Calls
4
Carly Anderson
Founder & Managing Director, Timescale VC
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 03
$119.05
-
Global nuclear construction is split between Chinese and Russian designs, while the US lacks a proven on-time, on-budget reactor model; getting a US reference microreactor built creates a pathway to larger exportable US reactors.
Commodities
Long
Sep 03
$45.72
-
Uranium conversion capacity is highly concentrated, with much capacity in Russia and only one old US plant; executive orders require exiting Russian conversion supply by 2028 but no alternative yet exists, so companies filling the gap are well positioned.
Thematic ETFs
Long
Sep 03
$91.04
-
Copper and aluminum are critical for the electric grid and manufactured components; US aluminum refining largely disappeared and new mine timelines are scary, so shrinking timelines and adding supply is a key opportunity.
Commodities
Long
Sep 03
$76.48
-
Upstream material production for the electric grid and energy hardware, including rare earth element refining, mining, and magnet production, is an attractive opportunity as new energy and grid equipment scales.
Thematic ETFs
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Carly Anderson has 4 trade ideas tracked on Buzzberg across 19 tickers since September 2026.
