4 Comments

Great piece. Truly.

Expand full comment

Thank you, Ray

Expand full comment

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.

Expand full comment

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.

Expand full comment