Calls
7
Choi Young-jin
Vice President, Hanwha Asset Management
Win Rate
-
return
-
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 31
$79.52
-
The US operation in Venezuela is an energy war. Consensus expects Venezuelan heavy crude to return quickly and push oil prices lower, but the speaker argues that is difficult because Venezuela's production has collapsed to about 900,000 bpd and restarting output and refining would require enormous investment. China loses Venezuelan oil access and Belt & Road financing is frozen, while US influence in the Western Hemisphere strengthens. Therefore oil prices are unlikely to be easily depressed and may remain supported.
Commodities
Long
Jan 31
$18.15
-
AI and data centers require enormous electricity, making the energy race and power infrastructure a critical bottleneck. The necessary value chain includes nuclear and small modular reactors, renewables, transmission and grid systems, and energy storage systems. Korean companies participate in these areas, and the market opportunity is large enough to support investment even after big share-price gains.
Thematic ETFs
Long
Jan 31
$148.70
-
AI and data centers require enormous electricity, making the energy race and power infrastructure a critical bottleneck. The necessary value chain includes nuclear and small modular reactors, renewables, transmission and grid systems, and energy storage systems. Korean companies participate in these areas, and the market opportunity is large enough to support investment even after big share-price gains.
Commodities
Showing 3 of 7 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Choi Young-jin has 7 trade ideas tracked on Buzzberg across 14 tickers since January 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
