Theme · AI Semis Layer 7 Conviction · WATCH Held

Dongjin Semichem

KRX:005290

Structural picks-and-shovel position in the AI Semis supply chain, Layer 7. Research deep-dive pending.

Two-Layer Verdict
Structural
BUY · structural picks-and-shovel position in the AI / Physical AI supply chain.
Tactical
HOLD — no live signal change today.
Hold core position. Re-add at 34/50 EMA on any meaningful pullback.
Live price
22 May
Theme
AI Semis
Layer 7
Conviction
WATCH
RSI 14
% return
-0.5%
1 acct
2×ATR stop
Tactical stop
Held position Open position across 1 account
IBKR qty
10,000
Total MV
$402K
Avg cost
$—
P&L
-0.5%
— Live chart · TradingView · Candlestick · 50/200 EMA + Volume —
● Live · KRX:005290