| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| EWT | ×1 | LONG | HIGH | $84.43 | Macro | 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. | Apr 22 | YOUTUBE | |
| EWY | ×1 | LONG | HIGH | $150.95 | Macro | 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. | Apr 22 | YOUTUBE |