North American sell-side research standards across US equities, crypto, and China A-shares. Structured five-dimension brief delivered to your inbox and mobile each morning.
Access India, Vietnam, China tech, crypto, AI semis and more via ETFs — without picking single stocks. Quotes refresh every 5 minutes.
Growth Theme
China Tech & HK Growth
Access China tech and HK growth via US/HK-listed ETFs
China internet, EV, and hard-tech names are reachable through US China ETFs and HK Hang Seng Tech products — capturing rebounds and policy inflection points without direct A-share accounts.
Manufacturing reshoring, digitization, and consumption upgrades drive Nifty's long growth runway; INDA offers convenient USD exposure on U.S. exchanges.
Track the most followed public holdings — Trump, Cathie Wood, Musk, Serenity, Roaring Kitty… Quotes refresh every 5 minutes.
E
Elon Musk
@elonmusk
#1X
Public statements + known associated exposure
Largest market influence globally · Tesla & crypto bellwether
CEO of Tesla and founder of SpaceX. A single post can move Tesla, Dogecoin, and the broader tech complex — among the most followed market-moving voices worldwide.
U.S. President · DJT media empire · policy-market mover
47th U.S. President. Holds a large stake in Trump Media (DJT); 2025–2026 federal disclosures show active tech and bond trading. Tariff, energy, and crypto policy moves drive sector rotation.
Followers
Tens of millions+
Public holdings
10
Portfolio avg 24h
-5.52%
AI / Cloud Compute · 3Macro / Energy · 3Crypto · 2Other · 2
Founder and CEO of ARK Invest. Publishes daily ARK fund trades with high concentration in Tesla, Coinbase, Palantir, and other disruptive names — among the most copied fund managers globally.
Real name Keith Gill (Reddit u/DeepFuckingValue / YouTube Roaring Kitty). Architect of the 2021 GME squeeze; 2024 return reignited global retail momentum — a meme-stock cultural icon.
AI supply-chain bottleneck thesis · optical networking leader
Former AI research scientist and RISC-V Foundation member. Rose from Reddit WSB to X with a focus on AI/semiconductor supply-chain bottlenecks — fast-rising discussion in English and Asian investor circles.
Consensus on data-dependency: no single macro narrative; barbell positioning dominates institution notes.
Divergence
Divergence: US banks (Goldman, J.P. Morgan) lean cautiously constructive vs CICC/Mirae on China-Korea beta; UBS/Barclays/Schroders emphasize European defensives when volatility rises. Crypto views split — JPM/Mirae tactical vs Schroders real-asset preference.
Meridian Intelligence View
Meridian Intelligence view: We weight live cross-asset signals over house-brand narrative alignment. When US banks and European asset managers diverge, our base case favors barbell positioning until volatility and rate data confirm direction. Consensus on AI productivity is treated as a sector thesis, not a macro guarantee—position sizing should reflect liquidity conditions and marginal flow, not poll counts of sell-side headlines.
Goldman Sachs
United States
Bullish
Overweight US equities with AI productivity leaders; sees soft-landing odds still above recession baseline.
AI capex cycleUS earnings resilience
CICC
China
Neutral
Domestic recovery still uneven; favors policy-sensitive SOEs and dividend defensives over broad beta.
Policy stimulusHigh dividend SOEs
J.P. Morgan
United States / Global
Bullish
Global expansion intact; overweight US + selective EM Asia; watch labor market for Fed path.
Fed pathGlobal cycle
Mirae Asset
South Korea / Asia
Neutral
Korea exporters benefit from AI server demand; balances KOSPI beta with USD hedge.
SemiconductorsKOSPI exporters
UBS
Europe / Switzerland
Neutral
Defensive tilt into healthcare and staples; ECB cuts priced but growth patchy across region.
ECB policyEuropean value
Barclays
United Kingdom
Neutral
Favors FTSE heavyweights with global revenue; cautious on domestic consumption names.
FTSE dividendsGilt yields
Schroders
United Kingdom / Europe
Neutral
Balanced risk budget across equities and credit; active stock selection over macro bets.
Multi-assetSustainability
Thematic synthesis from public research themes — not verbatim bank quotes. Not investment advice.