P

Park Myung-seok

5.0 ★★★★★ Posted today
· tracked since Apr 2026
Follow Add thesis
Ideas 13
Long / short 13 L/0 S
Win rate -
Tracked posts 6 0.33/day
Avg return -
Long return -
Short return -
New ideas 13 last 30d
Most mentioned
Best trades
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Worst trades
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Pick return distribution

Live distribution of all picks with entry price. Right tail = home runs.
< -30%-30/-10-10/00/+20+20/+50+50/+100> +100%
Bottom 10%
-
Median
-
Top 10%
-

Average returns

first-opened thesis horizon: return + win-rate
7 days 1 eval.
+9.1%
L +9.1% S -
Win rate 100%
30 days 0 eval.
-
L - S -
Win rate -
90 days 0 eval.
-
L - S -
Win rate -
Closed-window returns from the first opened position per ticker/side. 90d = picks opened 90+ days ago
Result
Theme Stance
Ticker
Side
Theme
Entry
P&L
Thesis
First opened
Mentions
Source
COP
Long
Energy
$118.90
-
Accumulate Chevron and Conoco on pullbacks.
May 07
YOUTUBE
CVX
Long
Energy
$185.16
-
Accumulate Chevron and Conoco on pullbacks.
May 07
YOUTUBE
GLW
Long
Photonics
$181.87
-
NVIDIA partnership boosts optical connectivity
May 06
YOUTUBE
000660.KS
Long
AI/Semi
$1599000.00
-
Memory semis always rise, buy any dip.
May 06
YOUTUBE
005930.KS
Long
AI/Semi
$260250.00
-
Samsung foundry and memory look strong
May 06
YOUTUBE
INTC
Long
AI/Semi
$112.95
-
CPU demand rising for agentic AI.
May 05
YOUTUBE
PLTR
Long
AI/Semi
$135.11
-
Palantir is agentic AI infrastructure.
May 05
YOUTUBE
SMCI
Long
AI/Semi
$33.00
-
Server cycle returning, SMCI guidance strong.
May 05
YOUTUBE
SOXX
Long
AI/Semi
$491.75
-
AI drives semiconductors regardless of macro.
May 05
YOUTUBE
WDC
Long
AI/Semi
$473.19
-
Memory semiconductors at unprecedented inflection point.
May 05
YOUTUBE
MU
Long
AI/Semi
$668.80
-
Memory semiconductors at unprecedented inflection point.
May 05
YOUTUBE
AMD
Long
AI/Semi
$407.40
-
CPU demand rising for agentic AI.
May 05
YOUTUBE
SMH
Long
AI/Semi
$463.96
-
Semiconductors best if Iran resolves.
Apr 20
YOUTUBE
Showing 13 of 13 picks · sorted by mentions