Calls
12
Yang Heechang
Manager, Samsung Active Asset Management
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 30
$434.52
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Sandisk and Western Digital are memory/storage beneficiaries as reasoning models require far more memory and storage; they are top holdings of the active ETF.
AI Memory
Long
Apr 30
$55.88
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Reasoning models and AI agents raise compute needs by 100x and 30x respectively, shifting demand to memory, network, power and CPU; AI infrastructure demand estimates are being revised upward.
Thematic ETFs
Long
Apr 30
$265.06
-
Anthropic's revenue quadrupled in three months as Claude Code gained popularity, and Amazon and Google are the two cloud infrastructure providers for Anthropic. He re-added Alphabet at 4% before earnings because results were likely to be strong, while Amazon is another beneficiary of the same Anthropic cloud demand.
Hyperscalers
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Yang Heechang has 12 trade ideas tracked on Buzzberg across 16 tickers since April 2026.
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
