Calls
8
#786
Alpha Score 61.7
Seo Young-jae
Manager, NH Investment & Securities
Win Rate
87.5%
return
+9.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 26
$346.96
+1.0%
Hyperscalers will benefit from the rise of open-weight AI models, which lower token costs and allow cloud providers to capture more profit margins instead of paying model developers.
Hyperscalers
Long
Aug 26
$172.73
+2.7%
Palantir's revenue growth and order backlog are accelerating strongly, and its EV/EBITDA multiple has compressed from 200x to around 60x, making it relatively more attractive. While the stock can continue to rise based on strong earnings growth, investors should not expect multiple expansion due to rising competition from Anthropic, Mistral, and big tech entering the space.
AI Software
Long
Aug 26
$277.58
+16.6%
Cloudflare is thriving as an AI beneficiary due to the explosion of non-human (bot) traffic driven by Agentic AI, which has already surpassed human traffic and is increasing demand for Cloudflare's security services. Additionally, its new AI-based payment support service could become a massive revenue driver by taking a fee on AI-driven transactions.
Cybersecurity
Showing 3 of 8 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Seo Young-jae has 8 trade ideas tracked on Buzzberg across 8 tickers since July 2026. Ranked #786 on the Buzzberg Alpha leaderboard. Most covered: META, AMZN, MSFT.
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
