Calls
13
#633
Alpha Score 25.6
Lee Seon-yeop
CEO, AFW Partners
Win Rate
30.8%
Return
-3.8%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 07
$1656000.00
+61.4%
The current semiconductor rally is driven by real earnings from AI inference demand, not speculation. Memory semiconductor companies like Samsung Electronics and SK hynix are benefiting from a structural increase in HBM and DDR5 demand, and the cycle is historically large and still has room to run. The market is in a paradigm shift, and old metrics like 'Sell in May' are not applicable.
AI/Semi
Long
May 07
$271500.00
+25.0%
The current semiconductor rally is driven by real earnings from AI inference demand, not speculation. Memory semiconductor companies like Samsung Electronics and SK hynix are benefiting from a structural increase in HBM and DDR5 demand, and the cycle is historically large and still has room to run. The market is in a paradigm shift, and old metrics like 'Sell in May' are not applicable.
AI/Semi
Long
May 28
$677000.00
-29.0%
Hyundai Motor Group should be valued not as an auto company but as a robotics company, given its humanoid robot capabilities and autonomous driving; as more investors adopt this view, the stock price will re-rate upwards, similar to Tesla's revaluation.
Consumer
Long
Jun 05
$306500.00
-36.1%
Jensen Huang's visit confirms Korea's critical role in the physical AI (humanoid robot) supply chain. Korean companies like Hyundai Motor, LG Electronics, and Doosan Robot will be key long-term beneficiaries.
Consumer
Long
Jun 26
$636.88
-4.2%
The current market is a super bull market driven by structural growth in AI and memory semiconductors. Despite extreme daily volatility and concerns about peak earnings, the actual earnings are exceeding expectations, and the shift to long-term contracts (SCA) increases earnings stability, justifying a higher valuation multiple. Investors should ignore the volatility and hold their semiconductor positions.
AI/Semi
Long
Jun 12
$91700.00
-11.6%
Korean companies like Naver, LG Group, Doosan Group, and Hyundai Motor that surged after Jensen Huang's visit and then fell are now officially part of NVIDIA's global AI value chain. Many of them have solid standalone earnings and growth potential beyond AI, and at current prices they will look very cheap in the long term.
Energy
Long
Jun 12
$244000.00
-19.5%
Korean companies like Naver, LG Group, Doosan Group, and Hyundai Motor that surged after Jensen Huang's visit and then fell are now officially part of NVIDIA's global AI value chain. Many of them have solid standalone earnings and growth potential beyond AI, and at current prices they will look very cheap in the long term.
AI/Semi
Long
Jun 12
$53.39
+0.3%
Financial and securities stocks are being sold off despite having solid earnings, simply because market focus is solely on AI. This selling is unjustified, and the stocks are supported by strong fundamentals, presenting a value opportunity.
Fintech
Long
Jun 12
$198.94
-0.5%
U.S.-Iran peace deal removes geopolitical risk; AI and semiconductor super-cycle drive Korean stocks higher. KOSPI can rise to 10,000. MSCI reclassification possible, foreign buying to resume. Strong exports and earnings make Korean market attractive.
Macro
Long
May 28
$164000.00
-17.5%
Hyundai Motor Group should be valued not as an auto company but as a robotics company, given its humanoid robot capabilities and autonomous driving; as more investors adopt this view, the stock price will re-rate upwards, similar to Tesla's revaluation.
Consumer
Long
May 28
$732000.00
-30.7%
Hyundai Motor Group should be valued not as an auto company but as a robotics company, given its humanoid robot capabilities and autonomous driving; as more investors adopt this view, the stock price will re-rate upwards, similar to Tesla's revaluation.
AI/Semi
Long
May 21
$219.74
-12.2%
NVIDIA continues to report strong earnings driven by AI demand, but the market's high expectations limit explosive upside. A secondary concern is that major customers (Google, etc.) are developing custom chips (TPU, MPU) to reduce dependence on NVIDIA, which could cap long-term growth. Nonetheless, NVIDIA remains the dominant AI chip supplier and the fundamental story is intact, so the long case holds.
AI/Semi
Short
May 21
$143.28
+25.5%
The recent oil price spike is supply-driven (Iran tensions, Hormuz Strait) and not fueled by strong demand. High oil prices will eventually hurt economic activity, reducing demand and causing oil to decline. Additionally, Trump has a strong incentive to resolve the conflict quickly because global strategic petroleum reserves are at dangerously low levels, and a prolonged disruption could force emergency buying. Therefore, oil prices will likely fall over time.
Energy
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Lee Seon-yeop has 13 trade ideas tracked on Buzzberg across 13 tickers since May 2026. Ranked #633 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, 005380.KS.
