Calls
4
Seo Hyeong-dae
Analyst
Win Rate
75.0%
return
+94.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 14
$238.40
-10.5%
Trump's proposed 50% defense budget increase plus missile supply bottlenecks and direct government investment in missile production are strong momentum for the US defense sector; L3Harris has repeatedly hit new highs.
Thematic ETFs
Long
Jan 14
$47.47
+130.7%
KeyBanc raised targets and upgraded AMD and Intel on strong server CPU demand, with 2026 server CPU volumes already sold out; AMD guided to 50% server CPU market growth and strong new products, while Intel may raise prices and has improving Panther Lake yields.
Foundry Equipment
Long
Jan 14
$221.44
+146.6%
KeyBanc raised targets and upgraded AMD and Intel on strong server CPU demand, with 2026 server CPU volumes already sold out; AMD guided to 50% server CPU market growth and strong new products, while Intel may raise prices and has improving Panther Lake yields.
AI Compute
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Seo Hyeong-dae has 4 trade ideas tracked on Buzzberg across 4 tickers since January 2026. Most covered: ITA, BNO, AMD.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
