Tony Wang

Portfolio Manager, T. Rowe Price
· tracked since Feb 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
SOXX long +71.5%
EWY long +40.2%
Worst Calls
No live losers yet
Most Mentioned
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 0%
30d 0%
90d 100%
Average Return +55.8% Long Return +55.8% Short Return -
Average Return
7d -10.9%
30d -17.9%
90d +44.9%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
EWY iShares ... iShares MSCI South ...
Long
Feb 26
$150.41
+40.2%
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.
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.
Macro
YOUTUBE
SOXX iShares ... iShares Semiconductor ETF
Long
Feb 26
$356.80
+71.5%
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.
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.
AI/Semi
YOUTUBE
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