Sharon Ping

Greater China Economist, BofA Global Research
· tracked since Feb 2026
Calls
2
Win Rate
100.0%
return
+20.5%
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
EWT Long +31.2%
TSM Long +9.8%
Worst Calls
No live losers yet
Most Mentioned
TSM ×1
EWT ×1
Recent Calls
EWT Long 5 months ago
TSM Long 5 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 100%
30d 0%
90d 100%
Average Return +20.5% Long Return +20.5% Short Return -
Average Return
7d +1.5%
30d -4.3%
90d +22.4%
Loading charts...
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
EWT iShares ... iShares MSCI Taiwan ETF
Long
Feb 13
$73.05
+31.2%
BofA raised Taiwan's 2026 GDP growth forecast from 4.5% to 8%. Taiwan is riding a "once in a generation" CapEx supercycle. TSMC's monthly sales track closely with this CapEx boom. The US-Taiwan trade deal removes policy overhang for the tech sector. LONG. The economy is "supercharged" by external demand for AI and hardware. A "K-shaped" economy where non-tech sectors falter could force the central bank into a difficult policy dilemma; currency swings.
BofA raised Taiwan's 2026 GDP growth forecast from 4.5% to 8%. Taiwan is riding a "once in a generation" CapEx supercycle. TSMC's monthly sales track closely with this CapEx boom. The US-Taiwan trade deal removes policy overhang for the tech sector. LONG. The economy is "supercharged" by external demand for AI and hardware. A "K-shaped" economy where non-tech sectors falter could force the central bank into a difficult policy dilemma; currency swings.
Equity Indexes
YOUTUBE
TSM Taiwan S... Taiwan Semiconducto...
Long
Feb 13
$366.36
+9.8%
BofA raised Taiwan's 2026 GDP growth forecast from 4.5% to 8%. Taiwan is riding a "once in a generation" CapEx supercycle. TSMC's monthly sales track closely with this CapEx boom. The US-Taiwan trade deal removes policy overhang for the tech sector. LONG. The economy is "supercharged" by external demand for AI and hardware. A "K-shaped" economy where non-tech sectors falter could force the central bank into a difficult policy dilemma; currency swings.
BofA raised Taiwan's 2026 GDP growth forecast from 4.5% to 8%. Taiwan is riding a "once in a generation" CapEx supercycle. TSMC's monthly sales track closely with this CapEx boom. The US-Taiwan trade deal removes policy overhang for the tech sector. LONG. The economy is "supercharged" by external demand for AI and hardware. A "K-shaped" economy where non-tech sectors falter could force the central bank into a difficult policy dilemma; currency swings.
Foundry Equipment
YOUTUBE
Showing 2 of 2 calls · sorted by mentions

Sharon Ping has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: TSM, EWT.