Don here...
I'm usually the guy warning you about crashes and volatility spikes.
But Gianni has an interesting thesis that's worth a listen.
Chinese tech is breaking out. And the setup looks identical to US markets bottoming in April.
A weak dollar plus continued rate cuts equals capital flowing to Asia.
Most currency traders follow the Japanese yen, but we need to think at a continental level.
He thinks the real alpha is across the Pacific.
Gianni is tracking BYD as a direct Tesla competitor with one key advantage.
You see, China can direct consumer spending patterns in ways the US can't. That gives Chinese EV makers structural support most traders aren't accounting for.
Here's what's happening right now:
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CQQQ up 1.3% while US markets spin their wheels
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Alibaba is hitting new highs (Trinity Trade just booked profits)
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Baidu holding strength across multiple sessions
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BYD is setting up a compelling risk/reward entry
Gianni's Asia trade ideas are just the tip of the iceberg.
The precious metals trade is getting extended. Gold came within 80 cents of $3,900.
Gianni expects a sharp pullback soon, but he's looking to buy that dip.
AG First Majestic Silver delivered 45-50% gains from the LIVE ROOM entry.
Plus, we have to remember - sector rotation is the lifeblood of bull markets.
Healthcare is the second-largest sector in the S&P 500 and has done nothing for four years. Gianni's watching biotech closely as potential Q4 leadership.
All I'm saying is the Mag Seven can't carry this market forever. When capital rotates into undervalued international names, that's what extends bull runs.
Click here to watch Gianni break down the Chinese tech setup and sector rotation plays
To your success,
Don Kaufman
Chief Market Strategist, TheoTRADE
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