| # | Ticker | Name | Stance | Conv | Entry | P&L YTD | Theme | Thesis | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EWT | iShares MSCI Taiwan ETF | LONG | HIGH | $84.43 | Macro | Tech supply chain companies in Taiwan and Korea are attractive due to strong AI-driven cor… | Apr 22 | YOUTUBE | |
| 2 | EWY | iShares MSCI South Korea ETF | LONG | HIGH | $150.95 | Macro | Tech supply chain companies in Taiwan and Korea are attractive due to strong AI-driven cor… | Apr 22 | YOUTUBE |