Calls
2
Leon Ting
Head of Research, TokenInsight
Win Rate
100.0%
return
+36.4%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 12
$130.80
+24.3%
Ting notes that Samsung and SK Hynix are aggressively revising earnings forecasts upward due to a "memory chip shortage." The AI boom requires massive memory capacity. While software stocks are jittery, the hardware suppliers (Korea) are seeing tangible order flow and pricing power. LONG. This is the "picks and shovels" play of the AI cycle, currently outperforming US software. Global recession dampening hardware demand; cyclical downturn in chip pricing.
Ting notes that Samsung and SK Hynix are aggressively revising earnings forecasts upward due to a "memory chip shortage." The AI boom requires massive memory capacity. While software stocks are jittery, the hardware suppliers (Korea) are seeing tangible order flow and pricing power. LONG. This is the "picks and shovels" play of the AI cycle, currently outperforming US software. Global recession dampening hardware demand; cyclical downturn in chip pricing.
Equity Indexes
Long
Feb 12
$351.50
+48.5%
Ting notes that Samsung and SK Hynix are aggressively revising earnings forecasts upward due to a "memory chip shortage." The AI boom requires massive memory capacity. While software stocks are jittery, the hardware suppliers (Korea) are seeing tangible order flow and pricing power. LONG. This is the "picks and shovels" play of the AI cycle, currently outperforming US software. Global recession dampening hardware demand; cyclical downturn in chip pricing.
Ting notes that Samsung and SK Hynix are aggressively revising earnings forecasts upward due to a "memory chip shortage." The AI boom requires massive memory capacity. While software stocks are jittery, the hardware suppliers (Korea) are seeing tangible order flow and pricing power. LONG. This is the "picks and shovels" play of the AI cycle, currently outperforming US software. Global recession dampening hardware demand; cyclical downturn in chip pricing.
Thematic ETFs
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Leon Ting has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: DXY, EWY, SMH.
