일방적 폭락은 끝났습니다" 삼전닉스는 팔지 마세요. 그리고 이제 '이 주식'으로 돈 몰립니다[찐코노미]
"The one-sided crash is over" Don't sell Samsung/Hynix. And now money is pouring into 'this stock' [Jjinconomy]
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — well below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredSK Hynix 3 →Hyundai Motor 3 →Samsung Electronics 3 →
"The one-sided crash is over" Don't sell Samsung/Hynix. And now money is pouring into 'this stock' [Jjinconomy]
"The one-sided crash is over" Don't sell Samsung/Hynix. And now money is pouring into 'this stock' [Jjinconomy]
"The one-sided crash is over" Don't sell Samsung/Hynix. And now money is pouring into 'this stock' [Jjinconomy]
"The surge in Chinese robot stocks is good news", Hyundai Motor's valuation goes up 'at this time' [Jjinconomy]
"Hynix for the short term, Samsung Electronics for the long term" — the real game starts 'at this moment' [Jjinconomy] #YeomSeunghwan
There is no reason for POSCO Holdings not to rise — lithium has bottomed and a battery-materials turnaround/rebound is coming in the second half.
Ecopro HN's HBM packaging material approval and 10x capacity expansion support a second-half rebound.
The 1.2 trillion won capital increase is now good news; Ecopro BM rebounds in the second half via its nickel smelter bet.
Buy Hyundai Motor on dips — governance restructuring and a Boston Dynamics listing will transform the stock's trajectory.
Samsung Electronics is a buy as leverage-ETF supply distortion unwinds and record second-half results arrive.
Hungary plant utilization gains, Indonesian nickel cost savings and cell-customer diversification are the key second-half positives for Ecopro group shares.
Secondary battery stocks have bottomed and Samsung SDI is the top-priority pick for the second half, driven by ESS growth, 66% of the government AI distribution-grid order, Tesla value-chain momentum, prismatic-cell competitiveness, and lighter supply overhang than LG Energy Solution.
Battery sector as a whole has bottomed, though LG Energy Solution carries heavier supply/demand burden than Samsung SDI.
Kia has hidden robot joint-venture momentum and shares Hyundai Motor Group's robotics re-rating upside.
EcoPro BM is stuck in a range with a capped upside — criticized funding methods, poor returns on over 1 trillion won invested (only 23.7 billion won equity-method profit), Europe locked up by China through 2028, and a still-expensive valuation.
Hyundai Mobis' intrinsic value is intact despite the short-term supply/demand tangle, making it a buy alongside Hyundai Motor.
The 36% decline in Hyundai Motor is a low-point buying opportunity rather than a crisis, since Hyundai's stated future roadmap is unchanged — Nvidia autonomous-driving collaboration and the ALMAC humanoid training base opening at the end of Q3.
After June's leveraged-ETF-driven surge, SK Hynix faces a possible summer correction as cracks appear in the semiconductor monopoly and money rotates away.
Samsung Electronics' foundry business is the 'cheat key' that will change its future, making it the portfolio's center of gravity for the second half despite possible summer correction.
SpaceX and Tesla could merge 'at this moment.' The big picture Musk is drawing [Jjinconomy]
Current KOSPI volatility is abnormal but fundamentals are alive; the semiconductor/AI cycle is still in its early stages, implying further upside.
LG Energy Solution is preparing a powerful turnaround from the bottom of its trading range because US big tech must pay up for its capacity amid an overwhelming ESS shortage — in a turnaround, whoever has the most capacity is king.
Robotics and AI is the sector with certain growth momentum, with Nvidia at its center driving the Hyundai alliance opportunity.
Samsung SDI's real surge hasn't started yet; downside is firm thanks to Samsung Display stake revaluation (up to 18 trillion won) and solid-state battery leadership into the 2027 mass-production roadmap.
'This' hidden behind the semiconductor surge — the real reason POSCO's technology is scary [Jjinconomy]
EcoPro has the best price elasticity and should be bought on dips; European lithium hydroxide supply deals plus the largest short balance set up a potential short squeeze surge.
Tesla's price hikes and $25B capex are a masterstroke; vertical integration will let it monopolize the future autonomous-driving market, so the current correction is a prelude to upside.
POSCO Holdings is re-rating as a market leader on ESS demand, lithium price rebound and Argentine brine turning profitable, and is making a third attempt to break its 750,000-won record high.
"Won't the Samsung strike make them rush to introduce robots?" 'At this moment' Hyundai Motor and Kia share prices grow explosively [Jjinconomy]
"Won't the Samsung strike make them rush to introduce robots?" 'At this moment' Hyundai Motor and Kia share prices grow explosively [Jjinconomy]
SK Hynix is renewing all-time highs, contrasted favorably against Samsung Electronics.
Samsung Electronics stock will soar once the strike issue ends; the current dip is an opportunity given record earnings and an undervalued 6x PER.