Buzzberg Cup Live

Dina Ting

Head of Global Index Portfolio Management, Franklin Templeton
· tracked since Feb 2026
Calls
3
Win Rate
100.0%
return
+15.4%
Calls 3 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
EWY Long +20.2%
TSM Long +10.5%
Worst Calls
No live losers yet
Most Mentioned
TSM ×1
EWJ ×1
EWY ×1
Recent Calls
TSM Long 5 months ago
EWJ Long 5 months ago
EWY Long 5 months ago
Win Rate 100% Long 3 Short 0
Win Rate
7d 100%
30d 0%
90d 100%
Average Return +15.4% Long Return +15.4% Short Return -
Average Return
7d +5.7%
30d -5.2%
90d +14.9%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
EWJ iShares ... iShares MSCI Japan ETF
Long
Feb 19
$91.20
-
The AI trade is global, not just US. South Korea (EWY) is up 26% YTD. Taiwan (TSM) grew semiconductor exports by 30%. Japan (EWJ) is recapturing manufacturing leadership. US investors have a home bias, ignoring that the "picks and shovels" (Memory chips, advanced packaging, manufacturing) are in Asia. These markets offer lower valuations for the same AI growth theme. LONG Asian Tech/Manufacturing via country ETFs or TSM. Geopolitical tensions in the Taiwan Strait; global trade tariffs.
The AI trade is global, not just US. South Korea (EWY) is up 26% YTD. Taiwan (TSM) grew semiconductor exports by 30%. Japan (EWJ) is recapturing manufacturing leadership. US investors have a home bias, ignoring that the "picks and shovels" (Memory chips, advanced packaging, manufacturing) are in Asia. These markets offer lower valuations for the same AI growth theme. LONG Asian Tech/Manufacturing via country ETFs or TSM. Geopolitical tensions in the Taiwan Strait; global trade tariffs.
Equity Indexes
YOUTUBE
EWY iShares ... iShares MSCI South ...
Long
Feb 19
$135.21
+20.2%
The AI trade is global, not just US. South Korea (EWY) is up 26% YTD. Taiwan (TSM) grew semiconductor exports by 30%. Japan (EWJ) is recapturing manufacturing leadership. US investors have a home bias, ignoring that the "picks and shovels" (Memory chips, advanced packaging, manufacturing) are in Asia. These markets offer lower valuations for the same AI growth theme. LONG Asian Tech/Manufacturing via country ETFs or TSM. Geopolitical tensions in the Taiwan Strait; global trade tariffs.
The AI trade is global, not just US. South Korea (EWY) is up 26% YTD. Taiwan (TSM) grew semiconductor exports by 30%. Japan (EWJ) is recapturing manufacturing leadership. US investors have a home bias, ignoring that the "picks and shovels" (Memory chips, advanced packaging, manufacturing) are in Asia. These markets offer lower valuations for the same AI growth theme. LONG Asian Tech/Manufacturing via country ETFs or TSM. Geopolitical tensions in the Taiwan Strait; global trade tariffs.
Equity Indexes
YOUTUBE
TSM Taiwan S... Taiwan Semiconducto...
Long
Feb 19
$360.39
+10.5%
The AI trade is global, not just US. South Korea (EWY) is up 26% YTD. Taiwan (TSM) grew semiconductor exports by 30%. Japan (EWJ) is recapturing manufacturing leadership. US investors have a home bias, ignoring that the "picks and shovels" (Memory chips, advanced packaging, manufacturing) are in Asia. These markets offer lower valuations for the same AI growth theme. LONG Asian Tech/Manufacturing via country ETFs or TSM. Geopolitical tensions in the Taiwan Strait; global trade tariffs.
The AI trade is global, not just US. South Korea (EWY) is up 26% YTD. Taiwan (TSM) grew semiconductor exports by 30%. Japan (EWJ) is recapturing manufacturing leadership. US investors have a home bias, ignoring that the "picks and shovels" (Memory chips, advanced packaging, manufacturing) are in Asia. These markets offer lower valuations for the same AI growth theme. LONG Asian Tech/Manufacturing via country ETFs or TSM. Geopolitical tensions in the Taiwan Strait; global trade tariffs.
Foundry Equipment
YOUTUBE
Showing 3 of 3 calls · sorted by mentions

Dina Ting has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: TSM, EWJ, EWY.