욕까지 나왔던 어제의 급락장!” 외국인은 왜 삼성전자는 사고 SK하이닉스는 팔았나? / 반도체 주가 흐름 달라질까? ㅣ 이권희 대표
소캠/기판/패키징은 조정 후 재반등이 가능하다 (개별 종목 특정 불가)
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 — 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 5 →Samsung Electronics 5 →Hyundai Motor 3 →
소캠/기판/패키징은 조정 후 재반등이 가능하다 (개별 종목 특정 불가)
KOSDAQ over KOSPI? Switch your Q4 portfolio? / Is the No.1 earnings grower next year secondary batteries? Is a great reversal starting? | Heo Jae-hwan, Managing Director, Eugene Investment & Securities
LG Energy Solution is stronger than Samsung SDI? / A huge opportunity opened for EcoPro and POSCO Future M… the real battleground for battery stocks is 'here'ㅣCritic Yoon Seok-cheon
LG Energy Solution is stronger than Samsung SDI? / A huge opportunity opened for EcoPro and POSCO Future M… the real battleground for battery stocks is 'here'ㅣCritic Yoon Seok-cheon
U.S. semiconductor stocks plunge the day before Samsung Electronics' earnings release… Should we be scared? / Or was today a chance to pick up the stocks we wanted to buy?ㅣCEO Lee Kwon-hee
With Chinese batteries blocked, the game changes… 46-pi cylindrical batteries go beyond EVs to AI data centers / The biggest beneficiary is 'this one' ㅣDirector Han Byung-hwa
Samsung Elec & SK Hynix — now is not the time to sell…The decisive signal that foreigners are coming back…The 2027 'mega cycle' that HBM4 will create | Mirae Asset Global Investments Director Choi Chang-kyu
Oversold on the rate spike… An uneasy market, preparing for a rebound? / The '2 stocks' that have become way too cheap right now | CEO Lee Kwon-hee
KOSPI falls as foreigners keep dumping… until when? / SK Hynix's HBM dominance wavers — why the game is turning in Samsung Electronics' favor | The Premier CEO Kang Gwan-woo
KOSPI falls as foreigners keep dumping… until when? / SK Hynix's HBM dominance wavers — why the game is turning in Samsung Electronics' favor | The Premier CEO Kang Gwan-woo
KOSPI falls as foreigners keep dumping… until when? / SK Hynix's HBM dominance wavers — why the game is turning in Samsung Electronics' favor | The Premier CEO Kang Gwan-woo
Micron running toward its previous high at a PER of 7... Samsung Electronics and SK Hynix are at 4 — when will they catch up? / KOSPI 'weak early, strong late' — don't be afraid, CEO Lee Gwon-hee
The 4th attempt, why KOSPI 7,050 matters... Time to take another look at Samsung SDI and secondary batteriesㅣCEO Lee Kwon-hee
Meta's 'Muse' Changed the Game… The Era of Reasoning AI Opens…CPU Explosion, the Next Beneficiary Is Memory and Substrates (Semiconductor Materials/Parts/Equipment) U-Stock CEO Yoo Chang-hee
Meta's 'Muse' Changed the Game… The Era of Reasoning AI Opens…CPU Explosion, the Next Beneficiary Is Memory and Substrates (Semiconductor Materials/Parts/Equipment) U-Stock CEO Yoo Chang-hee
[#Global Insight] Why Samsung Electronics is stronger than SK Hynix / LG Electronics, awakened by Nvidia… why you should look again now | Semicon Research Lab CEO Keun-chang Noh
If SK Hynix and Intel Join Hands, Does the Game Change? / 'This Sector' That Will Survive Even High Rates… Right Before the Money Road Opens ㅣDirector Lee Young-hoon
Shipbuilding stocks keep falling... 2026 earnings are 'record-breaking', so why are they dropping? "Is this a real peak-out?" | Research Fellow Eom Kyung-a
[#RealMarketView] Three pieces of bad news hit, but.. why didn't the Korean stock market collapse? / 'This stock' that money flocks to even in a market with no leading stocks | Team Leader Hwang Yu-hyun
