Calls
4
Lee Kwang-soo
CEO, Kwangsu's Real Estate; former Mirae Asset Securities analyst
Win Rate
100.0%
return
+76.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 11
$52.58
+22.7%
The AI infrastructure investment cycle is a continuing secular trend. Whether it is a bubble will only be known after it bursts, so investors should not pre-judge the top and instead participate in the trend rather than avoid it.
Thematic ETFs
Long
Jan 11
$745000.00
+134.2%
Korean semiconductors are attractive because AI infrastructure spending continues, but Korean chip valuations are low relative to global peers; Samsung Electronics has lagged Micron's rally; and the current rise is driven more by earnings growth than multiple expansion. DRAM price increases and upward Micron earnings revisions support a strong 2026 earnings cycle for Samsung Electronics and SK hynix.
AI Memory
Long
Jan 11
$139000.00
+81.7%
Korean semiconductors are attractive because AI infrastructure spending continues, but Korean chip valuations are low relative to global peers; Samsung Electronics has lagged Micron's rally; and the current rise is driven more by earnings growth than multiple expansion. DRAM price increases and upward Micron earnings revisions support a strong 2026 earnings cycle for Samsung Electronics and SK hynix.
AI Memory
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Lee Kwang-soo has 4 trade ideas tracked on Buzzberg across 4 tickers since January 2026. Most covered: EWY, 000660.KS, 005930.KS.
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
