Buzzberg Cup Bracket locked

Seo Hyeong

Assistant Manager
· tracked since May 2026
Calls
2
Win Rate
50.0%
Return
+16.8%
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 2
Best Calls
MU long +41.1%
Worst Calls
COHR long -7.6%
Most Mentioned
MU ×1
COHR ×1
Recent Calls
COHR long 1 month ago
MU long 1 month ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 0%
30d 100%
90d
Average Return +16.8% Long Return +16.8% Short Return -
Average Return
7d -6.6%
30d +18.0%
90d
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 14
$411.81
-7.6%
Coherent benefits from AI optical demand
Bank of America raised Coherent's target to $400 from $365, driven by AI optical market growth and CEO participation in the China summit. The AI optical segment is expected to expand significantly, and Coherent is a key beneficiary.
Photonics
Long
May 14
$802.50
+41.1%
Micron benefits from HBM supply tightness
Bank of America raised Micron's price target to $950 from $500, citing HBM demand surge and structural supply tightness. Memory supply expansion is constrained by capital, power, and geopolitical factors, while memory content per device triples by 2030, ensuring supplier pricing power. Supply tightness will persist until at least 2028, supporting Micron's earnings.
AI/Semi
Showing 2 of 2 picks · sorted by mentions

Seo Hyeong has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: MU, COHR.