Calls
2
Louise Loo
Head of Asia Economics, Oxford Economics
Win Rate
100.0%
return
+38.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 23
$356.82
+45.6%
South Korean export data for the first 20 days of the month is up 23.5%, driven by semiconductors. Despite trade noise, the secular demand for AI and tech hardware remains robust. The "tariff scare" provides a buying opportunity in sectors where demand (exports) is empirically strong. LONG. Fundamentals in the Korean memory sector override the macro trade noise. A global recession dampening tech demand.
South Korean export data for the first 20 days of the month is up 23.5%, driven by semiconductors. Despite trade noise, the secular demand for AI and tech hardware remains robust. The "tariff scare" provides a buying opportunity in sectors where demand (exports) is empirically strong. LONG. Fundamentals in the Korean memory sector override the macro trade noise. A global recession dampening tech demand.
Thematic ETFs
Long
Feb 23
$139.30
+31.5%
South Korean export data for the first 20 days of the month is up 23.5%, driven by semiconductors. Despite trade noise, the secular demand for AI and tech hardware remains robust. The "tariff scare" provides a buying opportunity in sectors where demand (exports) is empirically strong. LONG. Fundamentals in the Korean memory sector override the macro trade noise. A global recession dampening tech demand.
South Korean export data for the first 20 days of the month is up 23.5%, driven by semiconductors. Despite trade noise, the secular demand for AI and tech hardware remains robust. The "tariff scare" provides a buying opportunity in sectors where demand (exports) is empirically strong. LONG. Fundamentals in the Korean memory sector override the macro trade noise. A global recession dampening tech demand.
Equity Indexes
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Louise Loo has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: EWY, SMH, CHINESE YUAN (CNY).
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
