Power equipment 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
Company / ticker
Since idea
Source
Thesis
03:39
Sep 21
Sep 21
3PRO TV (삼프로TV)
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AI infrastructure rotation continues
Within AI infrastructure, money is rotating among optical communications, robots, and power equipment, and the rotation can continue this week as small and mid-caps attract funds.
11:07
Sep 15
Sep 15
3PRO TV (삼프로TV)
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Nuclear beats power equipment on AI power.
The next AI bottleneck is electricity. Power equipment trends are poor, but nuclear is better positioned. Only Korea can realistically partner with the US on nuclear, and both Westinghouse APR1400 and Team Korea APR reactors require Doosan Enerbility for core components, while Hyundai E&C and Daewoo E&C have the construction track record. Nuclear is still thematic but should begin showing earnings.
08:00
Sep 13
Sep 13
815 Money Talk (815머니톡)
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Stay with AI leaders over defensives.
It is not yet time to rotate into defensive stocks. Even when US leading stocks wobble, defensive sectors do not necessarily rise. The market remains driven by AI momentum, so AI leaders in semiconductors and power equipment should remain the portfolio core, though with lower weight.
About Power equipment Investor Commentary
Across the available history and selected sources, Buzzberg tracks Power equipment across 3 sources: 53 bullish vs 0 bearish calls from 36 authors. Historical directional balance: 87% = 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. 61 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 1 other directions. Latest voices: Lee Ji-eun, Hwang Yoo-hyun, Lee Ji-hwan.