Chien Chen Lin
Chien Chen Lin @steveann1

Performance
All

17.78%2026
2026
12.43%2025
2025
29.30%2024
2024
24.40%2023
2023
-30.08%2022
2022
16.13%2021
2021
22.98%2020
2020
16.60%2019
2019
30.1%0%-30.1%
Discussions
Chien Chen Lin
Chien Chen Lin
Indonesia
10h
The Fed just hiked for the second time this year. And yet Taiwan's market hit new highs in September. Here is why that makes complete sense. September was noisy. Warsh hiked 25 basis points as a precautionary move against oil-driven inflation. Long bond yields hit new highs globally. Most markets... Show More
Chien Chen Lin
Chien Chen Lin
Indonesia
9d
China's AI models now handle 55% of global token traffic on major platforms. The US still captures 83% of the money. That gap tells you everything you need to know about how this war is actually being fought. Here is the simple version. The US and China are not really competing on the same thing.... Show More
Chien Chen Lin
Chien Chen Lin
Indonesia
13d
The Fed just hiked for the first time in three years. Here is what it actually means. The September FOMC voted 12 to 0 to raise rates by 25 basis points to 3.75 to 4.00%. The dot plot now signals another hike is likely before year end, with 16 out of 18 voting members supporting further tightening.... Show More
Chien Chen Lin
Chien Chen Lin
Indonesia
16d
Not all parts of the AI supply chain are created equal. Here is a simple way to think about where the real money is being made. The strongest position belongs to foundries and memory. $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) is running at record gross margins because advanced chip capacity... Show More
Chien Chen Lin
Chien Chen Lin
Indonesia
29d
Nine tech giants have 3.5 trillion dollars in off-balance sheet commitments. That sounds alarming. Here is why most of it is normal. The Wall Street Journal recently flagged that Microsoft, Google, Amazon, Meta, Nvidia, and others have massive financial obligations sitting off their official books.... Show More
Chien Chen Lin
Chien Chen Lin
Indonesia
1mo
August was noisy. The fundamentals stayed quiet in a good way. Bond yields rose, the dollar weakened, and gold surged. Markets were pricing rising concerns about US and global debt levels. The S&P 500 hit new highs early in the month, then gave back some gains as long-term rates stayed elevated... Show More
Chien Chen Lin
Chien Chen Lin
Indonesia
1mo
Taiwan's exports grew over 60% this year. The economy is booming. So why has the currency been getting weaker? This is one of those situations where the obvious answer turns out to be wrong. Strong exports should mean a stronger currency. But the Taiwan dollar and Korean won both hit multi-year... Show More
undefined logo
TSM
Taiwan Semiconductor Manufacturing Co Ltd - ADR
443.12
-2.00 (-0.45%)
Chien Chen Lin
Chien Chen Lin
Indonesia
2mo
A lot of people are asking if AI is the next 2008. Here is my honest take. Nvidia just teamed up with Goldman Sachs, BlackRock, and four other Wall Street giants to raise 500 billion dollars for AI infrastructure. At the same time, the CME launched the first GPU futures contracts. Compute power is officially... Show More
Chien Chen Lin
Chien Chen Lin
Indonesia
2mo
Edited
Q2 earnings are in, and the story is shifting in an interesting way. 86% of S&P 500 companies beat EPS expectations this quarter, and overall earnings grew 50% year over year. That is the strongest growth since 2021. But the more important signal is not the headline number. It is where the growth... Show More
Chien Chen Lin
Chien Chen Lin
Indonesia
2mo
The market is volatile. The supply chain story is actually clearer than the price action suggests. Let me walk through the three layers of the AI stack and where the real risks sit. The upstream semiconductor layer is the tightest part of the entire chain. Memory and foundry revenue growth is still... Show More

About Chien Chen Lin
Indonesia
Strategy: Diversifed ETF

Buy & Hold Core-Satellite Strategy. Laser focus on ETF & 5-10 individual stocks.
Show Full Bio
16 Copiers
658 Followers

Similar Traders

Recently Traded

EWT
EWT
Opened•02/09/26, 13:30
▴4.20%
P/L
VWRA.L
VWRA.L
Opened•02/09/26, 07:01
▴0.60%
P/L
BRK.B
BRK.B
Closed•31/08/26, 00:05
▴187.58%
P/L
BRK.B
BRK.B
Closed•31/08/26, 00:05
▴162.21%
P/L
GOOG
GOOG
Closed•31/08/26, 00:05
▴13.82%
P/L