Calls
6
#876
Alpha Score 58.4
Lee Won-hee
CEO
Win Rate
66.7%
return
+10.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 09
$223.96
-0.6%
Nvidia's stock is pushing towards all-time highs and its upcoming earnings will not disappoint. Supply chain readings from TSMC to Foxconn are robust, with strong revenue and improving margins, while investment continues to accelerate. The narrative of an AI spending slowdown is inconsistent with the price action and strong upstream signals, making Nvidia a clear long.
AI Compute
Long
Aug 09
$427.76
-16.6%
Broadcom is a direct beneficiary of Google's TPU expansion. Google plans to sell TPUs externally from 2025-2026, potentially generating $250 billion in revenue, and Broadcom provides the enabling silicon. The stock has recently been heating up as the market connects these dots, and the AI infrastructure buildout keeps Broadcom in a strong upward trajectory.
AI ASIC
Long
Aug 09
$76600.00
+10.8%
Doosan Enerbility plunged from 130,000 won to under 60,000 won without any fundamental reason and has already rebounded to 70,000 won. This pattern reflects oversold large-cap stocks that are snapping back even in a weak overall market, indicating that such undervalued names are offering strong recovery potential. Investors should watch for entry timing on similar recovering large-caps.
Grid Equipment
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Lee Won-hee has 6 trade ideas tracked on Buzzberg across 6 tickers since July 2026. Ranked #876 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, NVDA.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
