Ross_Macro_Trading

Hedge Fund Founder, Founder of Gongxing Academy, Partner at Morning Cloud Asset Management

    • Ross_Macro_TradingRoss_Macro_Trading
      ·07-24 17:48

      Live Recap 4: SK Hynix in Focus — Q&A Highlights on Timing, Risk, and Embracing AI

      1. Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
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      Live Recap 4: SK Hynix in Focus — Q&A Highlights on Timing, Risk, and Embracing AI
    • Ross_Macro_TradingRoss_Macro_Trading
      ·07-24 17:42

      Live Recap 3: Inside the Memory Supercycle — NAND, DRAM, and the AI Compute Shift

      1.Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
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      Live Recap 3: Inside the Memory Supercycle — NAND, DRAM, and the AI Compute Shift
    • Ross_Macro_TradingRoss_Macro_Trading
      ·07-24 17:38

      Live Recap 2: Korea's Macro Backdrop — GDP, Valuations, and Capital Flows Behind the KOSPI Story

      1. Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
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      Live Recap 2: Korea's Macro Backdrop — GDP, Valuations, and Capital Flows Behind the KOSPI Story
    • Ross_Macro_TradingRoss_Macro_Trading
      ·07-24 17:33

      Live Recap 1: Why the Memory Selloff Is a Buying Opportunity, Not the End of the Cycle

      1.Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
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      Live Recap 1: Why the Memory Selloff Is a Buying Opportunity, Not the End of the Cycle
    • Ross_Macro_TradingRoss_Macro_Trading
      ·06-18
      Kevin Warsh’s debut; SEP and the dot plot. Half of the Fed policymakers expect a potential rate hike within the year, with inflation forecasts significantly revised upward compared to March. There are only 18 dots in the dot plot, whereas the FOMC consists of 19 members (7 Governors and 12 regional Fed Presidents). This suggests that Warsh likely withheld his own economic projections and interest rate forecasts. $标普500ETF(SPY)$ $纳指100ETF(QQQ)$
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    • Ross_Macro_TradingRoss_Macro_Trading
      ·05-19
      ‘I was asked by Saudi Arabia, Qatar, UAE, some others, if we could put it off for 2 or 3 days’,Trump on Iran attack ‘We were getting ready to do a very major attack tomorrow’ ‘I have put it off for a little while. Hopefully, maybe forever, but possibly, for a little while’
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    • Ross_Macro_TradingRoss_Macro_Trading
      ·05-18
      Hope everyone enjoy[得意] Thank you@TigerClub

      Ross Dong's H2 2026 Playbook — Fed Pivot, AI Hardware Supercycle & Gold

      @TigerClub
      Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy, Partner at Morning Cloud Asset Management) Live Date: May 12, 2026 ( Review Link>>) @Ross Macro Trading 🎯 3 Key Takeaways Fed pivot is coming. Market underpricing aggressive rate cuts in H2; AI is a structural deflationary force. AI = hardware cycle. Memory & optics are in a supply-tight supercycle; software faces disruption. Rotate, don’t chase. Balance AI/Tech with neglected cyclicals (airlines, cruise lines) and gold. 🏛️ The 5 Strategic Pillars # Pillar Co
      Ross Dong's H2 2026 Playbook — Fed Pivot, AI Hardware Supercycle & Gold
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    • Ross_Macro_TradingRoss_Macro_Trading
      ·05-16
      The Senate Banking Committee advanced the Clarity Act to the full Senate floor. If passed, this is a massive regulatory catalyst and a huge win for the crypto and stable-coin sectors. $Coinbase Global, Inc.(COIN)$ $Circle Internet Corp.(CRCL)$ $比特币ETF-iShares(IBIT)$
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    • Ross_Macro_TradingRoss_Macro_Trading
      ·05-16
      Trump just filed 3,600+ stock transactions covering January to late March 2026. The President is clearly obsessed with the stock market, expect an even crazier money grab ahead of the midterms. Investors worldwide probably owe him a thank-you note. His relentless buying and longing are single-handedly 'Making America Great Again' for the stock market. $英伟达(NVDA)$ $特斯拉(TSLA)$ $甲骨文(ORCL)$ $好市多(COST)$ $微软(MSFT)$
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    • Ross_Macro_TradingRoss_Macro_Trading
      ·05-13
      Jensen Huang boarded Air Force One at the very last minute, bound for China. $英伟达(NVDA)$
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