HZ

Helen Zhu 5.0 2 ideas

Reporter, Bloomberg News
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SMH
VanEck Semiconductor ETF
The AI revolution is in very early stages, and the most sure bet is the infrastructure and 'picks and shovels' companies because they are seeing continuous upward revisions and market share consolidation as bigger players get the resources and supply chain support.
AI/Semi  · Apr 21 · YOUTUBE
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LONG HIGH
TLT
iShares 20+ Year Treasury Bond ETF
Markets are too hawkish on interest rates, and rate cuts are possible this year if economic growth slows, creating opportunities in front-end US Treasuries as inflation concerns may ease.
Macro  · Apr 21 · YOUTUBE
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LONG MED
Positions
TickerDirEntryP&LDate
SMH LONG $466.20 Apr 21
TLT LONG $87.08 Apr 21
▶ YouTube Investing in AI Amid Geopolitical and Supply Risks
Favor AI infrastructure and picks and shovels.
The AI revolution is in very early stages, and the most sure bet is the infrastructure and 'picks and shovels' companies because they are seeing continuous upward revisions and market share consolidation as bigger players get the resources and supply chain support.
SMH HIGH Bloomberg Markets Apr 21, 06:48
Helen Zhu
Reporter, Bloomberg News
▶ YouTube What to Expect From Apple's Incoming CEO John Ternus | The China Show 4/21/2026
Long front-end US Treasuries.
Markets are too hawkish on interest rates, and rate cuts are possible this year if economic growth slows, creating opportunities in front-end US Treasuries as inflation concerns may ease.
TLT HIGH Bloomberg Markets Apr 21, 04:58
Helen Zhu
Reporter, Bloomberg News
Helen Zhu (Reporter, Bloomberg News) | 2 trade ideas tracked | SMH, TLT | YouTube | Buzzberg