VT

Vivian Lin Thurston 5.0 3 ideas

Head of Content, CoinDesk
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Per mention Per thesis
ⓘ Each mention is one idea
 winrate (30d)  ·  W / L  ·  2 positions (30d)
Avg: —
Recent positions
TickerDirEntryP&LDate
EWT LONG $84.43 Apr 22
EWY LONG $150.95 Apr 22
By sector
ETF
3 ideas
Top tickers (by frequency)
EWY 1 ideas
INDA 1 ideas
EWT 1 ideas
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
India less attractive due to valuation, oil.
India's stock market is less attractive in the near term due to high valuations, earnings deceleration, and vulnerability as an oil importer amid the Iran conflict, which has led to currency depreciation. It is also anti-AI in terms of market composition, lacking the strong tech drivers seen elsewhere.
INDA HIGH Bloomberg Markets Apr 22, 05:14
Head of Content, CoinDesk
Vivian Lin Thurston (Head of Content, CoinDesk) | 3 trade ideas tracked | EWY, INDA, EWT | YouTube | Buzzberg