Calls
4
Song Myung-suk
Senior Analyst, IM Securities
Win Rate
25.0%
return
-9.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 13
$124.57
-12.4%
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
Long
Jun 13
$511.57
+9.0%
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
$2176000.00
-14.7%
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
Showing 3 of 4 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Song Myung-suk has 4 trade ideas tracked on Buzzberg across 4 tickers since June 2026. Most covered: AMD, INTC, 000660.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
