VT

Vivian Lin Thurston 5.0 2 ideas

Head of Content, CoinDesk
Loading…
Per mention Per thesis
ⓘ First mention per (ticker, direction)
Layout Default A B C D
EWT
iShares MSCI Taiwan ETF
Tech supply chain companies in Taiwan and Korea are attractive due to strong AI-driven corporate fundamentals. The market will look through near-term geopolitical uncertainties because the demand for tech, particularly from AI, remains robust and supports pricing dynamics and earnings.
Macro  · Apr 22 · YOUTUBE
—
LONG HIGH
EWY
iShares MSCI South Korea ETF
Tech supply chain companies in Taiwan and Korea are attractive due to strong AI-driven corporate fundamentals. The market will look through near-term geopolitical uncertainties because the demand for tech, particularly from AI, remains robust and supports pricing dynamics and earnings.
Macro  · Apr 22 · YOUTUBE
—
LONG HIGH
Positions
TickerDirEntryP&LDate
EWT LONG $84.43 Apr 22
EWY LONG $150.95 Apr 22
▶ YouTube Trump Extends Iran Ceasefire as Talks Falter | The China Show 4/22/2026
Tech supply chain in Taiwan, Korea attractive.
Tech supply chain companies in Taiwan and Korea are attractive due to strong AI-driven corporate fundamentals. The market will look through near-term geopolitical uncertainties because the demand for tech, particularly from AI, remains robust and supports pricing dynamics and earnings.
EWT EWY HIGH Bloomberg Markets Apr 22, 05:14
Vivian Lin Thurston
Head of Content, CoinDesk
Vivian Lin Thurston (Head of Content, CoinDesk) | 2 trade ideas tracked | EWY, INDA, EWT | YouTube | Buzzberg