Calls
3
Tony Wang
Portfolio Manager, T. Rowe Price
Win Rate
100.0%
return
+17.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 17
$92.77
+0.1%
Software valuations have become a lot more attractive, offering a bullish opportunity in the software trade, though not all software companies are positioned similarly.
Thematic ETFs
Long
Feb 26
$150.41
+7.3%
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.
Equity Indexes
Long
Feb 26
$356.80
+45.9%
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.
Thematic ETFs
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Tony Wang has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: IGV, EWY, SMH.
