Calls
5
#1025
Alpha Score 43.9
Kwon Tae-woo
Research Fellow, Hana Securities Research Center
Win Rate
100.0%
return
+3.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 16
$11660.00
+2.3%
YC is winning Samsung wafer-tester orders as domestic substitution against Advantest progresses; valuation is attractive and earnings are filling in, with more potential in 2026.
Foundry Equipment
Long
Sep 16
$30950.00
+0.8%
DI is the first vendor in SK Hynix wafer testers and captured much HBM4 tester volume; as P&T7 ramps, it remains a key beneficiary though relative upside may be more moderate than Unittest.
Foundry Equipment
Long
Sep 16
$8550.00
+1.2%
SFA Semicon is the biggest beneficiary of Samsung's outsourcing of conventional DRAM back-end/packaging, after Samsung insourced DDR5 in the prior cycle. Utilization should rise from Q4 2025 and drive a dramatic 2026 earnings recovery despite current losses and high depreciation; the market has started to price this since early September.
AI Software
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Kwon Tae-woo has 5 trade ideas tracked on Buzzberg across 5 tickers since September 2026. Ranked #1025 on the Buzzberg Alpha leaderboard. Most covered: KOSDAQ, 039030.KQ, 036540.KQ.
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
