K

Kim Tae-seong, Division Head

5.0 ★★★★★ Posted today
본부장, 쟁글
· tracked since May 2026
Follow Add thesis
Ideas 9
Long / short 9 L/0 S
Win rate -
Tracked posts 1 1.00/day
Avg return -
Long return -
Short return -
New ideas 9 last 30d
Most mentioned
Best trades
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Worst trades
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Pick return distribution

Live distribution of all picks with entry price. Right tail = home runs.
< -30%-30/-10-10/00/+20+20/+50+50/+100> +100%
Bottom 10%
-
Median
-
Top 10%
-

Average returns

first-opened thesis horizon: return + win-rate
7 days 0 eval.
-
L - S -
Win rate -
30 days 0 eval.
-
L - S -
Win rate -
90 days 0 eval.
-
L - S -
Win rate -
Closed-window returns from the first opened position per ticker/side. 90d = picks opened 90+ days ago
Result
Theme Stance
Ticker
Side
Theme
Entry
P&L
Thesis
First opened
Mentions
Source
NOK
Long
Photonics
$13.13
-
Optical stocks Lumentum and Nokia to rise.
May 06
YOUTUBE
AVGO
Long
AI/Semi
$421.13
-
ASIC leaders Broadcom and Marvell to gain.
May 06
YOUTUBE
MRVL
Long
AI/Semi
$169.42
-
ASIC leaders Broadcom and Marvell to gain.
May 06
YOUTUBE
LITE
Long
Photonics
$921.10
-
Optical stocks Lumentum and Nokia to rise.
May 06
YOUTUBE
INTC
Long
AI/Semi
$111.11
-
Intel and AMD benefit from CPU boom.
May 06
YOUTUBE
AMD
Long
AI/Semi
$415.17
-
Intel and AMD benefit from CPU boom.
May 06
YOUTUBE
AMAT
Long
AI/Semi
$426.89
-
Semiconductor equipment stocks to buy.
May 06
YOUTUBE
LRCX
Long
AI/Semi
$295.42
-
Semiconductor equipment stocks to buy.
May 06
YOUTUBE
COHR
Long
Photonics
$344.98
-
Optical stocks Lumentum Coherent Nokia
May 06
YOUTUBE
Showing 9 of 9 picks · sorted by mentions