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what would be the best performing asset of 2025 I went with Chinese tech stocks everyone's kind of dumped Chinese tech
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stocks over the last couple of years everyone's taken this isolation stance saying hey we can't do business with
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China it's over but I do think that the Trump Administration they're trying to line up what I would call the great deal
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with China I don't know anything about what they're actually trying to do but I think that leadership in the US
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government want to kind of open up the Chinese market to American companies in in order to give Chinese companies
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access to the American Market that's one driver the second driver is that obviously the cost of build out of
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electricity production in China is unfathomable and then I think that the Chinese Communist Party have this
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incredible ability to throttle up and down free markets and Entrepreneurship and this is a moment where you could
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kind of see them making the throttle go the way towards enabling more Innovation
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more free market activity and it's going to be one of the motivators for them to
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do a deal so when you put all of this together I do think that there's a lot of Chinese tech companies that have been
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beat up under the assumption that this is going to be a very difficult conflict with the US in the years ahead and I
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think that that may not be the case going into 25 and I think that these stocks look pretty cheap I was just
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looking at Alibaba and it trades at a pretty decent multiple it seems like these stocks could be poised for a
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pretty good run in 25