Tech Watchlist
Auto-built from Collin's Daily Brief. Every company your brief
flags gets added here automatically, with the market it trades on.
Built 2026-10-15 · 18 companies · 7 markets.
Prices are not live yet. The list below is auto-built from your daily briefs. To turn on live prices and history, add a free Twelve Data key (see README) and run fetch_prices.py, then rebuild.
AIM (London) United Kingdom · GBP · 8:00–16:30 UK
| ITM | ITM Power London AIM: ITM / Yahoo: ITM.L | no data yet | | first seen 2026-10-13 look up ↗ |
Australian Securities Exchange Australia · AUD · 10:00–16:00 AEST
| NVX | NOVONIX Nasdaq: NVX / ASX: NVX | no data yet | | first seen 2026-10-08 look up ↗ |
| ORG | Origin Energy ASX: ORG / Yahoo: ORG.AX | no data yet | | first seen 2026-10-07 look up ↗ |
Korea Exchange South Korea · KRW · 9:00–15:30 KST
| 373220 | LG Energy Solution KRX: 373220 / Yahoo: 373220.KS | no data yet | | first seen 2026-10-09 look up ↗ |
Nasdaq United States · USD · 9:30–16:00 ET
| ASML | ASML Advanced chipmaking equipment | $1,717.76 as briefed 2026-10-14 | | first seen 2026-10-14 look up ↗ |
| CBAT | CBAK Energy $1.34 | no data yet | | first seen 2026-10-02 look up ↗ |
| CSCO | Cisco NASDAQ: CSCO | no data yet | | first seen 2026-10-13 look up ↗ |
| CEG | Constellation Energy NASDAQ: CEG | no data yet | | first seen 2026-10-07 look up ↗ |
| FRVO | Fervo Energy $14.46 | no data yet | | first seen 2026-10-02 look up ↗ |
| NVDA | NVIDIA NASDAQ: NVDA | no data yet | | first seen 2026-10-13 look up ↗ |
| TDAC | ProLogium + Rimac Technology proposed PRLG listing; merger partner NASDAQ: TDAC | no data yet | | first seen 2026-10-13 look up ↗ |
| RELL | Richardson Electronics NASDAQ: RELL | no data yet | | first seen 2026-10-05 look up ↗ |
| ON | onsemi Grid-storage power chips | $76.69 as briefed 2026-10-14 | | first seen 2026-10-14 look up ↗ |
National Stock Exchange India · INR · 9:15–15:30 IST
| ACMESOLAR | ACME Solar Holdings Yahoo: ACMESOLAR.NS | no data yet | | first seen 2026-10-04 look up ↗ |
| ADANIGREEN | Adani Green Energy NSE: ADANIGREEN. | no data yet | | first seen 2026-10-03 look up ↗ |
New York Stock Exchange United States · USD · 9:30–16:00 ET
| MX | Magnachip Semiconductor NYSE: MX | no data yet | | first seen 2026-10-05 look up ↗ |
| SSL | Sasol NYSE: SSL; alternative-fuel technology exposure. | no data yet | | first seen 2026-10-03 look up ↗ |
Philippine Stock Exchange Philippines · PHP · 9:30–15:20 PHT
| ACEN | ACEN Corporation PSE: ACEN | no data yet | | first seen 2026-10-11 look up ↗ |
How to read this page
- Ticker — the short code a company trades under. It is only unique
within its market: the same code can mean different companies in
different countries, which is why every row here also shows the exchange.
- Exchange — where the shares actually trade. Grouped by country
above, each with its local currency and trading hours.
- Currency — a price in INR or KRW is not comparable to a
dollar price until converted. Always compare in one currency.
- First seen / mentions — when your brief first surfaced it, and how
many times since. Repeated mentions are a hint of a continuing story, not a
buy signal.
- Sparkline — a 6-month daily price line, green if today is above
where the window started, red if below. It shows shape, not value.
Markets around the world
What actually differs between one country's market and another.
- Hours overlap only partly. US 9:30–16:00 ET; London closes mid-morning
New York time; Tokyo and Shanghai are closed while the US trades. News hits
each market in its own session.
- Currency adds a second return. If a stock rises 10% in yen but the
yen falls 10% against the dollar, you gained nothing. To a US investor,
foreign holdings are two bets: the company and the exchange rate.
- Reporting differs. US companies file quarterly, with SEC oversight.
