Lee Jae-chan

Deputy Manager
· tracked since May 2026
Calls 2 1 Posts tracked · 1.0/day
Calls
7d 2
30d 2
90d 2
Best Calls
SMH long +4.7%
214450.KQ long +2.1%
Worst Calls
No live losers yet
Most Mentioned
Recent Calls
214450.KQ long 1 day ago
SMH long 1 day ago
Win Rate 100% Long 2 Short 0
Win Rate
7d
30d
90d
Average Return +3.4% Long Return +3.4% Short Return -
Average Return
7d
30d
90d
Result
Result
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Thesis
Theme
Source
Long
May 26
$305500.00
+2.1%
Pharmaresearch rebound on cosmetics margin.
Pharmaresearch has a strong brand (Rejuran) but faced multiple compression due to competition from L&C Bio's new product. Improvement in its cosmetics division margins should drive a rebound in the stock.
Healthcare
Long
May 26
$576.32
+4.7%
Stay long AI semiconductor supply chain.
AI capex is not declining, AI monetization has not failed, and the market is still mid-cycle despite oil and rate headwinds. Investors should focus on AI infrastructure including DRAM, nuclear power, and solar power.
AI/Semi
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