Jukan
@jukan05 · X · EN
- Subscribers
- 226K
- Win rate
- 21.4%
- vs S&P 500
- -18.4%
- Calls scored
- 28
Simulated from public calls, 3M
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On record
263 public stock calls from Jukan on X, each linked to the video or post it came from. In the last 3 months, 38 calls: 24 bullish, 14 bearish. By stock: bullish only on 005930.KS, 009150.KS, META; bearish only on 6981.T, NFLX, AAPL; both ways on 000660.KS, MU, NVDA. Latest: bearish on NVDA (2026-11-13).
Most called005930.KS000660.KSMU
Opinion overview
2026-11-07 – 2026-11-13
If the new Nvidia CEO turns even slightly skeptical about supporting the neoclouds, Nvidia's flywheel breaks and its dominance takes a hit. I worry about an Nvidia without Jensen.
Jensen's family matters will take a tremendous amount of energy, leaving him less bandwidth for strategy and competition. I think NVIDIA will take a hit one way or another.
So my recommendation to investors was to buy memory, and within memory, DRAM, as a relatively defensive choice in the AI trade. Stocks are near 1x P/B on 2027 BPS and the three DRAM makers keep buying back shares.
Simulated performance
Simulation
Strategy
Period
- Return
- -20.1%
- Excess vs SPY
- -18.4%
- Sharpe
- -1.46
- Max drawdown
- -38.7%
- Win rate
- 21.4%
- Samples
- 28
Beta2.10
Sharpe-1.46
MDD38.7%
Volatility50.0%
Win rate21.4%
Positive bias70.3%
Backtest performance
Conviction-weighted · 3M
Simulated cumulative return with the stocks the influencer discussed
- Positive
Logos mark the stocks discussed on each day. Select one to read those opinions.
Computed Nov 13, 2026, 2:46 AM UTC
Historical tickers
Biggest winners and losers
Conviction-weighted · last 3 months
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Portfolio
Current holdings
Conviction-weighted
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FAQ
Common questions
What stocks does Jukan talk about most?
In the last 3 months, Jukan talks most about 005930.KS (Samsung Electronics Co., Ltd., 7 calls: 7 bullish, 0 bearish), 000660.KS (SK hynix Inc., 5 calls: 4 bullish, 1 bearish), MU (Micron, 4 calls: 3 bullish, 1 bearish), NVDA (NVIDIA, 3 calls: 1 bullish, 2 bearish), AMD (AMD, 3 calls: 1 bullish, 2 bearish).
Is Jukan bullish or bearish lately?
In the last 3 months, 24 of Jukan's 38 stock calls were bullish and 14 bearish.
What does Jukan think of 005930.KS (Samsung Electronics Co., Ltd.)?
In the last 3 months, Jukan made 7 calls: 7 bullish, 0 bearish on 005930.KS; the latest, on 2026-11-03, was bullish. In their words: “So my recommendation to investors was to buy memory, and within memory, DRAM, as a relatively defensive choice in the AI trade. Stocks are near 1x P/B on 2027 BPS and the three DRAM makers keep buying back shares.”
What does Jukan think of 000660.KS (SK hynix Inc.)?
In the last 3 months, Jukan made 5 calls: 4 bullish, 1 bearish on 000660.KS; the latest, on 2026-11-03, was bullish. In their words: “So my recommendation to investors was to buy memory, and within memory, DRAM, as a relatively defensive choice in the AI trade. Stocks are near 1x P/B on 2027 BPS and the three DRAM makers keep buying back shares.”
What does Jukan think of MU (Micron)?
In the last 3 months, Jukan made 4 calls: 3 bullish, 1 bearish on MU; the latest, on 2026-11-03, was bullish. In their words: “So my recommendation to investors was to buy memory, and within memory, DRAM, as a relatively defensive choice in the AI trade. Stocks are near 1x P/B on 2027 BPS and the three DRAM makers keep buying back shares.”
How many of Jukan's calls are tracked?
263 public stock calls from Jukan on X are on record, the latest from 2026-11-13, each linked to the original post or video.
Where do Jukan's calls come from?
From Jukan's public videos or posts on X. Each call is extracted with the stock, the bullish or bearish view and the horizon, and kept with a link to its source so it can be checked.
How does Opinion Alpha present Jukan's calls?
Every call is placed on the stock's price chart on the day it was made and can be filtered by stock, direction and horizon. Public opinions only, not investment advice.