Many European and Asian firms report half-yearly; standards and disclosure
depth vary by country.
- Access differs. Some markets are open to any foreigner through a
normal broker (Japan, UK, Germany, Canada, Australia, Hong Kong). Others add
quotas, registration or outright bans (below).
- Home bias is real but skippable. The US is roughly 60% of world
stock value, so a plain US index fund is already a global bet. Adding single
foreign names adds concentration, not necessarily diversification.
Investing in foreign markets — including China
Not legal or tax advice. This is a map of the terrain
and the questions to ask. Confirm anything load-bearing with a tax professional
and your broker before you act.
- The easy route is US-listed. Many big foreign firms trade in New York
as ADRs (a bank holds the local shares, you hold a receipt). You buy them in a
normal US brokerage account, in dollars. China exposure this way, for example:
ADRs such as Alibaba (BABA) and JD.com (JD), or broad ETFs like MCHI / FXI /
KWEB.
- The direct route is a broker with foreign access. Interactive Brokers
offers the Shanghai–Hong Kong and Shenzhen–Hong Kong Stock Connect
Northbound link, the channel HKEX explains as the way international investors
trade eligible mainland A-shares through Hong Kong. Not every broker offers it,
and eligibility for a US-resident client must be confirmed with the broker.
- Note a real restriction: HSBC Hong Kong states its China A-Share
service is offered to non-US personal customers, i.e. US persons are
excluded on that channel. Availability genuinely varies by broker and country
of residence — check before assuming you can buy directly.
- Hard legal line — Chinese military-linked companies. Under Executive
Order 13959 as amended by EO 14032, US persons are prohibited from
buying or selling publicly traded securities of companies on OFAC's NS-CMIC
list — and that expressly covers ADRs, ETFs, index funds and derivatives that
give exposure to them, even as a small slice of a fund. This is a sanctions
rule, not a disclosure rule. Check OFAC's NS-CMIC list before buying anything
China-linked.
(OFAC
FAQ)
- Delisting risk on US-listed Chinese names. The Holding Foreign
Companies Accountable Act lets the SEC bar trading in a US-listed foreign issuer
whose auditor the PCAOB cannot fully inspect — the rule that put 150+ China-based
issuers "on the clock" in 2022. A 2022 PCAOB–China audit agreement paused that
timer, and the PCAOB withdrew the non-compliant finding, so the clock is not
running today; it can be reinstated. Hong Kong-listed shares of the same company
sidestep the US-listing risk. (White & Case explainer)
- Watch the VIE structure. Many China tech US-listings (Alibaba,
Tencent, PDD) reach you through a Variable Interest Entity — an offshore shell
with contracts to the real Chinese business, not direct ownership of it. China
has never formally blessed the structure.
- US tax specifics to know the names of:
- PFIC — foreign-domiciled funds and ETFs get punishing US tax
treatment (Form 8621). This is the main reason to prefer US-domiciled
ETFs for foreign exposure rather than buying a foreign fund directly.
- Foreign dividend withholding — most countries tax dividends paid to
foreign holders at source (often 15–30%). A treaty rate can reduce it, and a
US foreign tax credit (Form 1116) can offset what was withheld.
- FBAR — if you open an account at a foreign institution and
the combined balance tops $10,000 at any point in the year, you must file
FinCEN Form 114. Holding a US-listed ADR in your US account is not a foreign
account.
- Capital gains — a US resident generally pays US capital-gains tax on
worldwide gains; the foreign country usually does not tax a non-resident's
gains on its exchange (many have no capital-gains tax at all).
- Practical order of operations. (1) Fund a broad, low-cost core first.
(2) Add foreign exposure through US-domiciled ETFs — simplest tax and paperwork
profile. (3) Only then consider direct foreign shares, and only through a broker
whose foreign-market access you have actually confirmed for your residence.
(4) Keep one page of records per foreign holding: what you own, where it trades,
in what currency.
Glossary
- ADR — American Depositary Receipt; a US-traded receipt for foreign shares.
- A-share — a share of a mainland-China company, listed in Shanghai or Shenzhen, in yuan.
- H-share — a share of a mainland-China company listed in Hong Kong.
- Stock Connect — the HKEX link letting international investors trade eligible mainland shares via Hong Kong.
- VIE — Variable Interest Entity; a contractual shell used to list Chinese businesses offshore.
- Withholding tax — tax taken off a dividend by the paying country before it reaches you.
- PFIC — