Calls
3
Isaac Thong
Win Rate
66.7%
return
+14.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 13
$78.26
+24.9%
Taiwanese semiconductor companies and South Korean memory chip makers are a good avenue to tap both quality and income and growth, as they are the backbone for global AI, enabling the AI revolution with strong demand from hyperscalers, and they strike a good balance between compounding earnings and returning income to shareholders.
Equity Indexes
Long
Apr 13
$36.46
-6.5%
Chinese consumer companies and certain industrial companies are attractive due to the rising middle class, good management quality, strong cash flows, and trading at low mid-teens P/E multiples, offering long-term value and high dividend payout ratios.
Equity Indexes
Long
Apr 13
$443.34
+25.3%
Taiwanese semiconductor companies and South Korean memory chip makers are a good avenue to tap both quality and income and growth, as they are the backbone for global AI, enabling the AI revolution with strong demand from hyperscalers, and they strike a good balance between compounding earnings and returning income to shareholders.
Thematic ETFs
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Isaac Thong has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: SMH, FXI, EWT.
