Calls
4
Kim Seung-hyun
Head of ETF/Quant Solution Division, Hana Asset Management
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 27
$45.40
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Space is a long-term secular theme because satellite communications are essential for AI, robotics and global connectivity; SpaceX's IPO and many 2026 space events should keep sector momentum strong.
Thematic ETFs
Long
Jan 26
$104.45
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AST SpaceMobile is a satellite-to-cell company backed by AT&T and Verizon. Its BlueBird satellites enable direct phone connectivity without a dish, a different architecture from Starlink. Commercial service is expected around mid-2026, with large contracts and cash runway supporting a potential earnings turnaround; it is a more suitable satellite communications pure play than a direct Starlink competitor.
Satellite Communications
Long
Jan 26
$80.95
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Rocket Lab is the only listed company with meaningful SpaceX-like launch and space infrastructure exposure. It has moved from subcontractor to direct NASA contracts, benefits from Golden Dome and defense demand, owns differentiated optical lens technology, and is expanding from small to medium Neutron launches. Its February earnings and successful Neutron launches could be positive catalysts, though delays and volatility are risks.
Space
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Kim Seung-hyun has 4 trade ideas tracked on Buzzberg across 6 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
