts group stocks.
Hyundai Motor Group's Atlas robot will be mass-produced from 2028 and deployed in H2 2026, reducing labor costs and boosting group value. Hyundai Mobis will supply actuators, and Hyundai AutoEver provides software. Focus on these large-cap plays rather than small-cap robot stocks.
AI/Semi
YOUTUBE
AMD Advanced... Advanced Micro Devi...
Long
May 26
$467.51
+17.0%
Rotate from Nvidia to CPU stocks.
As AI shifts from training to inference, the relative importance of CPUs versus GPUs will increase. US CPU-related companies like AMD, Intel, Qualcomm, and ARM will benefit more than Nvidia. Nvidia should be reduced to fund these positions. Dell and HP as system integrators also benefit.
AI/Semi
YOUTUBE
DELL Dell Tec... Dell Technologies Inc.
Long
May 26
$295.19
+41.9%
Rotate from Nvidia to CPU stocks.
As AI shifts from training to inference, the relative importance of CPUs versus GPUs will increase. US CPU-related companies like AMD, Intel, Qualcomm, and ARM will benefit more than Nvidia. Nvidia should be reduced to fund these positions. Dell and HP as system integrators also benefit.
AI/Semi
YOUTUBE
HPQ HP Inc. HP Inc.
Long
May 26
$25.24
-6.5%
Rotate from Nvidia to CPU stocks.
As AI shifts from training to inference, the relative importance of CPUs versus GPUs will increase. US CPU-related companies like AMD, Intel, Qualcomm, and ARM will benefit more than Nvidia. Nvidia should be reduced to fund these positions. Dell and HP as system integrators also benefit.
Consumer
YOUTUBE
QCOM Qualcomm... Qualcomm Incorporated
Long
May 26
$238.16
-7.6%
Rotate from Nvidia to CPU stocks.
As AI shifts from training to inference, the relative importance of CPUs versus GPUs will increase. US CPU-related companies like AMD, Intel, Qualcomm, and ARM will benefit more than Nvidia. Nvidia should be reduced to fund these positions. Dell and HP as system integrators also benefit.
AI/Semi
YOUTUBE
EWY iShares ... iShares MSCI South ...
Long
May 15
$181.04
+20.2%
Buy KOSPI at 7,200 support.
KOSPI has a strong technical support at 7,200 (10% correction from the 8,000 high). In a bull market, such corrections are normal buying opportunities, and investors should prepare cash to buy at that level.
Macro
YOUTUBE
Showing 15 of 39 picks · sorted by mentions

Kim Min-soo has 39 trade ideas tracked on Buzzberg across 39 tickers since May 2026. Win rate 33% across 39 evaluated calls, average return -0.5%. Ranked #702 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, 005380.KS.