Will Rate Hikes Stop AI Investment?… Will Samsung Electronics and SK Hynix Begin a Great October Turnaround? / The 'Unexpected Beneficiary Stock' Created by the AI Investment Explosion ㅣ CEO Lee Kwon-hee
Will Rate Hikes Stop AI Investment?… Will Samsung Electronics and SK Hynix Begin a Great October Turnaround? / The 'Unexpected Beneficiary Stock' Created by the AI Investment Explosion ㅣ CEO Lee Kwon-hee
When will Hyundai Motor and Hyundai Mobis bounce back? / 'Top pick' among robot stocks is this one… Will they fall if rates rise?ㅣCEO Kim Min-su
When will Hyundai Motor and Hyundai Mobis bounce back? / 'Top pick' among robot stocks is this one… Will they fall if rates rise?ㅣCEO Kim Min-su
[#UrgentMarketWatch] The real reason Big Tech wants to push down memory prices / The semiconductor to watch now instead of the plunging Samsung Electronics and SK Hynix is 'right here' | Stock Golden Pig CEO Lee Kun-hee
[#Global Insight] Don't be fooled, the AI slowdown theory… AI data centers surging 3x / Why money is pouring into optical communications, substrates, and power | Semicon Research Lab CEO Noh Geun-chang
Semiconductors plunge on AI slowdown talk… still, the AI bull market isn't over "Why I expect weak-then-strong" / This week's FOMC is what mattersㅣCEO Lee Kwon-hee
Semiconductors plunge on AI slowdown talk… still, the AI bull market isn't over "Why I expect weak-then-strong" / This week's FOMC is what mattersㅣCEO Lee Kwon-hee
Semiconductors plunge on AI slowdown talk… still, the AI bull market isn't over "Why I expect weak-then-strong" / This week's FOMC is what mattersㅣCEO Lee Kwon-hee
Stocks Plunged on Rate Fears… Should You Sell Semiconductor Stocks Now? / The Timing to Go to Cash Is 'Now' | iM Securities Seoul Financial Center, Director Lee Young-hoon
[#RealMarketReport] A 'surprise rate hike' at next week's FOMC? The market could actually surge instead / Money is circulating into nuclear power, robots and MLCC… Are the leading stocks changing | CEO Lee Ju-yeon
How far will the KOSPI fall… 'this level' that's dangerous if broken / Even amid fears of a rate hike, there are stocks that will run ㅣCEO Lee Kwon-hee
After memory comes CPUs and PCBs… even Samsung Electronics' foundry comes back to life / Is a '5-year megatrend' beginning for chip equipment and substrate stocks?ㅣCEO Lee Kwon-hee
[#UrgentInterview] A plunge even as they buy back their own shares… Is the bull market over? / Why it's a shame to sell Samsung Electronics and SK Hynix now | The Premier CEO Kang Gwan-woo
Semiconductor Earnings Are Record-Breaking.. So Why Can't Samsung Electronics and SK Hynix Share Prices Rise? / Trump's Strike on Iran, a 'Negotiating Gambit' Rather Than War? ㅣCEO Lee Kwon-hee
I bought believing in robots and got stabbed in the back. Digging into Hyundai Motor's IR myself... the real reason short selling poured in | iM Securities Seoul Financial Center, Director Lee Young-hoon
[#RealMarketWatch] "It Didn't Collapse Even in the Rate Shock" Foreigners Are Already Betting on the Next Bull Market... Why It's Not Over Even If Samsung Electronics·SK Hynix Wobble | Mirae Asset Global Investments Director Choi Chang-gyu
Amazon bought 2 million more units... Nvidia pledges 70% growth next year "The peak-out theory for Samsung Electronics and SK Hynix is over" | HSL Partners CEO Lee Hyung-soo
Margin balances explode... 'This stock' institutions chose after selling Samsung Electronics and SK Hynix / U.S. ousting Chinese ESS.. Which is the domestic secondary battery leader? | Director Lee Ju-yeon
