Latest posts from @ryanhingshing on X (Twitter)
Buyside equity analyst. Tech/Fin. Investing in tech/semi supply chain. Not investment advice. DM open.
What they post about
The account belongs to Ryan Leung, a buyside equity analyst focusing on technology and semiconductor supply chains. He shares insights on market trends, particularly regarding pension fund pressures and the impact of AI on semiconductor stocks. Additionally, he discusses electric vehicle sales trends and their implications for the tech market. The content is analytical and aimed at those interested in finance and investment strategies.
Recent posts
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A Cat Emoji in Reply
A reply to @ShanghaoJin consists solely of a cat emoji, with no further context provided.
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Repost Warns About Bearish Commentary
A repost of @ShanghaoJin's Chinese-language reply says that people making bearish comments are going to be warned. No additional context is provided.
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Investor Reconsiders Outlook for AI Capital Cycle
In a repost, an investor says they no longer share their view from May and June that this year could mark a turning point. They now argue that the broader AI investment cycle is not ending, while acknowledging that others may disagree.
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Commenter Teases Investor Over A-Share Commentary
Replying to Shanghao Jin, a commenter jokes that they will count the days until the investor next discusses China's A-share market.
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AI Model Makers Face Pressure From Both Sides
A post argues that open-source AI models are competing aggressively on price, while proprietary models are putting additional pressure on open-source model companies.
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