Tony Wang 5.0 2 ideas
Portfolio Manager, T. Rowe Price
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By sector
ETF
2 ideas
-17.9%
Top tickers (by frequency)
EWY
1 ideas
0% W
-22.6%
SOXX
1 ideas
0% W
-13.2%
Best and worst calls
Best calls
SOXX LONG
-13.2%
The KOSPI (South Korea) is up nearly 50% in two months. Nvidia and AI applications have an insatiable demand for HBM (Hi...
Feb 26
EWY LONG
-22.6%
The KOSPI (South Korea) is up nearly 50% in two months. Nvidia and AI applications have an insatiable demand for HBM (Hi...
Feb 26
Worst calls
EWY LONG
-22.6%
The KOSPI (South Korea) is up nearly 50% in two months. Nvidia and AI applications have an insatiable demand for HBM (Hi...
Feb 26
SOXX LONG
-13.2%
The KOSPI (South Korea) is up nearly 50% in two months. Nvidia and AI applications have an insatiable demand for HBM (Hi...
Feb 26
The KOSPI (South Korea) is up nearly 50% in two months. Nvidia and AI applications have an insatiable demand for HBM (High Bandwidth Memory). As the AI trade broadens beyond the GPU (Nvidia), the bottleneck shifts to memory and optics. South Korea is the epicenter of memory production (Samsung/SK Hynix). This is also a valuation "catch-up" trade relative to the expensive US tech sector. LONG. Momentum and fundamental demand align for Korean memory exposure. Cyclical downturn in memory pricing or global recession.
Portfolio Manager, T. Rowe Price