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The China Tech Rotation Day Traders Should Watch Now
Episode 9 of The Day Trading Podcast with Fexingo. Lucas and Luna dig into the China tech rotation that's gaining momentum as APEC tensions linger. With the Russell 2000 surging 3.4% in five days and the VIX sliding to 16.70, Lucas argues that the real signal isn't in U.S. small caps — it's in Chinese ADRs listed in New York. He walks through why Alibaba, PDD, and Bilibili are seeing unusual options volume, how the VIX/VVIX spread supports a risk-on tilt, and what the APEC stalemate means for the next leg. Luna pushes back on whether this is a genuine rotation or just a short…
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