#478 Alpha Score 33.2

Yu Yeong-hwa

Deputy Department Head, KB Securities
· tracked since May 2026
478
BUZZBERG Alpha Score combines three things: realized average return, confidence in the sample size, idea volume, and speaker reputation. Speakers with only a few calls are pulled closer to the platform average; speakers with many evaluated ideas keep more of their own return. Reputation only boosts: 5.0 or lower is neutral, while scores above 5 add weight. Scores are normalized to 0-100; 100 is best. Read the FAQ
Alpha Score 33.2
Calls 6 1 Posts tracked · 1.0/day
Calls
7d 6
30d 6
90d 6
Best Calls
MU long +9.9%
012330.KS long +0.2%
Worst Calls
000660.KS long -1.5%
009150.KS long -0.6%
005930.KS long -0.5%
Most Mentioned
NVDA ×1
MU ×1
000660.KS ×1
Recent Calls
MU long 1 day ago
NVDA long 1 day ago
012330.KS long 1 day ago
Win Rate 33% Long 6 Short 0
Win Rate
7d —
30d —
90d —
Average Return +1.2% Long Return +1.2% Short Return -
Average Return
7d —
30d —
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
000660.KS SK hynix Inc. SK hynix Inc.
Long
May 26
$2084000.00
-1.5%
SK hynix core memory play, earnings strong.
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/Semi
YOUTUBE
005930.KS Samsung ... Samsung Electronics...
Long
May 26
$300500.00
-0.5%
Samsung Electronics cheap on earnings, AI beneficiary.
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.
AI/Semi
YOUTUBE
009150.KS Samsung ... Samsung Electro-Mec...
Long
May 26
$1582000.00
-0.6%
Samsung Electro-Mechanics MLCC beneficiary, strong.
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/Semi
YOUTUBE
012330.KS Hyundai ... Hyundai Mobis Co., Ltd.
Long
May 26
$663000.00
+0.2%
Hyundai Mobis actuator play for robotics.
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.
Consumer
YOUTUBE
MU Micron T... Micron Technology, Inc.
Long
May 26
$827.72
+9.9%
Micron memory play, earnings cheap.
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/Semi
YOUTUBE
NVDA NVIDIA C... NVIDIA Corporation
Long
May 26
$215.12
-0.5%
NVIDIA direct AI beneficiary, buy directly.
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/Semi
YOUTUBE
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