Calls
2
Park Jong-yeon
Director, IBK Pension Insurance Securities Operations
Win Rate
0.0%
return
-1.9%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jul 10
$2225000.00
-2.0%
The AI and semiconductor cycle is still alive, not ending; the recent sell-off is a correction of an overextended stock price run, not a cycle peak. Micron's CEO confirmed long-term contracts and a supply deficit, memory prices are still rising quarter by quarter, and capacity additions take years. Samsung Electronics and SK hynix are the primary Korean beneficiaries, still cheap with strong earnings momentum, and remain must-own core positions despite short-term volatility from leverage ETF unwinding.
AI Memory
Long
Jul 10
$290000.00
-1.7%
The AI and semiconductor cycle is still alive, not ending; the recent sell-off is a correction of an overextended stock price run, not a cycle peak. Micron's CEO confirmed long-term contracts and a supply deficit, memory prices are still rising quarter by quarter, and capacity additions take years. Samsung Electronics and SK hynix are the primary Korean beneficiaries, still cheap with strong earnings momentum, and remain must-own core positions despite short-term volatility from leverage ETF unwinding.
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Park Jong-yeon has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: 000660.KS, 005930.KS.
