briantycangco

1. THE FACT: Buyers returned to Alibaba ($BABA) with the #StockConnect registering a net inflow of US$135m today 12/19. 2. THE BRIDGE: A significant net inflow of capital suggests renewed investor interest and potentially a reversal of a previous downtrend. The tweet explicitly states "We might have reached a bottom in this correction." 3. THE VERDICT: BABA may have bottomed out and is attracting new buyers, indicating a potential upward trend.

1. THE FACT: "Shorting silver shows a complete lack of understanding of the markets." 2. THE BRIDGE: The speaker believes shorting silver is a mistake, implying a bullish outlook on the metal. 3. THE VERDICT: Silver is a strong buy, and shorting it is ill-advised.

1. THE FACT: Baidu's stock "pops in HK on news of potential IPO of its chip unit." 2. THE BRIDGE: A potential IPO of a chip unit could unlock value for Baidu shareholders by spinning off a high-growth, specialized business, similar to how other tech giants have created value through subsidiary IPOs. This news is seen as a positive catalyst for the stock. 3. THE VERDICT: Baidu (BIDU) is a LONG due to the potential IPO of its chip unit, which could unlock shareholder value.

1. THE FACT: China’s Shanghai Composite just broke out to a new 10yr high. 2. THE BRIDGE: A 10-year high is a significant technical breakout, indicating strong bullish momentum and investor confidence in the broader Chinese market. ETFs tracking this market are direct beneficiaries. 3. THE VERDICT: Long China market ETFs (KBA, MCHI, KSTR, CNYA) due to the Shanghai Composite breaking a 10-year high.

1. THE FACT: China’s Shanghai Composite just broke out to a new 10yr high. 2. THE BRIDGE: A 10-year high is a significant technical breakout, indicating strong bullish momentum and investor confidence in the broader Chinese market. ETFs tracking this market are direct beneficiaries. 3. THE VERDICT: Long China market ETFs (KBA, MCHI, KSTR, CNYA) due to the Shanghai Composite breaking a 10-year high.

1. THE FACT: BYD is gaining traction in every market it enters, with car buyers increasingly willing to take a chance on the brand. 2. THE BRIDGE: This indicates growing market acceptance and potential for increased sales and market share. 3. THE VERDICT: BYD's increasing brand acceptance suggests continued growth.

1. THE FACT: Nio ($NIO) stock was up 4.7% on Monday after hitting its 40,000th delivery of the 3rd-gen ES8, just 11 days after reaching the 30,000th milestone. 2. THE BRIDGE: Rapid acceleration in delivery milestones indicates strong demand and operational efficiency, which are positive catalysts for the stock. 3. THE VERDICT: Long $NIO due to accelerating delivery milestones.

1. THE FACT: Hang Seng Tech bouncing hard off that 5450 support and 200d MA. 2. THE BRIDGE: Bouncing off a significant support level and the 200-day moving average suggests a potential reversal or continuation of an uptrend for the Hang Seng Tech Index, which would benefit its constituent stocks and related ETFs. 3. THE VERDICT: Long Chinese tech stocks (BABA, BIDU, TCEHY, KWEB) as Hang Seng Tech Index shows strong technical bounce off support and 200d MA.

1. THE FACT: Hang Seng Tech bouncing hard off that 5450 support and 200d MA. 2. THE BRIDGE: Bouncing off a significant support level and the 200-day moving average suggests a potential reversal or continuation of an uptrend for the Hang Seng Tech Index, which would benefit its constituent stocks and related ETFs. 3. THE VERDICT: Long Chinese tech stocks (BABA, BIDU, TCEHY, KWEB) as Hang Seng Tech Index shows strong technical bounce off support and 200d MA.

1. THE FACT: "One of the most popular trades this year has been to sell gold and silver and buy bitcoin. Popular doesn’t mean right." 2. THE BRIDGE: The speaker is contrarian to the popular trade of selling gold/silver for Bitcoin, implying that gold and silver are undervalued or will outperform Bitcoin. 3. THE VERDICT: Gold and silver are likely to outperform Bitcoin, despite popular sentiment.

1. THE FACT: China’s Shanghai Composite just broke out to a new 10yr high. 2. THE BRIDGE: A 10-year high is a significant technical breakout, indicating strong bullish momentum and investor confidence in the broader Chinese market. ETFs tracking this market are direct beneficiaries. 3. THE VERDICT: Long China market ETFs (KBA, MCHI, KSTR, CNYA) due to the Shanghai Composite breaking a 10-year high.

1. THE FACT: Black Sesame Technologies (BST), partly owned by Tencent, Xiaomi, Geely, and NIO, had its China-made intelligent driving chip approved for sale in the US, making it the only Chinese company to pass US regulatory review. 2. THE BRIDGE: This approval for BST's chip, and its subsequent global sales potential, is a significant positive development for its owners and clients, indicating potential for increased revenue and market share in the intelligent driving sector. 3. THE VERDICT: Long BST's owners (Tencent, NIO, Geely, Xiaomi) due to US regulatory approval of BST's intelligent driving chip.

1. THE FACT: Black Sesame Technologies (BST), partly owned by Tencent, Xiaomi, Geely, and NIO, had its China-made intelligent driving chip approved for sale in the US, making it the only Chinese company to pass US regulatory review. 2. THE BRIDGE: This approval for BST's chip, and its subsequent global sales potential, is a significant positive development for its owners and clients, indicating potential for increased revenue and market share in the intelligent driving sector. 3. THE VERDICT: Long BST's owners (Tencent, NIO, Geely, Xiaomi) due to US regulatory approval of BST's intelligent driving chip.

1. THE FACT: The Hang Seng Tech Index jumped 23.5% in 2025. Yet it still trades at about 19X PE as reflected in $KTEC. That compares with 34X for the Nasdaq $QQQ. Even if the Hang Seng Tech Index manages to close 50% of that ridiculous valuation gap, it means a 40% upside. 2. THE BRIDGE: The significant valuation gap between the Hang Seng Tech Index and Nasdaq, despite strong 2025 performance, suggests that Chinese tech stocks are undervalued. Closing even half of this gap implies substantial upside potential. 3. THE VERDICT: Long Hang Seng Tech Index (KTEC/KWEB) due to significant undervaluation compared to Nasdaq, implying substantial upside potential even after strong 2025 performance.

1. THE FACT: A meeting between China and Canada regarding 49,000 EVs was extremely positive and will likely encourage other countries in Latam and Europe to do the same. 2. THE BRIDGE: Positive geopolitical developments and potential for increased international trade deals for EVs will benefit Chinese EV manufacturers. 3. THE VERDICT: Long Chinese EV manufacturers due to positive China-Canada trade relations and potential for broader international adoption.