Calls
3
Aisa Ogoshi
APAC Equities Portfolio Manager, JPMorgan Asset Management
Win Rate
33.3%
return
-7.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 17
$83.60
-15.9%
The Iran conflict intensifies the global build-out of energy storage systems (ESS). China is the global supplier across the ESS supply chain, and the sector is already showing strength, benefiting from this structural shift.
Thematic ETFs
Long
Jun 17
$17.50
-7.0%
China's semiconductor equipment localization push is real, driven by both government directive and lack of Nvidia supply. Local usage is high, and China's cheap electricity compensates for technology lags, making the sector attractive.
Equity Indexes
Long
Jun 17
$186.44
+1.8%
Despite rotation fears, the tech trade still has more upside, driven by AI data center supply chain shifts to lower-cost solutions like ASICs and power management, with strong positioning in Asian supply chains.
Thematic ETFs
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Aisa Ogoshi has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: XLK, CHIQ, LIT.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
