Calls
1
Salen Churi
General Partner, Trust Ventures
Win Rate
0.0%
return
-1.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 02
$58.71
-1.5%
Salen stated the energy grid is "broken" and the U.S. has flat energy generation growth vs. China's 10x, creating a critical need. He invested in Base Power, which uses distributed home batteries for grid arbitrage and resilience. Fixing energy generation and distribution is a prerequisite for economic and national goals. Hardware-focused companies that rethink fundamental infrastructure (generation, distribution, storage) are addressing the "largest market in the world" with little recent innovation. LONG on the energy minerals/infrastructure sector, as it's a critical, massive market being reopened for innovation through new hardware and technology approaches. Technological hurdles; scaling manufacturing; regulatory and permitting challenges; competition from legacy utilities.
Salen stated the energy grid is "broken" and the U.S. has flat energy generation growth vs. China's 10x, creating a critical need. He invested in Base Power, which uses distributed home batteries for grid arbitrage and resilience. Fixing energy generation and distribution is a prerequisite for economic and national goals. Hardware-focused companies that rethink fundamental infrastructure (generation, distribution, storage) are addressing the "largest market in the world" with little recent innovation. LONG on the energy minerals/infrastructure sector, as it's a critical, massive market being reopened for innovation through new hardware and technology approaches. Technological hurdles; scaling manufacturing; regulatory and permitting challenges; competition from legacy utilities.
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Salen Churi has 1 trade ideas tracked on Buzzberg across 1 tickers since April 2026. Most covered: ANTHROPIC, XLE.
