Nam Seok-gwan
Chairman
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 21
$1948000.00
+5.3%
When the market corrects, such as during the March war-related downturn, buying a specific set of five semiconductor-heavy positions — SK Square, SK hynix, Samsung Electronics, the KODEX 200 Leverage ETF, and a Korea Semiconductor ETF — at the 60-day moving average is a proven winning strategy for retail investors. These names represent the core of the semiconductor bull market and have historically recovered strongly.
AI/Semi
Long
May 21
$298750.00
+0.1%
When the market corrects, such as during the March war-related downturn, buying a specific set of five semiconductor-heavy positions — SK Square, SK hynix, Samsung Electronics, the KODEX 200 Leverage ETF, and a Korea Semiconductor ETF — at the 60-day moving average is a proven winning strategy for retail investors. These names represent the core of the semiconductor bull market and have historically recovered strongly.
AI/Semi
Long
May 21
$1172000.00
+0.8%
When the market corrects, such as during the March war-related downturn, buying a specific set of five semiconductor-heavy positions — SK Square, SK hynix, Samsung Electronics, the KODEX 200 Leverage ETF, and a Korea Semiconductor ETF — at the 60-day moving average is a proven winning strategy for retail investors. These names represent the core of the semiconductor bull market and have historically recovered strongly.
Other
Long
May 24
$576.32
+4.7%
Semiconductors are the era central theme driving the Korean bull market. Retail investors should buy and hold the five vehicles he recommended in March, as they remain the best long-term holdings: Samsung Electronics, SK hynix, SK Square, a leveraged KOSPI ETF (KODEX Leverage), and a broad semiconductor ETF. Despite near-term volatility, these positions will recover and appreciate as the AI cycle continues.
AI/Semi
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