Watchlist

3 shown · 8 holdings · 3 core · 121 research

Updated

Core

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)

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₩2,919,000

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+5.61%

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₩2,712,489

Jun 12

Core

Bloom Energy

Rank 4 convex via long-dated calls only (NOT equity — 140x forward P/E, median analyst PT implies -40%)

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$346

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+5.15%

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$264

Jun 15

TSEM

Core

Tower Semiconductor

Second listed SiPho-capable specialty foundry; Q1 +15% YoY revenue / +62% YoY net profit and Q2 guide for highest quarterly revenue ever confirm the ramp

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$317

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+10.50%

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$314

Jun 9

Market data updated 04:13 p.m.