KWEB

oprah_2024

Nike, KWEB, and Ethereum Classic

oprah_2024

China flags are red flags. long KWEB sir

Rocky_The_Champion

KWEB sucks still

Informal-Lime6396

I think that’s the right way to frame it. The conference proves that China’s humanoid robotics ecosystem is scaling rapidly, but the shirt-folding example is a useful reminder that impressive demos and reliable industrial deployment are still very different things. The diversified-supplier approach also makes more sense to me than trying to pick the eventual humanoid winner. If the category takes off, component, sensing, motion-control, semiconductor, and platform suppliers can potentially benefit across multiple manufacturers rather than depending on one prototype becoming commercially successful. The ETF distinctions matter too. KWEB, CQQQ, and CNQQ can look like broadly similar China-tech exposure at a glance, but their listing-venue rules, A-share treatment, and rebalancing schedules can produce very different actual exposure. I’d focus less on which fund has the most robotics-sounding holdings and more on what it actually owns and how much of the portfolio those names represent.

Rocky_The_Champion

KWEB is the way for once

Rocky_The_Champion

BABA KWEB bounce looking legit for once

Rocky_The_Champion

Short EWY, Long KWEB. EM pair trade.

FuckleUp

🇨🇳 KWEB 👀

trumpdiego

just need KWEB and VIX to be at 30 by Friday to save me, that's all

trumpdiego

told you boys China the next big thing KWEB city and im the mayor

trumpdiego

Chinatech KWEB china on a tear, could be $31 by EOW next week

trumpdiego

##KWEB and VIX go up, everything else go down... A CHAOTIC ERA HAS BEGUN

I_Call_Bullshit_____

Still picking away at KWEB, cost basis of $25.50 and adding below $32

trumpdiego

truth is we should never have been anywhere near SPY750 as fast as we were, deserves to go down another 10% for a little bit in the penalty box while it thinks about its mistakes. CHINA on the other hand, banging away, undervalued, KWEB homies unite.

trumpdiego

KWEB is the biggest value stock out there right now, prove me wrong.

trumpdiego

by the time y'all get in on China KWEB it'll be the new momo trade

trumpdiego

KWEB in general

trumpdiego

KWEB & VIX calls thesis: KWEB - China has their big AI IPO's imminent - their whole workforce will slam Gangham style. VIX - ya taco may be imminent, but if it isnt and we go over-the-top and take Kharg island randomly in the night one of these nights, ya shit may get crazy quick. Positions: + KWEB 250x $30 8/28 @ .52 + VIX 125x $25 8/19 @ .89

Moist-Guava-732

# ETFs to buy: * EUV * DTCR * WQTM * USRT * KWEB * IYH * ORBX

trumpdiego

Ideas for rotation: KWEB - China overdue, cheap AI models, cheaper AI IPOs LKNCY - Chinese Starbucks, caffeine makes AI, coffee just catching PM - China needs nicotene to make AI as well, potential for cancer cure on horizon and smoking is cool again BOTZ - Chinese AI eventually makes robots, etf 52w low time to long China

Soldacki

My only plays right now are KWEB 2027 calls and NOW August and late July calls

I_Call_Bullshit_____

There’s other Chinese tech indexes but KWEB is my preferred vehicle. It’s trading at **12.86 p/e with an 8.6% dividend. That is insane, and won’t last.** In two words? Mean reversion. I’ve done this trade 4 times in the last 5 years for an average of 40% return each time. I anticipate 60% this time since I timed my entries better. $25 average cost basis, still adding but cautiously. I also like selling calls backed by my shares, good premiums when it starts to rip. I roll until my shares get called away at my exit price. Chinese stocks have sickening levels of volatility; picking my entry and exit points before they happen allows me to ignore the Noise. Why China? **Because it’s currently one of if not THE most unloved investment in the world.** I *love* unloved; bought Intel this last August at $21. Bought XOM all of 2020. META in 2022. I don’t chase ATH’s; I like Unloved Shit. There’s good money in Shit.

OkChange9119

Why KWEB and why China?

