Calls
2
u/madness_incarnate_22
Reddit r/stocks
Win Rate
100.0%
return
+5.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Sep 13
$1812000.00
+6.7%
The author contends Chinese firms already manufacture RAM chips on par with Korean makers, underscoring that memory production is not hard. This implies the outsized margins of Korean RAM producers like SK Hynix are not sustainable as competition intensifies. The catalyst is ongoing Chinese memory capacity expansion pressuring prices and margins. Main risk is that Chinese output may lag in advanced nodes or quality.
AI Memory
Short
Sep 13
$259500.00
+4.2%
The author argues that Chinese manufacturers can and do produce RAM chips on par with Korean producers, demonstrating that RAM manufacturing is not technically difficult. Because of this, the current elevated margins of Korean RAM makers are almost certainly unsustainable as Chinese supply competes. The implied catalyst is continued Chinese capacity ramp pressuring memory pricing and margins. Main risk is that Chinese producers may not scale or match quality as quickly as assumed.
AI Memory
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u/madness_incarnate_22 has 2 trade ideas tracked on Buzzberg across 2 tickers since September 2026. Most covered: 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
