Calls
2
Sharon Ping
Greater China Economist, BofA Global Research
Win Rate
100.0%
return
+34.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 13
$73.05
+51.6%
BofA raised Taiwan's 2026 GDP growth forecast from 4.5% to 8%. Taiwan is riding a "once in a generation" CapEx supercycle. TSMC's monthly sales track closely with this CapEx boom. The US-Taiwan trade deal removes policy overhang for the tech sector. LONG. The economy is "supercharged" by external demand for AI and hardware. A "K-shaped" economy where non-tech sectors falter could force the central bank into a difficult policy dilemma; currency swings.
BofA raised Taiwan's 2026 GDP growth forecast from 4.5% to 8%. Taiwan is riding a "once in a generation" CapEx supercycle. TSMC's monthly sales track closely with this CapEx boom. The US-Taiwan trade deal removes policy overhang for the tech sector. LONG. The economy is "supercharged" by external demand for AI and hardware. A "K-shaped" economy where non-tech sectors falter could force the central bank into a difficult policy dilemma; currency swings.
Equity Indexes
Long
Feb 13
$366.36
+17.3%
BofA raised Taiwan's 2026 GDP growth forecast from 4.5% to 8%. Taiwan is riding a "once in a generation" CapEx supercycle. TSMC's monthly sales track closely with this CapEx boom. The US-Taiwan trade deal removes policy overhang for the tech sector. LONG. The economy is "supercharged" by external demand for AI and hardware. A "K-shaped" economy where non-tech sectors falter could force the central bank into a difficult policy dilemma; currency swings.
BofA raised Taiwan's 2026 GDP growth forecast from 4.5% to 8%. Taiwan is riding a "once in a generation" CapEx supercycle. TSMC's monthly sales track closely with this CapEx boom. The US-Taiwan trade deal removes policy overhang for the tech sector. LONG. The economy is "supercharged" by external demand for AI and hardware. A "K-shaped" economy where non-tech sectors falter could force the central bank into a difficult policy dilemma; currency swings.
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Sharon Ping has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: TSM, EWT.
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