I_Call_Bullshit_____

I swapped most of my holdings over to KWEB; I see a fundamental lack of value in US equities **with some exceptions.** I’m not going to chase exceptions when there’s loads of value to be found overseas, particularly in Hong Kong. I like unloved sectors, $29 entry in XOM in 2020 when oil was negative is my style. I don’t buy ATH’s.

drkgla

Leave KWEB alone it has nothing to do with this nonsense

drkgla

KWEB holders unbothered and moisturized

drkgla

We are entering a KWEB and chill market.

drkgla

Calm down friend it's a joke. There are opportunities everywhere, as a matter of fact seems like KWEB is warning up right now.

drkgla

So what I'm hearing is get out of memory and get into KWEB

SomewhereOk5613

Is it a good idea to invest in KWEB now ?

IvoryTowerResident

Found the $KWEB bag holder

Meakmoney1

That why KWEB been sucking azz?

Suspicious_Green8013

This is exactly why I stopped buying KWEB You think you are getting China tech exposure but you are really getting a dollar rate play The Fed hikes and Hong Kong stocks bleed while the A share names keep running on PBOC liquidity It is the same country two different central banks two completely different outcomes If you want real China tech exposure you need a different ETF or direct A share access

Suspicious_Green8013

This is the split market nobody talks about enough HK stocks are basically US stocks in disguise because of the peg When the Fed hikes HK hikes with it Meanwhile A shares get the PBOC easing treatment Same sector different central banks different outcomes KWEB holders are essentially betting on the Fed not hiking further not on China tech That is a very different trade than what most people think they are making

Meakmoney1

Been sitting on KWEB, the incinerator of money everyday.

advantage_player

KWEB how low can you go?

markovianmind

KWEB looking juicy

booobReviewer

CQQQ has structural issues beyond the political risk people mention. It tracks the CSI Overseas China Internet index, which means it's heavily weighted toward BAT (Baidu/Alibaba/Tencent) and its fee is 0.65% — expensive for what you get. The YTD performance is weak because Chinese consumer spending is still depressed. If you want China tech exposure, KWEB (0.68% ER) has better liquidity and a broader basket. But honestly, Chinese tech is a bet on government policy turning pro-business — there's no evidence of that yet. A simpler geographic diversifier might be VXUS (total international ex-US), which gives you Japan, Europe, and emerging markets including China without the single-country concentration risk.

dweeegs

KWEB’s time (To crash and burn again)

Soldacki

Buying SpiderMan stock KWEB

Soldacki

My KWEB 2027 $28 calls looking good tonight

ThinkingOfTheOldDays

My new pet thesis is that Gyna has lost the AI war already. Kraneshares SSE STAR Market 50 ($KSTR) down 4% in premarket, up 42% ytd tho, against a disaster in FXI and KWEB.  Still like KSTR on Gyna forced investment the next couple years

advantage_player

KWEB has to be a buy at some point, sitting at $26.40 vs a high of $90 a few years ago

DegenDigest

KWEB is the one most ppl use if they want china tech exposure without picking individual names.

Ok-Camp-4723

I treat China like a leveraged macro bet, not a core holding. Super cheap for a reason, so I size it small and assume the CCP can nuke my thesis any random weekend. Personally I just use KWEB and a tiny bit of FXI for broad exposure and avoid picking individual names because you’re basically betting on policy mood swings, not fundamentals. If you want to dabble, think “spec bucket” not “retirement portfolio” and only money you’re fine mentally writing to zero 💀

Soldacki

KWEB maybe my worst play ever

Maximum-Side-9391

Let me know when KWEB > DRAM on monthly gains

lostinspacs

KWEB 🤣

RobertClarks

The interesting part to me is not even the China revenue hit. It is the realization that Nvidia may have accidentally trained the world to build around AI accelerators so successfully that governments now view domestic chip capability the same way they view energy or defense. Strategic infrastructure. That changes the game. Five years ago everyone assumed the AI winner takes all story meant Nvidia wins forever. Now it might mean every major country spends absurd amounts of money trying to make sure Nvidia is not the only option. I still think Nvidia is probably the best company in the space. But the market went from “they dominate” to “they dominate and nobody can challenge them.” Those are different things. Also agree with you on KWEB. People hear China tech ETF and think they are getting exposure to the domestic semiconductor push, but most of it is internet/platform exposure. Honestly this is part of why I’ve shifted more toward the whole “own the dominant infrastructure businesses” approach instead of trying to perfectly predict every geopolitical winner and loser. Nvidia still fits that. So do a lot of the companies inside MPLY honestly. The businesses with scale, ecosystem lock in, distribution, and pricing power tend to survive even when the world changes around them. But yeah, Jensen saying expect nothing from China was a pretty wild moment. Felt less like normal earnings call spin and more like the CEO admitting the market structure permanently changed.

