Ticker brief
005930
last close
·
1 day
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14 days
·
mkt cap
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signals 14d
32
authors 14d
6
crowd 14d
-0.1σ
No price history on file for this name (likely non-equity or unlisted) — the “since then” column below stays blank.
Sentiment — last 14 days
daily mean sentiment, 2026-08-16 → 2026-08-27 · now +0.18 (−1 bearish … +1 bullish)
Who spoke6
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @Jaymin_Alpha | B | -1.16 | 17 | +0.24 |
| @TheValueist | B | -0.53 | 9 | +0.38 |
| @IngJuanPa7 | B | -1.61 | 3 | +0.13 |
| @GregInvestFr | C | +0.01 | 1 | +0.45 |
| @Leoskie_L | A | -1.67 | 1 | +0.35 |
| @hibooexpert | C | -1.12 | 1 | -0.25 |
Recent signals30of 32 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-27 | @Jaymin_Alpha | -0.30 | Frames the session as large-cap selling and rotation into non-semiconductor stocks. | · | tweet ↗ |
| 2026-08-27 | @TheValueist | +0.10 | Reports a $4B Indiana fab investment with U.S. HBM production targeted for H2 2029. | · | tweet ↗ |
| 2026-08-27 | @TheValueist | +0.15 | Assesses NVHBM as NVIDIA-controlled custom memory that improves sourcing leverage without commoditizing HBM. | · | tweet ↗ |
| 2026-08-27 | @TheValueist | +0.45 | Long-form storage thesis on NAND scarcity, pricing, DirectFlash and competitive read-throughs. | · | tweet ↗ |
| 2026-08-27 | @TheValueist | +0.50 | Rejects a memory-cycle peak thesis by distinguishing HBM, DRAM, NAND and HBF economics. | · | tweet ↗ |
| 2026-08-25 | @Jaymin_Alpha | +0.35 | Multi-year AI data-center cooling thesis favors immersion cooling and related Korean suppliers. | · | tweet ↗ |
| 2026-08-25 | @Jaymin_Alpha | +0.15 | Compares Samsung's unsettled shareholder-return plan with SK Hynix's confirmed repurchase and cancellation. | · | tweet ↗ |
| 2026-08-25 | @Jaymin_Alpha | +0.40 | Historical analysis notes Samsung's prior three 40%-plus drawdowns all ended in rebounds. | · | tweet ↗ |
| 2026-08-25 | @Jaymin_Alpha | +0.25 | Thesis identifies Korean molybdenum-precursor candidates for next-generation NAND word-line adoption. | · | tweet ↗ |
| 2026-08-24 | @TheValueist | +0.20 | Discloses large MU/SNDK exposure reduced from peak and expects a choppy, gradual sector rise. | · | tweet ↗ |
| 2026-08-24 | @hibooexpert | -0.25 | Samsung falls 8.7% after its record shareholder-return plan favors dividends over expected buybacks. | · | tweet ↗ |
| 2026-08-23 | @TheValueist | +0.65 | Detailed long-term thesis that AI memory constraints support memory makers and storage suppliers. | · | tweet ↗ |
| 2026-08-23 | @TheValueist | +0.72 | Strongly rejects the view that HBM is a commodity, implying favorable differentiation for memory producers. | · | tweet ↗ |
| 2026-08-22 | @IngJuanPa7 | +0.30 | Bloomberg reports 15%+ Nvidia AI-server price hikes driven by supplier memory-cost inflation. | · | tweet ↗ |
| 2026-08-21 | @Leoskie_L | +0.35 | Explains external enterprise SSD pools as a supplement to HBM, with Samsung positioned through NAND supply. | · | tweet ↗ |
| 2026-08-21 | @Jaymin_Alpha | +0.35 | Korean market close showed narrow index gains led by Samsung Electronics while KOSDAQ and breadth remained weak. | · | tweet ↗ |
| 2026-08-20 | @Jaymin_Alpha | +0.55 | Korean semiconductor exports accelerated sharply, with inferred shipment growth supporting Samsung and SK Hynix fundamentals. | · | tweet ↗ |
| 2026-08-20 | @Jaymin_Alpha | +0.35 | Intraday KOSPI recovery was led by Samsung, insurance and banks while KOSDAQ breadth stayed deeply weak. | · | tweet ↗ |
| 2026-08-20 | @Jaymin_Alpha | +0.05 | Argues Korean semiconductor equipment and materials may outperform memory majors, conditional on actual orders and utilization. | · | tweet ↗ |
| 2026-08-20 | @Jaymin_Alpha | +0.25 | Intraday Korean market data show semiconductors holding up while KOSDAQ and overall breadth suffer risk-off selling. | · | tweet ↗ |
| 2026-08-20 | @IngJuanPa7 | +0.10 | JPMorgan calls AVGO weakness an aggressive buying opportunity and cites major AI-chip programs. | · | tweet ↗ |
| 2026-08-19 | @TheValueist | +0.30 | Reports Samsung may announce a 100-trillion-won shareholder-return plan after SK Hynix's buyback | · | tweet ↗ |
| 2026-08-19 | @TheValueist | +0.35 | Argues SK Hynix's buyback and dollar weakness can sustain favorable Korean asset and currency flows | · | tweet ↗ |
| 2026-08-19 | @Jaymin_Alpha | +0.10 | Morgan Stanley changed its preferred Asian technology stock from Samsung Electronics to Samsung Electro-Mechanics. | · | tweet ↗ |
| 2026-08-19 | @IngJuanPa7 | +0.00 | SK Hynix announces a ₩40T buyback and cancellation after a recent share-price decline. | · | tweet ↗ |
| 2026-08-18 | @Jaymin_Alpha | +0.55 | KB Securities sees memory scarcity, AI demand and shareholder returns supporting a Q3 rerating of Samsung and SK Hynix. | · | tweet ↗ |
| 2026-08-18 | @Jaymin_Alpha | -0.25 | Korean equities reversed sharply as oil, yields and institutional selling overwhelmed an early semiconductor rally. | · | tweet ↗ |
| 2026-08-17 | @Jaymin_Alpha | +0.05 | Intraday data show SK Hynix retaining relative strength while Samsung and overall Korean market breadth weakened. | · | tweet ↗ |
| 2026-08-17 | @Jaymin_Alpha | +0.65 | KB Securities models very low 2027 P/Es and strong memory profits, supply contracts and shareholder returns. | · | tweet ↗ |
| 2026-08-17 | @Jaymin_Alpha | +0.40 | KOSPI gains were concentrated in Samsung and SK Hynix while broader market breadth remained weak. | · | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.