Calls
3
Sanjeev Rana
Head of Korea Research, CLSA
Win Rate
0.0%
Return
-7.7%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 25
$2952000.00
-9.5%
Memory chip stocks (Micron, Samsung, SK Hynix) are still trading at single-digit PEs while other semiconductor stocks trade at 15-40x. AI has transformed memory demand from cyclical to structural, long-term customer contracts with strict penalties provide visibility and smooth cycles, and near-term memory prices are rising. This should drive a re-rating to 15-20x PE, implying significant upside.
AI/Semi
Long
Jun 25
$358000.00
-5.2%
Memory chip stocks (Micron, Samsung, SK Hynix) are still trading at single-digit PEs while other semiconductor stocks trade at 15-40x. AI has transformed memory demand from cyclical to structural, long-term customer contracts with strict penalties provide visibility and smooth cycles, and near-term memory prices are rising. This should drive a re-rating to 15-20x PE, implying significant upside.
AI/Semi
Long
Jun 25
$1236.28
-8.4%
Memory chip stocks (Micron, Samsung, SK Hynix) are still trading at single-digit PEs while other semiconductor stocks trade at 15-40x. AI has transformed memory demand from cyclical to structural, long-term customer contracts with strict penalties provide visibility and smooth cycles, and near-term memory prices are rising. This should drive a re-rating to 15-20x PE, implying significant upside.
AI/Semi
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Sanjeev Rana has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: MU, 000660.KS, 005930.KS.
