Calls
7
#1598
Alpha Score 22.1
Moon Ji-ho
Executive
Win Rate
28.6%
return
-2.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 28
$241.45
+0.6%
Marvell is expanding its custom ASIC market share beyond Amazon to include Google, aiming for over 20% market share. More importantly, it dominates the DSP market for optical transceivers, a critical component for noise reduction in AI data centers, and is advancing in silicon photonics, making it an essential partner for big tech companies.
AI ASIC
Long
Aug 28
$280.76
-3.8%
Energy Storage Systems (ESS) are being re-evaluated not just as general storage but as a core component supporting AI power control. With global ESS market growth nearing 45-50% and AI capex driving demand, the growth trend is highly resilient.
REITs
Long
Aug 28
$132200.00
-16.0%
LNF is mass-producing LFP batteries for the first time and has started supplying both LG Energy Solution and Samsung SDI, which justifies a multiple expansion as its importance in the ESS market grows.
Critical Minerals
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Moon Ji-ho has 7 trade ideas tracked on Buzzberg across 7 tickers since January 2026. Ranked #1598 on the Buzzberg Alpha leaderboard. Most covered: 006400.KS, SMH, IBM.
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
