Ayesha Tariq

Co-Founder, Macrovisor
· tracked since May 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 2
90d 2
Best Calls
EWT long +6.5%
Worst Calls
EWY long -0.8%
Most Mentioned
EWY ×1
EWT ×1
Recent Calls
EWT long 3 weeks ago
EWY long 3 weeks ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return +2.8% Long Return +2.8% Short Return -
Average Return
7d +11.3%
30d —
90d —
Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
EWT iShares ... iShares MSCI Taiwan ETF
Long
May 18
$92.00
+6.5%
Taiwan benefits from AI supply chain.
Taiwan is a key beneficiary of the AI trade due to its dominant role in the AI supply chain (semiconductors, chipmaking), and this will drive investment and earnings growth despite higher oil prices and yields.
Macro
YOUTUBE
EWY iShares ... iShares MSCI South ...
Long
May 18
$179.94
-0.8%
South Korea benefits from AI supply chain.
South Korea is a key beneficiary of the AI trade due to its strong position in the AI supply chain (semiconductors, memory, etc.), and this will drive investment and earnings growth despite higher oil prices and yields.
Macro
YOUTUBE
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