Chinese stocks are just starting the AI journey and set up nicely: Renaissance Macro's Jeff deGraaf
Joining me now Jeff Degraphth. He's a Renaissance macro research chairman. It's good to see you.We've been talking about this on halftime a lot. You look at Alibaba and some of these other names, they look pretty good. You suggest from the charts.Yeah, 100% Scott. And I think, you know, unlike what we're seeing here in the States, which these AI names have been leadership now for, you know, two or three years, um you're just seeing these big base formations in China start to break out. So you can make the c ...