Layout Classic v2 (beta)
Speakers Johanna Chua
J

Johanna Chua

★ 5.0 Posted today
Bloomberg anchor
2 ideas · 2 tickers · tracked since Apr 2026
Theme exposure 2 picks · 1 themes
Macro · 2 · 100%
Pick return distribution n = —
Live distribution of all picks with entry price. Right tail = home runs.
<−30%
−30/−10
−10/0
0/+20
+20/+50
+50/+100
>+100%
Bottom 10%
Median
Top 10%
Total picks
2
2 L / 0 S
Win-rate · live
Avg return · YTD
L S
Best
live YTD
Worst
live YTD
Long / short
2 / 0
100.0% long bias
Per thesis Per mention Result
Theme Stance
Ticker
Side
Conv.
Theme
Entry
P&L
Thesis
Date
×N
Src
LONG
HIGH
Macro
$87.91
Korea and Taiwan benefit from AI.
Apr 30
×1
LONG
HIGH
Macro
$156.31
Korea and Taiwan benefit from AI.
Apr 30
×1
Showing all 2 thesis picks (YTD, with entry)
Direction2 picks
100.0% LONG BIAS
Long2
Short0
Best & Worst callslive YTD
Source mixwhere they post
YouTube 100%