Calls
94
#958
Alpha Score 12.9
Kim Tae-seong
Division Head, Xangle
Win Rate
38.7%
return
-2.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 06
$169.42
+25.3%
The rise of multiple AI model providers (OpenAI, Anthropic, etc.) increases demand for ASICs. Broadcom and Marvell are top-tier ASIC designers whose customers are expanding rapidly. Their strong backlog and guidance justify ownership despite recent run-ups.
AI ASIC
Long
May 13
$268500.00
-8.4%
Samsung Electronics and SK Hynix are undervalued relative to Korean semiconductor equipment stocks, which have run up too far; rotate from equipment to these two.
AI Memory
Long
May 12
$115.80
+43.0%
As AI adoption accelerates, cybersecurity needs grow. Fortinet, CrowdStrike, and Palo Alto are top players with strong technology and margins. Any sector-wide pullback provides a buying opportunity because their businesses are tied to expanding web platforms and AI agents.
Cybersecurity
Long
May 12
$213.51
+70.1%
As AI adoption accelerates, cybersecurity needs grow. Fortinet, CrowdStrike, and Palo Alto are top players with strong technology and margins. Any sector-wide pullback provides a buying opportunity because their businesses are tied to expanding web platforms and AI agents.
Cybersecurity
Long
Jul 13
$187800.00
+3.8%
Cosmetics ODM/OEM companies are benefiting from favorable exchange rates and strong Q2 earnings expectations, making them a top alternative if the tech sector rests.
Personal Care
Long
Jul 16
$424000.00
-4.6%
The recent price drop in Hyundai Motor offers an attractive entry point for year-end, driven by its long-term potential in physical AI and robotics.
Autos & EV
Long
Jun 16
$175300.00
+8.6%
The Trump administration is preparing a bill to allow automatic substitution of biosimilars to lower drug prices ahead of the midterm elections. This regulatory easing makes biosimilar companies like Samsung Biologics and Celltrion attractive alternatives if investors want to diversify away from tech stocks, supported by recent foreign inflows.
Pharma & Biotech
Long
Jun 02
$102400.00
-24.8%
Doosan Corp offers a buying opportunity on pullback. The group's semiconductor wafer investment (SK Siltron) and Doosan Robotics' humanoid robot momentum create a growth catalyst. A technical correction would be an attractive entry point.
Grid Equipment
Long
May 26
$1482000.00
-8.5%
Samsung Electro-Mechanics is benefiting from AI-driven demand for MLCC, substrates, and silicon capacitors, with strong momentum and earnings growth.
AI Hardware
Long
May 20
$1721000.00
-3.1%
The upcoming 2x leveraged ETF for Samsung Electronics and SK Hynix (listing on May 27) will create substantial demand. The best entry point is late Tuesday (May 26) afternoon, as ETF rebalancing flows should push the stocks higher.
AI Memory
Long
May 12
$135.44
+55.5%
As AI adoption accelerates, cybersecurity needs grow. Fortinet, CrowdStrike, and Palo Alto are top players with strong technology and margins. Any sector-wide pullback provides a buying opportunity because their businesses are tied to expanding web platforms and AI agents.
Cybersecurity
Long
May 06
$1790000.00
-29.6%
Korean holding companies like LS and Doosan are deeply undervalued relative to their subsidiary values. As their core businesses (power infrastructure, construction) boom, the discount to net asset value should narrow, offering significant upside.
Grid Equipment
Long
May 06
$140020.00
-14.7%
For investors who are undecided between Samsung and SK Hynix, the KODEX Semiconductor ETF provides diversified exposure to the entire Korean semiconductor ecosystem. It avoids single-stock risk while capturing the sector's strong momentum and undervaluation.
Thematic ETFs
Long
Jul 30
$305500.00
-4.6%
Amorepacific and LG H&H are successfully reducing their dependence on China while growing in North America and Europe. Amorepacific has shifted to functional and reasonable pricing, and LG H&H recently received its first analyst upgrades in four years.
Personal Care
Long
Jul 30
$127500.00
+3.5%
Amorepacific and LG H&H are successfully reducing their dependence on China while growing in North America and Europe. Amorepacific has shifted to functional and reasonable pricing, and LG H&H recently received its first analyst upgrades in four years.
Personal Care
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Kim Tae-seong has 94 trade ideas tracked on Buzzberg across 94 tickers since May 2026. Win rate 39% across 93 evaluated calls, average return -2.6%. Ranked #958 on the Buzzberg Alpha leaderboard. Most covered: MRVL, PANW, FTNT.
