#196
Alpha Score 76.8
Lee Chang-dae
CEO
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 04
$1442000.00
+91.7%
SK Hynix (000660.KS) and Samsung Electronics (005930.KS) are significantly undervalued with operating margins around 70% (SK Hynix) and very low PERs of 3-4.5x. The stock can easily reach 200,000 won for SK Hynix and 40,000 won for Samsung, which are conservative targets. Given high margins and low valuations, both have substantial upside.
AI/Semi
Long
May 04
$231500.00
+52.9%
SK Hynix (000660.KS) and Samsung Electronics (005930.KS) are significantly undervalued with operating margins around 70% (SK Hynix) and very low PERs of 3-4.5x. The stock can easily reach 200,000 won for SK Hynix and 40,000 won for Samsung, which are conservative targets. Given high margins and low valuations, both have substantial upside.
AI/Semi
Long
May 04
$18640.00
-36.5%
AI infrastructure buildout is driving demand for communication components. Stocks like RFHIC (218410.KQ), SOLiD (050890.KQ), and Daehan Gwangtong (010170.KQ) are seeing strong price action and continue to rally. Jensen Huang mentioned communication as the next leg, supporting these names.
Photonics
Long
May 04
$288500.00
-16.3%
Game stocks are bottoming and showing signs of trend reversal. Krafton (259960.KS) already surged 10% today, and NCsoft (036570.KQ), W Games (348310.KQ), and Pearl Abyss (263750.KQ) are also turning around on improving earnings and new game releases. The sector is undervalued and has high potential given K-content appeal.
Consumer
Long
May 04
$272.05
-10.2%
The software sector is turning. Alphabet (GOOGL) and Amazon (AMZN) are the leaders, already breaking all-time highs and supported by strong cash flows from Google/YouTube and AWS respectively. They are the best investment in software now. Korean platforms like Naver (035420.KS) and Kakao (035720.KS) will follow later once US leaders continue to rally. For now, focus on US leaders.
Consumer
Long
May 04
$163.59
+34.0%
KOSPI is in a strong uptrend driven by semiconductors and AI. The index can easily reach 8,000 and even 10,000 if the trend remains intact. Investors should hold and not sell prematurely. The market is in a long-term rally cycle.
Macro
Long
May 04
$383.25
-4.0%
The software sector is turning. Alphabet (GOOGL) and Amazon (AMZN) are the leaders, already breaking all-time highs and supported by strong cash flows from Google/YouTube and AWS respectively. They are the best investment in software now. Korean platforms like Naver (035420.KS) and Kakao (035720.KS) will follow later once US leaders continue to rally. For now, focus on US leaders.
AI/Semi
Showing 7 of 7 picks · sorted by mentions
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Lee Chang-dae has 7 trade ideas tracked on Buzzberg across 7 tickers since May 2026. Ranked #196 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, GOOGL, EWY.