Margin balances explode... 'This stock' institutions chose after selling Samsung Electronics and SK Hynix / U.S. ousting Chinese ESS.. Which is the domestic secondary battery leader? | Director Lee Ju-yeon
[#Emergency Market Outlook] Don't be fooled by the plunge in semiconductor share prices…the DRAM shortage will only get worse / The 'cancellation scenario' hidden in Samsung Electronics preferred shares" | Manager Park Geun-hyung
The Regulatory Shackles Are Off! A Huge K-AMPC Boost Explodes… The Key Beneficiary Stock That Will Make Renewable Energy Fly Is 'This' ㅣ Eugene Investment & Securities Director Han Byung-hwa
They Say Semiconductor Stocks Are at a Peak, So Why Don't They Sell… The Real Bet of Long-Term Hedge Funds / Samsung SDI Turns to Profit Faster Than Expected… Has the Secondary Battery Sector Passed Its Bottom? | CEO Lee Kwon-hee
Samsung Electronics isn't finished… it still has a hidden 'knockout punch.' / Why robot actuators are taking off | CEO Lee Kwon-hee
Samsung Electronics' share plunge isn't over… an Nvidia-driven 'semiconductor stock reversal' is coming / secondary battery and bio rotation begins | Director Park Hyun-sang
Don't be scared… Samsung Electronics and SK Hynix will go through a correction first. / Shipbuilding stocks with good earnings, why can't they rise? | CEO Lee Kwon-hee
Have memory semiconductors bottomed out? Long-term foreign investors have started buying. / U.S. long-term Treasury yields spike — what impact on the Korean market? | CEO Lee Kwon-hee
Have memory semiconductors bottomed out? Long-term foreign investors have started buying. / U.S. long-term Treasury yields spike — what impact on the Korean market? | CEO Lee Kwon-hee
'This' is more urgent than the ship… the data center Big Tech urgently requested from K-shipbuilding? / 'Engine stocks' earnings will explode before shipbuilding stocks | Research Fellow Eom Kyung-a
Telecom stocks such as SK Telecom are being re-rated as growth stocks and will lead the new rally
Hyundai Mobis will make a big move up after a quiet trading range
LG Innotek is next to rise after Samsung Electro-Mechanics
It wasn't Samsung Electronics… the reason Morgan Stanley picked 'Samsung Electro-Mechanics' as top pick / The sector to watch in KOSDAQ right now is 'here' | CEO Lee Kwon-hee
[#Urgent market report] KOSPI surge, short covering exploded... foreigners buy 3 trillion, the firepower is rushing to 'here' / Why today is really important | Director Park Hyun-sang
SK Hynix surges in the U.S.… Foreigners have started buying Samsung Electronics again. Why? / Samsung SDI — big good news on ESS | CEO Lee Kwon-hee
[#Urgent market report] Is a KOSDAQ surge starting? 'This' is what individual investors must be most careful of / Alteogen's rise, is it a breakout of the short-term resistance zone? | CEO Lee Ju-hyun
Has KOSDAQ hit bottom and started a full-fledged rally? The next leading sector is 'this one' ㅣ Director Lee Young-hoon
Samsung Electronics' earnings are at their peak, recalling the 2018 downturn nightmare; suggests looking at other names instead
DRAM/memory boom is not over — 73% of big tech CAPEX is going to memory semiconductors, supporting SK Hynix
Lee Soo Petasys and the PCB substrate sector have fallen excessively, implying a rebound
Pension funds keep buying Samsung E&A — positive view on the stock
If the secondary battery sector rebounds, POSCO Holdings will move up with it
Hyosung Heavy Industries and the power equipment sector have rebound potential
Hyundai Motor is at a bottom and can rise again
When the market turns, semiconductor stocks will again become the leading sector