Calls
9
#458
Alpha Score 51.5
Park Jun-young
CEO, Hanbando
Win Rate
55.6%
return
+0.9%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 27
$2279000.00
-4.3%
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
-7.8%
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.
Other
Long
Jul 07
$149700.00
+1.0%
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
$72300.00
+15.2%
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
+3.7%
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
$592.79
+2.1%
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
$1825.07
-1.4%
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
-0.8%
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
+0.4%
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
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Park Jun-young has 9 trade ideas tracked on Buzzberg across 9 tickers since May 2026. Ranked #458 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, 000660.KS, LRCX.
