Calls
1
Lee Young-soo
CEO, Aisin Higen
Win Rate
100.0%
return
+6.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 31
$538.90
+6.5%
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.
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Lee Young-soo has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: SMH.
