Calls
9
#688
Alpha Score 27.1
Yu Yeong-hwa
Deputy Department Head, KB Securities
Win Rate
44.4%
return
-4.7%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 25
$542.00
+3.3%
As AI moves from training to inference and agentic AI, CPUs gain equal importance to memory. Intel, AMD, and Arm are the primary beneficiaries of this next wave, with forecasted 37% CAGR in revenue through 2030. These stocks are still underappreciated compared to memory plays and offer a longer-duration AI investment. Investors should study and position in CPU names as the AI cycle expands.
AI Compute
Long
Jun 25
$378.28
-14.4%
As AI moves from training to inference and agentic AI, CPUs gain equal importance to memory. Intel, AMD, and Arm are the primary beneficiaries of this next wave, with forecasted 37% CAGR in revenue through 2030. These stocks are still underappreciated compared to memory plays and offer a longer-duration AI investment. Investors should study and position in CPU names as the AI cycle expands.
AI ASIC
Long
Jun 25
$138.23
-20.7%
As AI moves from training to inference and agentic AI, CPUs gain equal importance to memory. Intel, AMD, and Arm are the primary beneficiaries of this next wave, with forecasted 37% CAGR in revenue through 2030. These stocks are still underappreciated compared to memory plays and offer a longer-duration AI investment. Investors should study and position in CPU names as the AI cycle expands.
Foundry Equipment
Long
May 26
$2084000.00
+4.6%
SK hynix is a leading memory semiconductor stock in the AI cycle. As memory demand rises with token usage, SK hynix benefits directly from HBM and DRAM. The company has strong earnings momentum, and the current valuation is still attractive relative to growth prospects.
AI Memory
Long
May 26
$300500.00
-5.2%
Samsung Electronics is a core memory semiconductor beneficiary in the AI cycle. Its earnings have grown faster than its stock price, compressing the P/E ratio from 15x to 6x despite the price doubling, indicating it remains cheap relative to earnings growth. The strong earnings base and continued upward revisions support further upside.
Other
Long
May 26
$1582000.00
+0.1%
Samsung Electro-Mechanics is a key component supplier for AI (MLCC). It demonstrated strength by hitting new highs during the rate-induced market correction, signaling resilience. MLCC demand is driven by the AI supply chain, making it a beneficiary of the next wave after memory.
AI Hardware
Long
May 26
$663000.00
-26.4%
Hyundai Mobis is preferred over Hyundai Motor because its actuator business is a core component for robotics. Actuators are becoming increasingly important in the robotics/automation theme, giving Mobis a differentiated edge. While not in the top three core holdings, it is a favorable stock for long-term exposure to robotics.
Autos & EV
Long
May 26
$827.72
+18.6%
Micron is a memory semiconductor leader in the AI cycle, alongside SK hynix and Samsung Electronics. The entire memory group has strong earnings momentum and remains cheap. Micron is a US-listed option for Korean investors to gain memory exposure.
AI Memory
Long
May 26
$215.12
-2.1%
NVIDIA is the primary direct beneficiary of the AI cycle. For Korean investors who can buy US stocks, it is better to buy the core beneficiary (NVIDIA) directly rather than Korean supplier stocks, as it offers the most direct exposure and likely better returns.
AI Compute
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Yu Yeong-hwa has 9 trade ideas tracked on Buzzberg across 9 tickers since May 2026. Ranked #688 on the Buzzberg Alpha leaderboard. Most covered: NVDA, MU, AMD.
