Lambert Pitman
08-13

$KraneShares CSI China Internet ETF(KWEB)$ $NVIDIA(NVDA)$  $Invesco QQQ(QQQ)$ $iShares Semiconductor ETF(SOXX)$ $Alibaba(BABA)$ If you're looking for exposure to Chinese stocks, one thing to consider is that China actually has the infrastructure to support AI, while the US does not. Around 60% of US firms are already using Chinese AI models. The pricing power looks like it keeps growing as China pours a massive amount of capital into its infrastructure.

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