#210 Alpha Score 70.7

Lee Kyung-soo

Senior Research Fellow
· tracked since May 2026
210
BUZZBERG Alpha Score combines three things: realized average return, confidence in the sample size, idea volume, and speaker reputation. Speakers with only a few calls are pulled closer to the platform average; speakers with many evaluated ideas keep more of their own return. Reputation only boosts: 5.0 or lower is neutral, while scores above 5 add weight. Scores are normalized to 0-100; 100 is best. Read the FAQ
Alpha Score 70.7
Calls 5 2 Posts tracked · 0.3/day
Calls
7d 0
30d 5
90d 5
Best Calls
MU long +30.2%
000660.KS long +16.7%
EWY long +16.1%
Worst Calls
No live losers yet
Most Mentioned
EWY ×2
000660.KS ×2
005930.KS ×2
Recent Calls
WDC long 1 week ago
MU long 1 week ago
000660.KS long 1 week ago
Win Rate 100% Long 5 Short 0
Win Rate
7d —
30d —
90d —
Average Return +17.0% Long Return +17.0% Short Return -
Average Return
7d —
30d —
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
000660.KS SK hynix Inc. SK hynix Inc.
Long
May 20
$1759000.00
+16.7%
Semiconductor late cycle, momentum high
The semiconductor cycle is in a late stage, but historically the late cycle has the highest price momentum, often exceeding 50% of the entire rally. The cycle is not over until a 20% peak-to-trough decline occurs. Earnings continue to improve through 2025, and the correlation between Samsung Electronics and SK hynix remains high. Investors should not sell too early.
AI/Semi
YOUTUBE
005930.KS Samsung ... Samsung Electronics...
Long
May 20
$280500.00
+6.6%
Semiconductor late cycle, momentum high
The semiconductor cycle is in a late stage, but historically the late cycle has the highest price momentum, often exceeding 50% of the entire rally. The cycle is not over until a 20% peak-to-trough decline occurs. Earnings continue to improve through 2025, and the correlation between Samsung Electronics and SK hynix remains high. Investors should not sell too early.
AI/Semi
YOUTUBE
EWY iShares ... iShares MSCI South ...
Long
May 20
$174.02
+16.1%
Foreign ownership up, Korea bullish
In the May MSCI review, Korea's weight in emerging market indices is expected to jump from ~16% to ~24-25%, triggering passive inflows. Additionally, Korea has a 60-70% chance of being added to the MSCI developed market watchlist, which would lead to eventual index inclusion and a structural increase in foreign allocation. The government is actively addressing key requirements like 24-hour FX trading and improved disclosures.
Macro
YOUTUBE
MU Micron T... Micron Technology, Inc.
Long
May 20
$698.74
+30.2%
Rising rates favor hardware stocks
In a rising-rate environment, global capital is rotating into hardware/technology stocks that offer cheap valuations, high quality, and strong cash flows, while software stocks underperform. This structural preference benefits semiconductor and storage companies such as Micron and Western Digital, which have been outperforming the S&P 500.
AI/Semi
YOUTUBE
WDC Western ... Western Digital Corporation
Long
May 20
$455.80
+15.5%
Rising rates favor hardware stocks
In a rising-rate environment, global capital is rotating into hardware/technology stocks that offer cheap valuations, high quality, and strong cash flows, while software stocks underperform. This structural preference benefits semiconductor and storage companies such as Micron and Western Digital, which have been outperforming the S&P 500.
AI/Semi
YOUTUBE
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