softboiledjadepotato

That's why I bought KWEB back then 😭😭

GamblingMan420

$KWEB is for boomers. Buy $KSTR

avohsaif

he might not been able to read Chinese but he saw $KWEB

ai-moderator

#TLDR --- **Ticker:** Basket of Chinese ADRs (BABA, BIDU, NIO, etc.) / KWEB **Direction:** Up (If you use their specific strategy) **Prognosis:** Long Chinese AI stocks using momentum rotation **OP's Regard Level:** Extremely High (Deleted the entire text explanation but left the charts for us to blindly guess the exact strategy parameters) **Strategy Result:** +16.15% return vs -14.69% benchmark (according to the mysterious MAAS-Anchored Momentum Strategy charts)

PalpitationSmooth992

all of the signs are pointing to a massive correction starting next week short semis $SOXS short SNDK $SNDQ short small caps $TZA long china $KWEB

Final-Rush759

Most gains are semi especially memory and photonics. These sectors also do well in China. Some are upper 10x. It just these Chinese companies are relatively small, they don't boost the stock indexes too much. They are still in early stage establishing their own supply chain. It's sad KWEB and other Chinese ETFs don't have much exposure to these sectors. The profolia looks like boomers' 2000 internet profolia.

jerome-yellen

KWEB KraneShares CSI China Internet ETF

MufasasParachute

They are making Trump feel SO important with all the cheering children lol … he looks so pleased with himself. KWEB and FXI calls lol

ThinkingOfTheOldDays

KWEB while mango is in Gyna 🫶

ThinkingOfTheOldDays

All in KWEB right? Can't go tits up while he's there. 

Soldacki

If GYNA deal, what goes up KWEB?

Thin_Cat8817

CHYNA ripping, join the ride up, chyna stocks move quick. KWEB calls 3 months out should print

_Romp

🇨🇳 stonks mooning BABA 🚀 BIDU🚀 JD🚀 KWEB🚀 CQQQ🚀 YINN🚀

_Romp

Rotation to 🇨🇳 BABA 🚀 BIDU🚀 JD🚀 KWEB🚀 CQQQ🚀

citrixn00b

Sounds like $KWEB ripping in the coming days.

PapaCharlie9

No, it's more about macro-economic catalysts and trends. Like KWEB was during the trade war(s) with China and KRE was during the regional banking crisis. They were directional play where I was rolling long puts to catch a bear downtrend. For GLD and XLE (commodities) and XAR (defense sector), it's usually a directional play when there's a demand crisis, like a war. I've only taken bullish positions on these to ride the trend up. For volatility plays I'm sector-neutral. I just go where the vol is, I don't really care what the underlying is. Like around the time that the SPAC for what became Truth Social was getting hyped, vol was all over the place. Fun times.

Thin_Cat8817

He would not be bringing 16 fuckin CEOs if he wasnt planning on this meeting going well.  BABA, JD, KWEB calls are the play. Chinese stocks been waiting for this meeting to release the tension and go back to October highs

Therecanbenopeace

I bought KWEB. Feels kinda dirty.

SatoriKind

China has quietly become a tactical upside expression again, with flows showing demand for FXI/KWEB upside. Historically, Trump/Xi meetings have tended to produce stabilization rallies. China equities averaged +2-4% over the following 1 month, tactically outperforming SPX after these meetings (5 separate occasions)

