VT

Vivian Lin Thurston 5.0 2 ideas

Head of Content, CoinDesk
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2 thesis opens · 2 long · 0 short
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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
Positions
TickerDirEntryP&LDate
EWT LONG $84.43 Apr 22
EWY LONG $150.95 Apr 22
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
Head of Content, CoinDesk
Vivian Lin Thurston (Head of Content, CoinDesk) | 2 trade ideas tracked | EWY, INDA, EWT | YouTube | Buzzberg