Calls
11
Lee Seul-yi
CEO, Economy Research
Win Rate
-
return
-
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 07
$143500.00
-
Korean semiconductor materials, parts, and equipment should be held across front-end and back-end; even front-end names like Eugene Tech, Wonik IPS, and Jusung Engineering are now catching up after Astra removed AI capex concerns.
Foundry Equipment
Long
Sep 07
$157900.00
-
Korean semiconductor materials, parts, and equipment should be held across front-end and back-end; even front-end names like Eugene Tech, Wonik IPS, and Jusung Engineering are now catching up after Astra removed AI capex concerns.
Foundry Equipment
Long
Sep 07
$185900.00
-
Korean semiconductor materials, parts, and equipment should be held across front-end and back-end; even front-end names like Eugene Tech, Wonik IPS, and Jusung Engineering are now catching up after Astra removed AI capex concerns.
Foundry Equipment
Long
Sep 07
$1413000.00
-
Samsung Electro-Mechanics is the substrate leader with good earnings and intact momentum; the stock fell only because of macro, leaving it undervalued.
AI Hardware
Long
Sep 07
$736000.00
-
AI data center power demand makes high-voltage transformers essential; HD Hyundai Electric and Hyosung Heavy Industries have high entry barriers and are still depressed from highs, with LS Electric as secondary.
Grid Equipment
Long
Sep 07
$201500.00
-
AI data center power demand makes high-voltage transformers essential; HD Hyundai Electric and Hyosung Heavy Industries have high entry barriers and are still depressed from highs, with LS Electric as secondary.
Grid Equipment
Long
Sep 07
$41200.00
-
The final destination of AI semiconductors is robots; Doosan Robotics, SBB Tech, and SPG reducers should be near a turning point as Robotis has already led.
Robotics
Long
Sep 07
$71100.00
-
Astra requires fast computation and massive data storage, so storage controller and interface names Fadu, Neosem, and Exicon, which have lagged, should get catch-up opportunities.
AI Memory
Long
Sep 07
$2811000.00
-
AI data center power demand makes high-voltage transformers essential; HD Hyundai Electric and Hyosung Heavy Industries have high entry barriers and are still depressed from highs, with LS Electric as secondary.
Grid Equipment
Long
Sep 07
$71200.00
-
The final destination of AI semiconductors is robots; Doosan Robotics, SBB Tech, and SPG reducers should be near a turning point as Robotis has already led.
Robotics
Long
Sep 07
$96700.00
-
The final destination of AI semiconductors is robots; Doosan Robotics, SBB Tech, and SPG reducers should be near a turning point as Robotis has already led.
Robotics
Showing 11 of 11 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Lee Seul-yi has 11 trade ideas tracked on Buzzberg across 14 tickers since September 2026.
