Calls
9
#1021
Alpha Score 11.1
Lee Seung-jun
Analyst
Win Rate
11.1%
return
-9.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 25
$660.75
-17.1%
US GDP data shows that investment in equipment, particularly IT equipment, AI servers, and data center hardware, is accelerating sharply and driving economic growth. This capex wave directly benefits the semiconductor equipment sector, with stocks like Applied Materials, Lam Research, KLA, ASML, and Teradyne all rising 100-160% this year and likely to continue outperforming as the cycle extends.
Foundry Equipment
Long
Jun 25
$1831.21
-1.1%
US GDP data shows that investment in equipment, particularly IT equipment, AI servers, and data center hardware, is accelerating sharply and driving economic growth. This capex wave directly benefits the semiconductor equipment sector, with stocks like Applied Materials, Lam Research, KLA, ASML, and Teradyne all rising 100-160% this year and likely to continue outperforming as the cycle extends.
Foundry Equipment
Long
Jun 25
$1054.00
-18.7%
Caterpillar, a heavy equipment manufacturer, is up 84% YTD as construction and industrial equipment demand grows alongside the capex boom in data centers and infrastructure.
Construction & Infrastructure
Long
Jun 25
$1076.66
-3.1%
GE Vernova, the global #1 gas turbine manufacturer, is up 66% YTD and poised to benefit from the surge in power generation and grid investments supporting AI data centers.
Grid Equipment
Long
Jun 25
$255.38
-18.6%
US GDP data shows that investment in equipment, particularly IT equipment, AI servers, and data center hardware, is accelerating sharply and driving economic growth. This capex wave directly benefits the semiconductor equipment sector, with stocks like Applied Materials, Lam Research, KLA, ASML, and Teradyne all rising 100-160% this year and likely to continue outperforming as the cycle extends.
Foundry Equipment
Long
Jun 25
$396.32
-17.7%
US GDP data shows that investment in equipment, particularly IT equipment, AI servers, and data center hardware, is accelerating sharply and driving economic growth. This capex wave directly benefits the semiconductor equipment sector, with stocks like Applied Materials, Lam Research, KLA, ASML, and Teradyne all rising 100-160% this year and likely to continue outperforming as the cycle extends.
Foundry Equipment
Long
Jun 25
$718.27
-5.6%
Quanta Services is the largest US electrical power infrastructure construction and maintenance company. It benefits directly from the massive data center and grid buildout needed to support AI, and has risen 70% year-to-date with momentum still intact.
Construction & Infrastructure
Long
Jun 25
$471.00
-15.0%
US GDP data shows that investment in equipment, particularly IT equipment, AI servers, and data center hardware, is accelerating sharply and driving economic growth. This capex wave directly benefits the semiconductor equipment sector, with stocks like Applied Materials, Lam Research, KLA, ASML, and Teradyne all rising 100-160% this year and likely to continue outperforming as the cycle extends.
Foundry Equipment
Long
Jun 09
$1668.59
+12.5%
Ethereum holds a dominant 60% share of all tokenized real-world assets (RWAs) and is the key platform for the growing tokenization trend. As the RWA market expands, Ethereum's network value must remain high to maintain security and trust; a declining platform value would risk network attacks. Therefore, Ethereum is likely to appreciate in tandem with RWA growth, providing a structural bullish catalyst.
Crypto Assets
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Lee Seung-jun has 9 trade ideas tracked on Buzzberg across 9 tickers since June 2026. Ranked #1021 on the Buzzberg Alpha leaderboard. Most covered: CAT, ETH, GEV.
