So Jin-heung
Manager
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 19
$2865000.00
-3.5%
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/Semi
Long
Jun 19
$369000.00
-4.1%
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/Semi
Long
Jun 19
$60.59
-0.0%
China's STAR Board and ChiNext indices, heavily weighted toward AI hardware and semiconductor stocks, have been trending upward and will continue to outperform the broader Shanghai Composite. The structural shift toward advanced manufacturing and AI demand supports these indices, while large-cap banks and consumer stocks lag.
Macro
Long
Jun 19
$659.88
+0.0%
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.
AI/Semi
Showing 4 of 4 picks · sorted by mentions
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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.