Strategic Round Up with Linda

Good morning, Investors!

Here’s what’s on my radar as we kick off the week: 🎮 gaming exposure and a contrarian 🇨🇳 China play that’s primed for a breakout. Let’s dive in.

Gaming: It’s a Power-Up Moment

Gaming and eSports stocks are breaking out in a big way, and I’m leaning into this momentum with VanEck Video Gaming and eSports ETF ($ESPO) and standout stocks like $EA, $TTWO, and $RBLX.

• $ESPO is Breaking Out: After three years of consolidation, the ETF has hit all-time highs. Above its 2021 levels, this group is a no-brainer for long exposure.

• Key Players:

  • $EA: The FIFA and Battlefield giant is climbing to new highs after a six-year consolidation. The trend is strong, and the upside is clear.

  • $TTWO: Grand Theft Auto’s home base is reversing higher with conviction, breaking key retracement levels.

  • $RBLX: Post-earnings momentum has set up a textbook breakout above 48. As long as it holds, the trend reversal is in play.

Bottom line? 🚦Gaming is a go.

China: The Time Is Now

How many people do you know have Chinese stocks pegged as the biggest winner from the Trump landslide victory? Probably none, right?

Here’s why I’m bullish:

• Market Sentiment: The crowd assumes Trump’s tariffs and rhetoric are bearish for Chinese stocks. But that pessimism? It’s already priced in.

• The CSI 300 Index: Known as the S&P 500 of China, it’s showing a double bottom followed by the most violent momentum thrust in Chinese equity history. Post-election consolidation? Check.

The setup is textbook, and the window of opportunity is wide open.

Linda’s Playbook:

• Gaming: Stay long $ESPO, $EA, $TTWO, and $RBLX as this sector powers higher.

• China: The CSI 300 Index’s breakout potential is undeniable, and I’m happy to lean into the contrarian opportunity.

As always, I’m keeping a sharp eye on the charts and sentiment trends. This week, it’s all about staying ahead of the crowd. Let me know what you’re watching—and I’ll catch you on the next Monday Roundup.

Cheers,
Linda