Calls
8
#87
Alpha Score 95.8
Lee Young-soo
CEO, Aisin Higen
Win Rate
100.0%
return
+60.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 28
$5660.00
+59.4%
As Samsung Foundry's utilization rate increases, OSAT (Outsourced Semiconductor Assembly and Test) companies like Hana Micron and SFA Semicon will see significant trickle-down benefits.
AI Software
Long
Aug 28
$35900.00
+7.7%
As Samsung Foundry's utilization rate increases, OSAT (Outsourced Semiconductor Assembly and Test) companies like Hana Micron and SFA Semicon will see significant trickle-down benefits.
Foundry Equipment
Long
Jul 31
$538.90
+6.2%
The AI semiconductor cycle is not over and will last until at least the first half of next year. Fundamentals remain completely intact: hyperscaler capex is not falling, memory inventory is extremely low at under 3 weeks, and spot prices remain above contract prices. The recent drop was a supply-driven anomaly caused by derivative market unwinding.
Thematic ETFs
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Lee Young-soo has 8 trade ideas tracked on Buzzberg across 8 tickers since April 2026. Ranked #87 on the Buzzberg Alpha leaderboard. Most covered: TSM, SMH, MU.
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
