4 Comments
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Ray Wang's avatar

Great piece. Truly.

Michael Spencer's avatar

The main ticker for me that I follow here is $YINN. It's one of those weird x3 ETFS. It's up nearly 144% in the past year.

Michael Spencer's avatar

I feel like we need to make a big list of China's moats and competitive advantages in various fields related to emerging tech and AI. A lot of analysts are glossing over them. China having less monopolies in the Cloud and more competitors is actually an advantage. China's crackdown on its BigTech in the long-term stimulates actual innovation.