Calls
4
Song Myung-suk
Senior Analyst, IM Securities
Win Rate
0.0%
return
-18.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 13
$2176000.00
-23.3%
In 2026, Korean DRAM production growth will drop sharply to 10-13% as new capacity shifts to HBM production, which has lower effective conventional DRAM output and die penalty. Meanwhile, demand from big tech will still rise ~20%, keeping supply tight and extending the upcycle.
AI Memory
Long
Jun 13
$321000.00
-22.6%
TSMC's sub-3nm capacity is tight, leading potential second-source business for Samsung from Apple, MediaTek, AMD. Additionally, Nvidia's upcoming 3D stacking of GPU and CPU in 2028 could be a transformative opportunity for Samsung's foundry to compete with TSMC, providing a potential upside catalyst for the stock.
AI Memory
Long
Jun 13
$511.57
-7.6%
Agentic AI increases control complexity, shifting CPU-to-GPU ratio from 4:1 toward 2:1 or 1:1, boosting CPU demand. This supports AMD and Intel, though TSMC's capacity bottleneck may limit supply.
AI Compute
Long
Jun 13
$124.57
-21.5%
Agentic AI increases control complexity, shifting CPU-to-GPU ratio from 4:1 toward 2:1 or 1:1, boosting CPU demand. This supports AMD and Intel, though TSMC's capacity bottleneck may limit supply.
Foundry Equipment
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Song Myung-suk has 4 trade ideas tracked on Buzzberg across 4 tickers since June 2026. Most covered: AMD, INTC, 000660.KS.
