Calls
4
Kwon Soon-ho
Team Lead, Sampro TV
Win Rate
25.0%
return
-6.5%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 19
$2841000.00
-23.3%
AI infrastructure build-out requires memory chips first and foremost. Data center spending by Google, Microsoft, Meta, Amazon directly benefits the three major memory makers—Samsung Electronics, SK Hynix, and Micron. This 'M3' thematic is the strongest AI trade with surging demand and tight supply.
AI Memory
Long
Jun 19
$367000.00
-22.3%
AI infrastructure build-out requires memory chips first and foremost. Data center spending by Google, Microsoft, Meta, Amazon directly benefits the three major memory makers—Samsung Electronics, SK Hynix, and Micron. This 'M3' thematic is the strongest AI trade with surging demand and tight supply.
Other
Long
Jun 19
$1133.99
-13.4%
AI infrastructure build-out requires memory chips first and foremost. Data center spending by Google, Microsoft, Meta, Amazon directly benefits the three major memory makers—Samsung Electronics, SK Hynix, and Micron. This 'M3' thematic is the strongest AI trade with surging demand and tight supply.
AI Memory
Long
May 21
$1191000.00
+33.0%
Samsung Electro-Mechanics secured a massive 1.5 trillion won silicon capacitor supply deal (likely with Marvell). This is a next-generation product that reduces power loss and heat, and the order size indicates a major inflection point. The stock is re-rating strongly and has more upside as earnings proof arrives.
AI Hardware
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Kwon Soon-ho has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: MU, 000660.KS, 005930.KS.
