Saying goodbye to CNBC Hong Kong feels pretty surreal. It was the reason I moved to the city ten years ago, and the place where I grew up professionally and personally. I loved every moment of it, but it’s time to move on to the next chapter and become an even better workhorse (if you know, you know). I rarely post here, but I just needed to express my deep gratitude to everyone who, over the last few days, made me feel so loved, supported, and excited about the future ahead of me. You know who you are, and I am so, so lucky to have you.

Watch this for #US vs #EM conversation. Shaun Cochran of @citic_clsa says EM has caught up in valuation but is more compellling in fundamentals long-term. Plus, the 3 things he is watching for possible market correction. youtu.be/EdY6K01dsm8?si=D_A2… via @YouTube

Counting down to $SPCX lock-up expiry Long-term holder @joel_shulman of @ERShares explains why he is long-term bullish on SpaceX, why short positions on the stock (95% utilization rate) may not reflect bearish views youtu.be/TH3h16YioJo?si=gg1l… via @YouTube

Violation of LOOP (Law of One Price) in $SKHY ?? We spoke with Owen Lamont of Acadian Asset Management about unprecedented premium on SK Hynix ADRs. He says this is often seen in stock market #bubble s. youtu.be/r6w_NVywN8g?si=Dik2… via @YouTube

China's #DUV progress was one of many factors that rattled the #semi trades. Liked the way Daniel Heyler of Revelstoke Advisors explained what it really takes to become a real competition to #ASML. On Squawk Box Asia @cnbc youtu.be/mJBFXVxpPEU?si=4isj… via @YouTube

SK Hynix Korea-listed shares had a meltdown. US-listed $SKHY also -9% ish right now. Tom Lee @fundstrat says buy the dip, don’t worry about Korea and #memory trades + some color on the correction he sees coming later this summer cnb.cx/4ypvPqz

One way to question quality of $earnings Michael Green @profplum99 of @SimplifyAsstMgt points out narrowness, circularity around earnings growth + his view on how equity mkt’s “mispricing” can lead to #credit issue On Squawk Box Asia with @jp_ong1 cnb.cx/4vl5dEj

Where to find best AI value? Here is @BarclaysUK Ajay Rajadhyaksha making a case for Japan. - Korea, Taiwan have concentration risk - He argues Japan is a clean, structural story with "an AI kicker" Interesting conversation on Squawk Asia @CNBC cnb.cx/3QZofls

“Macro morass” as @RaymondJames Matt Orton describes on @CNBC Squawk Asia - stay focused on fundamentals - earnings breadth expanding - like small caps On #UK, it’s more of a fixed income story than equities cnb.cx/4fZhYk2

Jim Caron of @MorganStanley says markets will have to *learn* how #Fed #Warsh operates - market may be wrong to read him hawkish - Warsh spoke of trimmed mean version of inflation, which is already near 2% - watch the taskforce, learn their learnings cnb.cx/3Sf9bjX

What does the world need to understand about #China markets? @Gavekal Capital's @leomironov says it's all about policy alignment. Listen to his take on how Chinese govt is pushing to deepen its capital markets for key industries. cnb.cx/3SKDjDU

Crucial #tokenomics conversation with @citic_clsa Bhavtosh Vajpayee - compute costs to reach $4 by summer-end for AI startups making $1 - hence, #TokenRationing What would be the possible ripple effects from that? Squawk Box Asia @CNBC cnb.cx/43VF8QN