- long unitree-ccxi to hedge my mu long - long tobacco stocks to express lagging bullish view on MRNA cancer news (this is crazy btw and will have long-reaching societal impact) - long Chinese AI because they don't have any of this NIMBY "no datacenters in my backyard" mentality. If the CCP deems your land to be datacenter land, it will become a datacenter. I think generally what we're seeing is that the bottleneck for AI is no longer becoming the raw "intellectual capital" which already you could make a case that America has a tenuous lead on vs. China, but rather the actual physical buildout/supply chain. Think there is a lot of alpha still in being bullish the Chinese analogs of stocks that have had eye-popping rips. As such, I am bullish CXMT (Chinese MU/SKHY/SAMSUNG, understanding CXMT competes in NAND and not HBM). But still looking for the Chinese analogs of, say, the neoclouds or the boring data center buildout equities.