Lee Seon-hyeok

CEO
· tracked since May 2026
Calls 3 1 Posts tracked · 0.2/day
Calls
7d 3
30d 3
90d 3
Best Calls
005930.KS long +15.5%
005380.KS long +2.5%
000660.KS long +1.8%
Worst Calls
No live losers yet
Most Mentioned
Recent Calls
005380.KS long 5 days ago
000660.KS long 5 days ago
005930.KS long 5 days ago
Win Rate 100% Long 3 Short 0
Win Rate
7d
30d
90d
Average Return +6.6% Long Return +6.6% Short Return -
Average Return
7d
30d
90d
Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 29
$2318000.00
+1.8%
Structural change warrants PER re-rating
Memory semiconductors are undergoing a structural shift due to AI, with long-term supply contracts increasing earnings stability. This warrants a PER re-rating from 6-7x to 15x, implying the stock could double from current levels.
AI/Semi
Long
May 29
$711000.00
+2.5%
Re-rate as robotics company
Hyundai Motor should be re-rated from a traditional automaker to a robotics company, leveraging its manufacturing capability and Boston Dynamics. This valuation shift could drive the stock higher.
Consumer
Long
May 29
$312250.00
+15.5%
Structural change warrants PER re-rating
Memory semiconductors are undergoing a structural shift due to AI, with long-term supply contracts increasing earnings stability. This warrants a PER re-rating from 6-7x to 15x, implying the stock could double from current levels.
AI/Semi
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