Calls
4
So Jin-heung
Manager
Win Rate
0.0%
return
-24.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 19
$659.88
-13.3%
Japanese semiconductor equipment makers are global top-tier, and their market cap share keeps increasing, reflecting the long-term structural AI buildout. Even skeptics accept AI's future, so equipment demand won't be a short cycle, making these stocks attractive.
Thematic ETFs
Long
Jun 19
$2865000.00
-35.2%
Korean memory chip makers Samsung Electronics and SK Hynix have seen huge share price increases, yet their valuations have not expanded because earnings estimates are surging even faster. The stocks are still considered cheap relative to growth, with no valuation re-rating despite strong performance.
AI Memory
Long
Jun 19
$369000.00
-29.3%
Korean memory chip makers Samsung Electronics and SK Hynix have seen huge share price increases, yet their valuations have not expanded because earnings estimates are surging even faster. The stocks are still considered cheap relative to growth, with no valuation re-rating despite strong performance.
AI Memory
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So Jin-heung has 4 trade ideas tracked on Buzzberg across 4 tickers since June 2026. Most covered: SMH, 000660.KS, 005930.KS.
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
