Calls
450
#302
Alpha Score 85.3
Lee Ju-hyeon
Director, Xangle
Win Rate
45.5%
return
+6.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Sep 18
$13.62
+3.0%
Trump is pushing a Middle East meeting to discuss ending the Iran war, and ceasefire reports are increasing. If WTI crude falls below $90, the speaker expects a significant rise in risk appetite, so the oil setup is bearish and event-driven.
Autos & EV
Long
Sep 18
$37650.00
-0.5%
Intel and AMD CPU/GPU price increases should benefit Korean CPU/package substrate makers. The speaker specifically names Simmtech and TLB as companies related to CPU substrates that can see demand and pricing benefits.
PCB/Substrates
Long
Sep 18
$265.20
+3.5%
NVIDIA's Jensen Huang said chip sales could double next year, above NVIDIA's own 70% revenue-growth guidance, while Nebius raised GPU cloud prices up to 21% and AMD and Intel plan CPU/GPU price hikes. The speaker reads these as evidence of very strong AI demand and memory supply shortage, supporting the broader AI semiconductor supply chain including memory, AI servers, CPUs, and GPUs.
AI ASIC
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Lee Ju-hyeon has 450 trade ideas tracked on Buzzberg across 448 tickers since January 2026. Win rate 46% across 448 evaluated calls, average return +6.2%. Ranked #302 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, 000660.KS, EWY.
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
