Calls
7
#1046
Alpha Score 13.0
Oh Jin-seok
Media Editor
Win Rate
28.6%
return
-8.7%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 29
$123.02
-34.3%
Bitcoin miners that are pivoting to AI cloud and data center services, such as Hut 8 and Iris Energy, are benefiting from AI demand and will outperform. Bitcoin itself is suffering from ETF outflows and a shift of funds into AI equities.
Crypto Miners
Long
Jun 29
$47.21
-11.5%
Bitcoin miners that are pivoting to AI cloud and data center services, such as Hut 8 and Iris Energy, are benefiting from AI demand and will outperform. Bitcoin itself is suffering from ETF outflows and a shift of funds into AI equities.
NeoCloud
Long
Jun 29
$149.06
+27.4%
Coinbase is emerging as a key institutional platform through its low-fee Layer-2 chain Base, attracting significant institutional capital. Ark Invest has been buying Coinbase at depressed levels, signaling a possible bottom. The company is also aggressively pushing into real-world asset (RWA) initiatives.
Crypto Infrastructure
Long
Jun 29
$4.03
-25.1%
Several former Bitcoin mining companies are successfully pivoting to AI data center and cloud computing services, leveraging their energy infrastructure. Companies like Iris Energy, Hut 8, and Hive Digital are gaining attention from hyperscalers and have seen strong stock performance as a result.
Crypto Miners
Long
Jun 29
$1132.33
-14.8%
Micron Technology delivered very strong earnings and received a price target of $2,200 from Melius Research, nearly double the current price. This reinforces the view that the memory cycle still has room to run and Micron is attractively valued despite near-term market noise.
AI Memory
Long
Jun 29
$611.61
-8.4%
Retail money is rotating out of gold and Bitcoin ETFs and pouring into semiconductor ETFs like SMH. Combined with massive AI capex that shows no sign of peaking, this flow shift suggests semiconductors will continue to outperform.
Thematic ETFs
Long
Jun 29
$77.82
+5.6%
Block (formerly Square) has a fair value estimate of $97 according to Simply Wall St, while the stock trades around $77, implying about 30% upside. The stock rallied strongly last Friday and the valuation disconnect offers an attractive opportunity.
Payments & Fintech
Showing 7 of 7 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Oh Jin-seok has 7 trade ideas tracked on Buzzberg across 7 tickers since June 2026. Ranked #1046 on the Buzzberg Alpha leaderboard. Most covered: HUT, IREN, MU.