TradeTheBones

**BABA setup is loaded and probably the best single-name China play right now.** The catalyst stack inside one week is the whole story: * Wed May 13 — BABA Q earnings * Thu-Fri May 14-15 — Trump-Xi summit * Two binaries inside 48 hours, almost no other China name has this proximity **Tape (5/7 close $141.45):** * YTD -9.18%, off Mar 30 lows +15.96% * RSI 54, neutral trend * Above SMA20/50, below SMA200 ($148.49 = key level) * Death cross still active, BB position 0.98 (extended) * Outperforming the basket: KWEB is -17% YTD, BABA -9% **Pattern engine, 4 bearish vs 1 bullish:** * descending_channel bearish 85%, target $110 * descending_channel bearish 85%, target $108 * falling_wedge bullish 85% (reversal signal) * descending_channel bearish 80%, target $128 * bear_flag bearish 80%, target $132 The bullish falling_wedge is specifically the pattern that signals downtrend exhaustion. All five simultaneously = stock at the resolution point of a 6-month bear pattern. Up resolves to $165-175 (SMA200 reclaim), down clusters $108-132 (-25%). **Barclays put a clean trade on the page this morning (Catalyst Watch 5/7):** * Buy 15-May $145 BABA calls * Reference $140.70, cost $4.10 (2.9%) * Implied earnings move 6.2% * Breakeven $149.10 Interesting wrinkle: implied 6.2% is *below* BABA's 7-9% historical earnings-week move. Option is actually cheap vs realized history *before* pricing the Trump-Xi optionality on top. **The Barclays cross-desk alignment:** their vol desk published yesterday saying Trump-Xi is being priced as a non-event by FXI/ASHR vol curves. Today their equity desk says "buy BABA calls into earnings." Two desks at one firm pointing same direction. That alignment doesn't happen often. **Three ways to play it:** * FXI 1m straddle — cheap event vol, both directions, Trump-Xi pure * BABA 5/15 $145 calls — directional, stacked binaries * ASHR 5/16 calls — cheap onshore directional, summit alone **Risks:** * Cloud/e-commerce miss on May 13 (the AMD-style "beat but miss the take-rate" equivalent) * Tariff escalation surprise (~15% probability per most desks) * Already extended into catalyst, BB 0.98 * Still below SMA200 **My take:** sized at 50bps via Barclays 5/15 $145 calls, it's a defined-risk directional play on a calendared event stack. The honest contrarian read: this all depends on Xi delivering anything. Busan was muddle-through, GS framed today as "talks-not-deal." If both binaries land in muddle-through zone, the call expires worthless and BABA drifts back to the $128-132 cluster the bearish patterns flag. The 4-vs-1 pattern count isn't a coincidence. Pass if you think KWEB underperformance signals macro weakness in China consumer/cloud. Add if you believe the binary stack is mispriced vs historical earnings-week IV expansion. Sources: Barclays Stock Catalyst Watch 7-19 May, Barclays ETF Compass 5/7, GS Basics 5/7.

ThetaEdgeHQ

two structural reasons ETFs work specifically for non fulltime traders, separate from the liquidity and IV points already covered. idiosyncratic event risk goes away. on a single name you have to track earnings, FDA decisions, executive turnover, SEC filings. miss any of them and a 30 percent overnight gap takes out a defined risk position. on a sector or broad market ETF, the basket dilutes single name catalysts and you only need to track macro events that are calendared months out. for someone with a day job, the attention savings is the real edge. tax structure on index options versus single name options is materially different. SPX, NDX, and RUT are section 1256 contracts which means 60 percent long term, 40 percent short term cap gains regardless of holding period. SPY and QQQ options do not get that treatment. for a wheel or premium selling strategy with high turnover, the 60/40 split on the index versions is often 5 to 8 percent on annual P and L for a high bracket trader. trade off on the index versions: no equivalent for sector ETFs in the same tax category. so the structure that makes the most sense for non fulltime is broad market core on SPX or NDX for tax efficiency, plus SPY or QQQ when you need smaller contract size or weeklies, plus sector ETFs (XLE, XLF, KRE, KWEB) for thematic exposure when you have a specific view.

PapaCharlie9

Yeah I mostly trade sector funds. Like options on XLE during this oil-supply driven market. I traded options on XLF and KRE when busted banks were in the news. GLD or SLV for precious metals. KWEB on China news. Stuff like that. I don't trade leveraged or inverse funds. Why settle for 2x or 3x when I can get 10x with OTM contracts? For Tech, I just buy QQQ shares and hold for the long term. I started accumulating QQQ in 2010 and haven't sold any shares yet, so I'm sitting on some nice gains right now.

