Calls
4
Dave Collum
Professor of Chemistry, Cornell University
Win Rate
25.0%
return
+0.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 05
$20.65
-22.2%
Platinum is in production deficit with above-ground supplies potentially exhausted within 2.5 years. Demand is relatively inelastic, South African supply is at risk, and if the deficit numbers are right the setup remains bullish for years.
Commodities
Long
Jan 05
$409.09
-2.7%
Gold is a long-term inflation hedge and wealth preserver, having maintained purchasing power over centuries. He has been bullish since 1999 and remains a large holder despite unease about its recent strong performance, because he sees few better alternatives.
Commodities
Long
Jan 05
$49.00
-12.4%
AI data-center energy demand is so large that nuclear power is needed; he wants a rapid nuclear buildout and believes it is long overdue, though regulation and pushback may delay it until after an energy wall.
Thematic ETFs
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Dave Collum has 4 trade ideas tracked on Buzzberg across 4 tickers since January 2026. Most covered: URA, XLE, GOLD.
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
