Basket representing publicly traded Chinese technology and internet companies listed on major exchanges.
1 take · first discussed Jan 18, 2025
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Only Friedberg has offered a view on Chinese tech stocks as a basket, making this a single-host thesis rather than a collective debate. He holds a medium-conviction bullish stance, framing it as a contrarian pick premised on the expectation that a broad US-China deal will be struck within the first six months of the Trump administration, which he believes would ease economic tensions and lift Chinese equities. No other hosts have weighed in to agree or push back on this thesis.
Friedberg flagged Chinese tech stocks as his contrarian prediction, expecting a grand US-China deal in the first six months of the Trump administration to ease economic tensions and benefit Chinese equities.
this was my contrarian prediction, I think. Oh no, this was my stock. This was my stock prediction. Yeah, this was like my, I picked the Chinese tech stocks.”1:19:01