Calls
2
David Wong
Senior Investment Strategist, AllianceBernstein
Win Rate
100.0%
return
+10.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 24
$164.02
+16.2%
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.
Gaming & Leisure
Long
Feb 24
$28.82
+5.6%
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.
Thematic ETFs
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David Wong has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: H, JETS.
