Leon Ting

Head of Research, TokenInsight
· tracked since Feb 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
SOXX long +74.1%
EWY long +61.2%
Worst Calls
No live losers yet
Most Mentioned
DXY ×1
EWY ×1
SMH ×1
Recent Calls
SOXX long 3 months ago
EWY long 3 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 100%
30d 50%
90d 100%
Average Return +67.6% Long Return +67.6% Short Return -
Average Return
7d +2.3%
30d -1.1%
90d +47.3%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
EWY iShares ... iShares MSCI South ...
Long
Feb 12
$130.80
+61.2%
Ting notes that Samsung and SK Hynix are aggressively revising earnings forecasts upward due to a "memory chip shortage." The AI boom requires massive memory capacity. While software stocks are jittery, the hardware suppliers (Korea) are seeing tangible order flow and pricing power. LONG. This is the "picks and shovels" play of the AI cycle, currently outperforming US software. Global recession dampening hardware demand; cyclical downturn in chip pricing.
Ting notes that Samsung and SK Hynix are aggressively revising earnings forecasts upward due to a "memory chip shortage." The AI boom requires massive memory capacity. While software stocks are jittery, the hardware suppliers (Korea) are seeing tangible order flow and pricing power. LONG. This is the "picks and shovels" play of the AI cycle, currently outperforming US software. Global recession dampening hardware demand; cyclical downturn in chip pricing.
Macro
YOUTUBE
SOXX iShares ... iShares Semiconductor ETF
Long
Feb 12
$351.50
+74.1%
Ting notes that Samsung and SK Hynix are aggressively revising earnings forecasts upward due to a "memory chip shortage." The AI boom requires massive memory capacity. While software stocks are jittery, the hardware suppliers (Korea) are seeing tangible order flow and pricing power. LONG. This is the "picks and shovels" play of the AI cycle, currently outperforming US software. Global recession dampening hardware demand; cyclical downturn in chip pricing.
Ting notes that Samsung and SK Hynix are aggressively revising earnings forecasts upward due to a "memory chip shortage." The AI boom requires massive memory capacity. While software stocks are jittery, the hardware suppliers (Korea) are seeing tangible order flow and pricing power. LONG. This is the "picks and shovels" play of the AI cycle, currently outperforming US software. Global recession dampening hardware demand; cyclical downturn in chip pricing.
AI/Semi
YOUTUBE
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