Calls
4
Kim No-ko
Analyst
Win Rate
25.0%
return
-7.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 04
$2304000.00
-23.0%
The memory semiconductor cycle is extending well into year-end; DRAM and HBM pricing continue to surprise to the upside. Earnings estimates for Samsung Electronics and SK hynix will keep being revised up, supporting their target prices of 430,000 won and 2,750,000 won respectively.
AI Memory
Long
Jun 04
$356500.00
-31.1%
The memory semiconductor cycle is extending well into year-end; DRAM and HBM pricing continue to surprise to the upside. Earnings estimates for Samsung Electronics and SK hynix will keep being revised up, supporting their target prices of 430,000 won and 2,750,000 won respectively.
AI Memory
Long
Jun 04
$135900.00
+25.7%
Semiconductor equipment names (Tes, VM, PSK) have been unjustly sold off due to leverage ETF rotations and KOSDAQ weakness, despite their strong fundamental visibility from DRAM/HBM capacity expansion. These front-end equipment stocks offer a buying opportunity with significant upside.
Foundry Equipment
Long
Jun 04
$30.67
-0.5%
Semiconductor equipment names (Tes, VM, PSK) have been unjustly sold off due to leverage ETF rotations and KOSDAQ weakness, despite their strong fundamental visibility from DRAM/HBM capacity expansion. These front-end equipment stocks offer a buying opportunity with significant upside.
Bonds & Rates
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Kim No-ko has 4 trade ideas tracked on Buzzberg across 4 tickers since June 2026. Most covered: 000660.KS, 005930.KS, PSK.
