Calls
10
#1162
Alpha Score 5.2
Park Jun-young
CEO, Hanbando
Win Rate
20.0%
return
-13.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 27
$2279000.00
-25.9%
The traditional semiconductor cycle is broken or has become an ultra-long cycle because AI has turned memory into a performance necessity, not an optional component. Big tech demand is structural, supply takes 22+ months to increase, and memory now accounts for 30% of GPU cost (up from 15%). This structural shift supports sustained earnings and higher valuations. Korean memory makers Samsung Electronics and SK Hynix are direct beneficiaries.
AI Memory
Long
May 27
$309250.00
-15.4%
The traditional semiconductor cycle is broken or has become an ultra-long cycle because AI has turned memory into a performance necessity, not an optional component. Big tech demand is structural, supply takes 22+ months to increase, and memory now accounts for 30% of GPU cost (up from 15%). This structural shift supports sustained earnings and higher valuations. Korean memory makers Samsung Electronics and SK Hynix are direct beneficiaries.
AI Memory
Long
Jul 07
$72300.00
-64.8%
From October onward, Korean semiconductor parts and consumables companies like KoMiCo (cleaning) and ISC (sockets) will see increased demand as new wafer capacity ramps up. This is a direct beneficiary play on the expansion cycle.
Foundry Equipment
Long
Jul 07
$70320.00
-21.1%
Global semiconductor equipment leaders such as Applied Materials, Lam Research, Tokyo Electron, ASML, and KLA are near-monopolies in their segments. They provide peace of mind and are well-positioned to benefit from the ongoing semiconductor capex cycle, making them comfortable long-term holdings.
Foundry Equipment
Long
Jul 07
$592.79
-17.6%
Global semiconductor equipment leaders such as Applied Materials, Lam Research, Tokyo Electron, ASML, and KLA are near-monopolies in their segments. They provide peace of mind and are well-positioned to benefit from the ongoing semiconductor capex cycle, making them comfortable long-term holdings.
Foundry Equipment
Long
Jul 07
$1825.07
-2.7%
Global semiconductor equipment leaders such as Applied Materials, Lam Research, Tokyo Electron, ASML, and KLA are near-monopolies in their segments. They provide peace of mind and are well-positioned to benefit from the ongoing semiconductor capex cycle, making them comfortable long-term holdings.
Foundry Equipment
Long
Jul 07
$233.31
-19.2%
Global semiconductor equipment leaders such as Applied Materials, Lam Research, Tokyo Electron, ASML, and KLA are near-monopolies in their segments. They provide peace of mind and are well-positioned to benefit from the ongoing semiconductor capex cycle, making them comfortable long-term holdings.
Foundry Equipment
Long
Jul 07
$350.20
-8.6%
Global semiconductor equipment leaders such as Applied Materials, Lam Research, Tokyo Electron, ASML, and KLA are near-monopolies in their segments. They provide peace of mind and are well-positioned to benefit from the ongoing semiconductor capex cycle, making them comfortable long-term holdings.
Foundry Equipment
Long
Jul 30
$739.00
+31.5%
The memory semiconductor upcycle will continue until 2028 without special disruption. Memory has become essential, not optional, in the AI era, driven by HBM requirements alongside GPUs. Supply is constrained because new wafer capacity comes online only around end of next year, while demand growth keeps prices elevated. The traditional memory cycle is moderating structurally, and memory companies must show long term contracts to re-rate.
AI Memory
Long
Jul 07
$149700.00
+10.1%
From October onward, Korean semiconductor parts and consumables companies like KoMiCo (cleaning) and ISC (sockets) will see increased demand as new wafer capacity ramps up. This is a direct beneficiary play on the expansion cycle.
Foundry Equipment
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Park Jun-young has 10 trade ideas tracked on Buzzberg across 10 tickers since May 2026. Ranked #1162 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, 000660.KS, AMAT.
