David Woo
Founder, David Woo Unbound
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 20
$442.00
-7.8%
The optimal environment for gold is when the stock market is falling due to war fears, oil prices are rising, and the Federal Reserve is politically constrained from raising rates. This combination creates a very bullish setup for gold.
Other
Long
Feb 12
$53.11
-10.8%
Woo states, "I'm long Nifty50. I love the India story." He notes that the Indian stock market was the "worst performing in 2025" because it lost out on the AI capital rotation. Because India didn't participate in the AI bubble, it won't crash with it. It is a counter-cyclical play with strong fundamentals ("fastest growing economy") and a recent trade deal with the US. It serves as the perfect hedge against a US tech collapse. Long India via broad ETFs. Global liquidity drying up affecting all Emerging Markets simultaneously.
Woo states, "I'm long Nifty50. I love the India story." He notes that the Indian stock market was the "worst performing in 2025" because it lost out on the AI capital rotation. Because India didn't participate in the AI bubble, it won't crash with it. It is a counter-cyclical play with strong fundamentals ("fastest growing economy") and a recent trade deal with the US. It serves as the perfect hedge against a US tech collapse. Long India via broad ETFs. Global liquidity drying up affecting all Emerging Markets simultaneously.
Macro
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