Here are the actionable trade ideas extracted from the tweets:
IDEA [3] TICKER: $BYDDF, $XIACF, $GELYF, $NIO, $LI, $XPEV, $ZK DIRECTION: long THESIS: Expect more support policies to boost auto sales after a correction in January/February, which should benefit these Chinese auto manufacturers. SPEAKER: @briantycangco TIMEFRAME: medium-term
IDEA [4] TICKER: US Bonds (e.g., TLT, IEF, BND) DIRECTION: short THESIS: Chinese regulators' reported guidance to limit US Treasury exposure adds pressure to bonds, alongside upcoming NFP and CPI data. SPEAKER: @ces
| Ticker | Direction | Speaker | Thesis | Time |
|---|---|---|---|---|
| LONG | @briantycangco | Expect more support policies to boost auto sales after a correction in January/February, which should benefit these Chinese auto manufacturers. | — |