Huawei just launched a new AI architecture system (cloudMatrix384) to rival Nvidia's NVL72 system. With continuous tech progress by tech firms, SMIC is the key beneficiary in all these by being the sole fabrication house in China via its 7nm process. It is not clear if the latest product by Huawei will be built on 7nm or there will be breakthrough in 5nm by SMIC. Necessity is the mother of creation and I believe China will succeed in this breakthrough. Long SMIC, long china tech blue chips such as ALIBABA, Kuaishou!

For US Tech stocks, ito sell into any rally or Green Day. earning will be fuzzy and likely guided down if there is any guidance at all. CAPEX will be halted or reduced given the uncertainty of the US tariff threat and chaos. China will not blink so expect zero trade with US and all the US semiconductor supply chain vendors will all be impacted by import tariffs of 145% and many might bleed immediately and if prolonged will fold.  The whole re-industrialization of US is not planned well and therefore will only damage US economically hence lower GDP for sure. You can't have income from tariff and at the same time wants to re-industrialize US by forcing manufacturing back to US and at the same time still keep the USD reserve status. US needs to choose 1 and be very good at it. Also to ke

China export to U.S. is only 12.9% of its total export in 2024. For anyone to think the latest 50% tariff tit-for-tat childish gamble by Trump is going to make China cave in to his threat is a joke. When one don't produce much and yet is the largest consumer, you don't impose tariff on import. trade deficit is a result of lazy politicians who never focus on building US up through industry 4.0 and infrastructure expansion such as bullet train, green energy, battery tech and most of all the need to maintain the dollar as a reserve currency. US can't have its cake and still eat it. Either US lose its reserve currency status to boost the start of re-industrialization /reshoring of manufacturing in US, or keep the global currency status and keep buying cheap stuffs. US citizens s

Risk on? Or temporary bounce? For now, odds are better to stick with China H/A shares. Consumption boost is imminent and will be relentless when the time comes as and when the timing is right. Long China!

Nvda result tonight should beat analysts expectatio, key is guidance and with many hyperscalers committing billions into CAPEX for AI infrastructure expansion, it should gap up and drive China tech to 2-3 year high. likewise HSI should break above 24k and perhaps touch 25k again in the next 2 weeks. Cheers!

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Alibaba stock has appreciated almost 100% since Q4 last year and has be a fantastic counter for option trading! Join my team if you are an option fan!

With Xi finally shakes hand with Jack Ma, China gov has signal clearly that private sector is and will be given support to innovate and drive the AI industry into the next phase that is mass adoption, efficiency boost and most of all revolutionize the entire human response and approach to education, finance, industry 5.0 and many others. Alibaba will be in the front with hundreds of open source LLMs deployed and the inputs to these models will provide invaluable feedback to its e-commerce and user experience. Not to mention the monetization of Ant Finance and many other BUs. Rerating is a sure thing.

Alibaba clearly will beat the earning guide and given the growth in the cloud and AI segments, it's guidance will also beat expectation. The support from China gov and the meeting with Xi recently will allow baba to monetize more of its assets and expand valuation. Holding baba is key to china recovery

While open source AI architecture is the way, NVDA's GPU demand remains overwhelming... those with capital can now ramp up their AI model faster than ever with superior GPUs and distillation in parallel.