PinkyPonk404

Liquidity is the main thing I look at and a few sector ETFs are surprisingly solid — XLE, XLF, and XLP all have decent volume and tight spreads. KWEB is worth a look too if you're okay with the extra volatility that comes with China exposure.

rcmtt

KWEB

CheeseEveryMeal

Sold my QQQ for KWEB before close. Pray for me.

wang4wang

Yeah this is basically where I land too.. Chinese AI can be legit useful and the Arena gap makes the spending story look kinda insane, but that doesn’t mean KWEB or CNQQ magically become safe bets lol. Great tech doesn't pay me if shareholders get screwed.

trsx5

Ladies and Gentlemen, it's time to start thinking about the China growth story. $KWEB $FXI $BABA $JD $YINN Just something to consider, as China is starting to show signs of growth if you're looking for exposure to some communism.

MarcusVCapital

Excellent breakdown — the Alibaba framing is exactly right: the market wants profitability, but the number worth isolating is cloud at +36% to RMB 43.3B with AI product revenue still growing triple digits. That's the real thesis — they're building China's AI infrastructure layer while everyone stares at the food delivery price war. The ETF composition point is underappreciated. Most US investors getting "China tech" exposure through KWEB are getting pure internet — zero A-share, zero EV/semis. If your thesis is China AI infrastructure and manufacturing, you're in the wrong vehicle and probably don't know it. Xiaomi's EV ramp is the sleeper. First annual operating profit, 145k deliveries in a single quarter from a standing start two years ago. The SU7 pulling 15k locked orders in 34 minutes on the refreshed model is a product signal, not just a volume number.

Plane-Salamander2580

The only time in recent history where Asia led that I noticed was around the Deepseek period where Asia/Hang Seng Tech was the lead for ADRs and ETFs like CQQQ and KWEB. Most times it's just noise, especially Mondays catching up to US' Friday close.

advantage_player

KWEB is about to breach liberation day lows

advantage_player

Going balls deep into KWEB, a 30% drop in 6 months is overdone.

advantage_player

KWEB

advantage_player

Currently thinking about how much money I'd have if I bought KWEB puts instead of calls for the last two months

advantage_player

I've burned like $30K buying KWEB calls, as soon as I throw in the towel it's going to rip

advantage_player

KWEB is getting really really cheap

trsx5

Mango man in China end of March. He needs wins for midterms. Deal will be made $FXI $YINN $KWEB - im also retarded

advantage_player

KWEB guh every day

advantage_player

I sold someone a 25 bagger 0DTE when I dumped my KWEB calls for nothing this morning 🤡

IllBuyYourCar

Am I dumb or is this a perfect time for China market? KWEB been in the dirt all year and is currently ripping from lows

advantage_player

The KWEB 0dtes I sold this morning for .01 are now it lololol

advantage_player

The KWEB calls I sold for a penny this morning are going to end up ITM lmfao

advantage_player

KWEB keeps dropping, but I can't allow myself to buy any more

Impossible-Good-5343

Good write-up on the ETF exposure problem — that's the part most people skip over. Everyone says "just buy China tech" but then buys KWEB which is basically Alibaba, Tencent and JD getting hammered by regulation while the actual AI infrastructure buildout happens in A-shares they can't even access. The Cambrico play is interesting but I'd be careful with the revenue jump — going from loss-making to 6-7B yuan guided in one year on the back of what is essentially a government mandate to use domestic chips is not the same as organic demand. If the political wind shifts or Nvidia gets an export waiver, that revenue evaporates fast. The real DeepSeek thesis to me isn't "buy Chinese AI stocks." It's that efficiency breakthroughs compress the entire AI cost curve globally, which is deflationary for the picks-and-shovels trade everywhere. That hurts Nvidia long term more than it helps Cambricon.

bobby1128

That's a really good breakdown the way KWEB and CQQQ limit A-share exposure does changes how much investors actually capture from the trend. CNCQ looks interesting, but with the risks you mentioned, I like keeping part of my portfolio in alternatives like fundrise so I'm not leaning too hard on one market. It helps me stay balanced while still following opportunities like these.

advantage_player

What will it take for KWEB to not suck ass? We have the death of the dollar, the AI trade, and all of Europe running into the arms of China and we're down 3% YTD.

advantage_player

Fucking KWEB, c'mon man

ATUGA

lol - except your companies suck. I own some KWEB and it’s shit.

advantage_player

Loading more KWEB every day

advantage_player

They're going to make me full port KWEB

advantage_player

Another day another 2% drop for KWEB

ecoburner87

BIDU ran first, BABA next, and KWEB is an ETF that captures them all (and others). Today's US-led retrace probably creates a good entry opportunity for those (and other global stocks)