GOKE
300672141.002.06% ( +2.85 )
Delay Trading: Nov 12, 10:49:36CHINA IN-TECH fell approximately 13%
Market Movers·The biggest winner from the downfall of Jensen Huang is China
businessinsider·Michael Burry’s Portfolio: What the ‘Big Short’ Investor Owns Now
benzinga_article·- Investor Michael Burry has adjusted his portfolio by increasing holdings in beaten-down consumer, China, and value stocks, while establishing new positions in companies actively repurchasing shares. - His major investments include MercadoLibre and Temple & Webster, alongside fresh buys in Lululemon, Adobe, Sprouts Farmers Market, PayPal, JD.com, and Ero Copper. - Additionally, he maintains a Hong Kong tech basket and holds put options on several equities such as Palantir and Caterpillar.3 AI Infrastructure Stocks Riding China’s Chip Export Boom
Simplywall·- China's growing trade surplus and booming AI infrastructure build outs have created strong demand for high powered chips, servers, and data center hardware. - Three specific stocks, including Tower Semiconductor, Semiconductor Manufacturing International, and Suzhou TFC Optical Communication, are highlighted as being positively exposed to this latest trade and AI cycle. - These companies benefit from accelerating demand for silicon photonics, supply chain localization, and optical communication devices despite underlying capacity and margin tensions.