David Wong

Senior Investment Strategist, AllianceBernstein
· tracked since Feb 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
H long +13.4%
Worst Calls
JETS long -3.4%
Most Mentioned
H ×1
JETS ×1
Recent Calls
H long 3 months ago
JETS long 3 months ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 0%
30d 0%
90d 50%
Average Return +5.0% Long Return +5.0% Short Return -
Average Return
7d -2.5%
30d -12.1%
90d +3.8%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
H Hyatt Ho... Hyatt Hotels Corpor...
Long
Feb 24
$164.02
+13.4%
Despite the gloom, Wong notes, "RevPAR numbers for some of the lodging companies have been sequentially improving... we are seeing a gradual recovery [in Chinese travel]." While the US worries about AI job losses, the Chinese consumer is engaging in "experience" spending post-reopening. Visa-free access policies are accelerating this trend. LONG Travel and Hospitality, specifically those with exposure to Chinese outbound tourism. A global economic slowdown or renewed geopolitical tensions could curb discretionary travel spending.
Despite the gloom, Wong notes, "RevPAR numbers for some of the lodging companies have been sequentially improving... we are seeing a gradual recovery [in Chinese travel]." While the US worries about AI job losses, the Chinese consumer is engaging in "experience" spending post-reopening. Visa-free access policies are accelerating this trend. LONG Travel and Hospitality, specifically those with exposure to Chinese outbound tourism. A global economic slowdown or renewed geopolitical tensions could curb discretionary travel spending.
Consumer
YOUTUBE
JETS U.S. Glo... U.S. Global Jets ETF
Long
Feb 24
$28.82
-3.4%
Despite the gloom, Wong notes, "RevPAR numbers for some of the lodging companies have been sequentially improving... we are seeing a gradual recovery [in Chinese travel]." While the US worries about AI job losses, the Chinese consumer is engaging in "experience" spending post-reopening. Visa-free access policies are accelerating this trend. LONG Travel and Hospitality, specifically those with exposure to Chinese outbound tourism. A global economic slowdown or renewed geopolitical tensions could curb discretionary travel spending.
Despite the gloom, Wong notes, "RevPAR numbers for some of the lodging companies have been sequentially improving... we are seeing a gradual recovery [in Chinese travel]." While the US worries about AI job losses, the Chinese consumer is engaging in "experience" spending post-reopening. Visa-free access policies are accelerating this trend. LONG Travel and Hospitality, specifically those with exposure to Chinese outbound tourism. A global economic slowdown or renewed geopolitical tensions could curb discretionary travel spending.
Other
YOUTUBE
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