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3 shown · 8 holdings · 3 core · 149 research

Updated
Core
3
000660.KS
Core
SK Hynix
Direct HBM expression via IBKR-RRSP sub-account (executed 2026-05-01, replacing DRAM ETF; upsized 30K to 50K same day Option B for H2 2026 ADR-listing catalyst)
₩1,730,000
+2.31%
₩3,166,022
Aug 7
TSEM
Core
Tower Semiconductor
Tower Semi
$223
-0.53%
$321
Aug 12
BE
Core
Bloom Energy
Behind-the-meter data-center power with genuine grid-bypass moat; Q2 2026 revenue $1.065B (+165.5% YoY), EPS $0.78 vs $0.36 estimate, full-year guidance raised to $3.9–$4.2B — thesis accelerating
$201
-0.51%
$275
Aug 20
Market data updated 04:47 p.m.