| DATE | TYPE | SUBJECT | TITLE | OPINION | CONF |
|---|---|---|---|---|---|
| 2026-10-1417:02 | COMPANY | SPCX | SpaceX (SPCX) | — | — |
| 2026-09-1705:34 | COMPANY | 017670 | SK텔레콤 (017670) | — | — |
| 2026-08-2101:22 | COMPANY | NVDA | NVIDIA (NVDA) | Hold | Medium |
| 2026-08-2101:22 | COMPANY | SNDK | Sandisk Corporation (SNDK) | Sell | Medium |
| 2026-08-2101:08 | COMPANY | CBRS | Cerebras Systems (CBRS) | Sell | Medium |
| 2026-08-2014:42 | COMPANY | TSLA | Tesla (TSLA) | Hold | Medium |
| 2026-07-2300:53 | COMPANY | GOOGL | Alphabet (GOOGL) — Q2'26 Earnings Reaction | Hold | — |
| 2026-07-0108:52 | COMPANY | AMZN | Amazon (AMZN) | Hold | Medium |
| 2026-06-2316:17 | COMPANY | 000660.KS | SK하이닉스 (000660.KS) | Hold | Medium |
| 2026-06-1516:13 | COMPANY | NEM | Newmont Corporation (NEM) | Buy | — |
| 2026-06-1516:13 | COMPANY | PODD | Insulet Corporation (PODD) | Buy | — |
| 2026-06-1516:13 | COMPANY | LVS | Las Vegas Sands Corp. (LVS) | Buy | — |
| 2026-06-1516:13 | COMPANY | FIS | Fidelity National Information Services, Inc. (FIS) | Buy | — |
| 2026-06-1516:13 | COMPANY | EQT | EQT Corporation (EQT) | Buy | — |
| 2026-06-1516:13 | COMPANY | BKNG | Booking Holdings Inc. (BKNG) | — | — |
| 2026-06-1516:13 | COMPANY | META | Meta Platforms, Inc. (META) | Hold | — |
| 2026-06-1516:13 | COMPANY | ADSK | Autodesk, Inc. (ADSK) | Buy | — |
| 2026-06-1516:12 | COMPANY | PTC | PTC Inc. (PTC) | Buy | — |
| 2026-06-1516:12 | COMPANY | BSX | Boston Scientific Corporation (BSX) | Buy | — |
| 2026-06-1123:48 | COMPANY | ORCL | Oracle FY26 Q4 어닝 — RPO $638B vs FCF -$23.7B + Spillover 6종 | Hold | Medium |