Calls
3
Sean McGould
CEO and CIO of The Lighthouse Group
Win Rate
33.3%
return
-1.5%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jul 07
$2209000.00
-1.3%
SK hynix is a leading memory/DRAM supplier in the AI semiconductor supply chain and, alongside Samsung, represents a disproportionate driver of KOSPI returns, benefiting from sustained AI-related capex.
AI Memory
Long
Jul 07
$298500.00
-4.5%
Samsung Electronics accounts for a dominant share of KOSPI returns and is a key beneficiary of the global AI capital expenditure buildout, providing critical semiconductor components.
Other
Long
Jul 07
$180.59
+1.4%
Korea launched its corporate value-up program in 2024 modeled after Japan's reforms, requiring better capital allocation and shareholder returns. New rules force boards to consider minority shareholder rights, and a capital gains tax relief program until May 2026 encourages repatriation of overseas capital. Retail leveraged ETF trading has surged. These changes plus AI supply-chain demand have driven the KOSPI up 234% since January 2024 versus 63% for the S&P 500.
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Sean McGould has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: EWY, 000660.KS, 005930.KS.
