HBM Hudbay Minerals Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
23:45
Oct 02
Oct 02
815 Money Talk
Korean HBM lead survives China legacy threat
China has invested in memory/NAND for a decade and is improving—CXMT has about 10% share and DDR5/NAND gaps have narrowed—but Kwon says Korea still leads HBM by roughly three years. EUV export restrictions, China's weaker domestic EUV, and difficult DUV multi-patterning should keep China from catching up within five years, so Korea should widen the gap with HBM5/6 and focus on HBM/AI/HPC rather than legacy DRAM.
HBM
Hudbay Minerals Inc.
Long
1ST
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07:00
Oct 01
Oct 01
815 Money Talk
HBM prices to rise 121% next year.
HBM prices are set to rise 121% next year as HBM3E rises about 40% and HBM4 more than doubles from $5/Gb. With HBM reaching 30-40% of sales mix, overall memory ASPs cannot fall, especially as HBM consumes roughly triple the wafer capacity and server/agentic AI demand tightens supply.
HBM
Hudbay Minerals Inc.
Long
1ST
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22:06
Sep 23
Sep 23
Chesley Investment Advisory
Korea's HBM dominance gives strategic leverage.
Korea currently dominates HBM, the most critical component for AI semiconductors. Because China aims to lead in semiconductors and AI by 2035 but lacks HBM, it must seek cooperation with Korea, giving Korea strategic leverage. This supports the strategic value of Korean HBM producers.
HBM
Hudbay Minerals Inc.
Long
1ST
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About HBM Investor Commentary
Across the available history and selected sources, Buzzberg tracks HBM (Hudbay Minerals Inc.) across 36 sources: 31 bullish vs 0 bearish calls from 52 authors. Historical directional balance: 44% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 70 total trade ideas tracked. Past 7 days, before deduplication: 2 other directions. Latest voices: Kwon Young-hwa, Noh Geun-chang, So Hyeon-cheol.