Aisa Ogoshi
APAC Equities Portfolio Manager, JPMorgan Asset Management
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 17
$17.50
-3.4%
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.
Consumer
Long
Jun 17
$83.60
-
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.
Energy
Long
Jun 17
$186.44
+2.6%
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.
AI/Semi
Showing 3 of 3 picks · sorted by mentions
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Aisa Ogoshi has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: XLK, CHIQ, LIT.