KWE

KWEB

3 tracked calls · 2 long · 1 short · last 90d: 1L/1S

first called by Dwarkesh Podcast 9mo ago

KWEKWEBSHORT1w ago

“China Tech ETF is going to get crushed. Right? China ETF is going to get crushed because American buyers are going to be out. Completely out. They're going to get crushed. Speculative value is going t”

ThreadGuy

A potential US ban on Chinese open-source AI models will crush the China Tech ETF as American buyers flee a fund allocating over 20% to Chinese AI leaders.

KWEKWEBSHORT@ $26.92

$28.58-6.17%

since call Jul 21

peak +3.0%

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KWEKWEBLONG2mo ago

“you don't have the president of China and the president of the United States get together in such a high-profile visit without a bunch of stuff worked out in advance.”

TBPN

A pre-arranged US-China deal at the Beijing summit lifts the whole China-equity complex; risk-on for China internet.

KWEKWEBLONG@ $29.61

$28.58-3.48%

since call May 12

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KWEKWEBLONG9mo ago

“Putin, he's trying to do empire. In the age of nationalism. Well, it's a non-starter. And he's dumping all of his ordnance on Ukraine, leaving Siberia wide…”

Dwarkesh Podcast

Russia is being hollowed out by Ukraine while China quietly absorbs its Central Asian sphere; bet against Russia, with China.

KWEKWEBLONG@ $39.44

$28.58-27.54%

since call Oct 31

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