Calls
4
Choi Sang-mun
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 06
$48.14
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Big tech's aggressive AI capex should benefit competitive lower-level AI infrastructure suppliers; their stocks have been pulled down by broad-market weakness, making them more meaningful buys than Amazon-style big tech.
Thematic ETFs
Long
Feb 06
$156.00
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Reddit reported strong Q4 results with revenue up about 70%, adjusted EBITDA and EPS beating, daily actives up 19%, and Q1 guidance above consensus plus a $1 billion buyback. The stock fell about 40% with AI software, leaving forward PER near the low end around 28x despite intact fundamentals.
Internet Platforms
Long
Feb 06
$652.10
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Among big tech companies that are spending heavily on AI, only Google and Meta are also clearly monetizing that spending; the rest are spending heavily with slower payoff. The speaker favors the two as the relative winners.
Hyperscalers
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Choi Sang-mun has 4 trade ideas tracked on Buzzberg across 4 tickers since February 2026.
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
