Calls
13
#1122
Alpha Score 2.3
Seo Dong-ju
Host
Win Rate
15.4%
return
-21.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 13
$81189.00
-22.0%
The CLARITY Act is a positive catalyst for Bitcoin. Its passage is not yet fully priced into the market, so when the act passes, Bitcoin is likely to rise.
Crypto Assets
Long
Jun 29
$2560000.00
-41.1%
Chainlink's infrastructure thesis is valid, but it is not yet time to buy because the Clarity Act catalyst remains uncertain and may be delayed until late next year. Meanwhile, memory semiconductor stocks are reporting strong earnings right now, offering immediate upside and making them a better near-term capital allocation than waiting for Chainlink's trigger. The investor should favor Samsung Electronics, SK hynix, and Micron for current action.
AI Memory
Long
Aug 12
$1.96
+1.5%
Users who try Morpho's vault service (Morpho Blue, Morpho Vaults) find it greatly simplifies DeFi yield and are buying the Morpho token (MOPH) because they believe the project will succeed; the platform has already integrated with Coinbase and Robinhood, and its differentiated curated vault structure is driving rapid adoption and price appreciation.
Crypto Assets
Long
Jul 21
$69.49
+2.2%
If tokenized collateral and real-time settlement free up large amounts of idle capital currently tied up as clearing-fund collateral, US banks and brokerage houses will enjoy improved capital efficiency and a structural tailwind for their stocks.
Thematic ETFs
Long
Jun 29
$317750.00
-19.6%
Chainlink's infrastructure thesis is valid, but it is not yet time to buy because the Clarity Act catalyst remains uncertain and may be delayed until late next year. Meanwhile, memory semiconductor stocks are reporting strong earnings right now, offering immediate upside and making them a better near-term capital allocation than waiting for Chainlink's trigger. The investor should favor Samsung Electronics, SK hynix, and Micron for current action.
AI Memory
Long
Jun 29
$1132.33
-19.3%
Chainlink's infrastructure thesis is valid, but it is not yet time to buy because the Clarity Act catalyst remains uncertain and may be delayed until late next year. Meanwhile, memory semiconductor stocks are reporting strong earnings right now, offering immediate upside and making them a better near-term capital allocation than waiting for Chainlink's trigger. The investor should favor Samsung Electronics, SK hynix, and Micron for current action.
AI Memory
Long
Jun 09
$40.95
-24.5%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
NeoCloud
Long
Jun 09
$24.29
-26.5%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
Crypto Miners
Long
Jun 09
$16.52
-26.4%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
Crypto Miners
Long
Jun 09
$27.15
-23.0%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
Crypto Miners
Long
Jun 09
$119.60
-24.0%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
Crypto Miners
Long
Jun 09
$59.19
-26.6%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
NeoCloud
Long
Jun 09
$25.86
-33.5%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
Crypto Miners
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Seo Dong-ju has 13 trade ideas tracked on Buzzberg across 13 tickers since May 2026. Ranked #1122 on the Buzzberg Alpha leaderboard. Most covered: BTC, 000660.KS, HUT.
