Shihao Li

· tracked since Apr 2026

Calls 1 1 Posts tracked · 0.0/day

Calls

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90d 1

Win Rate - Long 1 Short 0

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Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

KFVG KraneSha... KraneShares CICC Ch...

Long

Apr 28

$499.01

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China domestic semis are best trade

Domestic Chinese semiconductor stocks are the best trade because Deep Seek's lowering of token prices will drive demand for domestic AI chips, creating a reinforcing cycle with China's domestic computing centers and leading to a successful business model similar to US CapEx boom.

AI/Semi

YOUTUBE

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