Calls
1
David Chao
Global Market Strategist, Invesco
Win Rate
100.0%
return
+25.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 18
$139.49
+25.7%
David Chao stated that Asian (Chinese, Taiwanese, Korean, Japanese) AI-related stocks "still have another leg up" due to valuation discounts relative to US AI companies and expects strong earnings in coming quarters. The AI investment cycle is global. Asian companies are key suppliers (chips) and major adopters (tech platforms). Their discounted valuations offer more upside potential as the AI story continues to develop. This is an explicit call for outperformance of Asian tech/AI equities versus their US counterparts based on relative valuation. A broader collapse in AI-related spending or a significant, prolonged economic downturn in Asia.
David Chao stated that Asian (Chinese, Taiwanese, Korean, Japanese) AI-related stocks "still have another leg up" due to valuation discounts relative to US AI companies and expects strong earnings in coming quarters. The AI investment cycle is global. Asian companies are key suppliers (chips) and major adopters (tech platforms). Their discounted valuations offer more upside potential as the AI story continues to develop. This is an explicit call for outperformance of Asian tech/AI equities versus their US counterparts based on relative valuation. A broader collapse in AI-related spending or a significant, prolonged economic downturn in Asia.
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David Chao has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: XLK.
