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EWT

EWT

7 tracked calls · 6 long · 1 short · last 90d: 4L/1S
first called by Dwarkesh Podcast 4mo ago
EWTEWTLONG5d ago
“Korea's a beneficiary. Taiwan's a beneficiary. You know, I I won't run through them all. There are certain countries, you know, that are part of the whole supply chain for this huge boom that are bene”
Monetary Matters · The Monetary Matters Network

Taiwan's booming AI export demand drove a 14.6% GDP surge, cementing the country as the ultimate winner of the global tech spending boom.

EWTEWTLONG@ $99.27
$97.88-1.40%
since call Jul 26
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EWTEWTLONG4w ago
“Post-July projections indicate that glass fabric quotes are highly positioned to refresh historic highs, increasingly echoing the classic blueprints of a histor”
Zephyr

Glass fabric supercycle + foreign institutional buying surge drives Taiwan equity re-rating higher post-July

EWTEWTLONG@ $100.32
$97.88-2.43%
since call Jun 28
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EWTEWTLONG4w ago
“Here's the TX up 53... Our spenders are fueling this the same way... the receivers of the money are driving everything”
Jordi Visser

American tech giants are dumping billions into AI infrastructure, directly fueling a 53% surge in Taiwan's market as the ultimate receiver of this cash.

EWTEWTLONG@ $103.86
$97.88-5.76%
since call Jun 28
peak +3.3%
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EWTEWTSHORT1mo ago
“Stock trade defaults reported by securities firms in Taiwan rose to $62 million … Market leverage is out of control.”
The Kobeissi Letter

Taiwan's stock market is facing a severe margin unwind as trade defaults hit record highs, signaling a broader leverage crack

EWTEWTSHORT@ $100.44
$97.88+2.55%
since call Jun 25
peak +13.0%
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EWTEWTLONG1mo ago
“Taiwan's full-year output value of Printed Circuit Boards (PCBs) is expected to rise 15.1% to NT$1.05 trillion this year, topping the NT$T mark for the 1st time”
dnystedt

Taiwan PCB output hitting a record NT$1.05T on AI server demand; Taiwan tech equities ride the boom

EWTEWTLONG@ $105.25
$97.88-7.00%
since call Jun 24
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EWTEWTLONG3mo ago
“Korean economy and Taiwanese economies are absolutely on fire because they're just exporting so much chips and microchips and memory.”
Forward Guidance · Steve Hou

Korean and Taiwanese economies are on fire from chip exports driven by AI demand

EWTEWTLONG@ $89.17
$97.88+9.76%
since call Apr 29
peak +17.5%
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EWTEWTLONG4mo ago
“the main factor is going to be for reducing the number of people is modularizing things and making them in factories in Asia... these areas are going to ship…”
Dwarkesh Podcast

Modular DC assembly moves value to Taiwan factory integrators; Foxconn and Delta capture more of each buildout.

EWTEWTLONG@ $71.32
$97.88+37.23%
since call Mar 13
peak +46.5%
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