u/Amish1987

Reddit r/wallstreetbets
· tracked since Sep 2026
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Calls 1 1 Posts tracked · 1.0/day Posted today
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Long
Sep 11
$26.87
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Korean AI memory supply chain via KSMH
The author argues investors are crowding into the same US AI names while SK Hynix and Samsung sit in the middle of the AI memory boom, and KSMH packages that Korean AI semiconductor supply chain into one trade. The mechanism is that continued AI infrastructure spending would drive demand for Korean memory suppliers, potentially making KSMH a widely followed ticker. The author explicitly flags the ETF as new, concentrated, and not low risk, and asks for the bear case.
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u/Amish1987 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026.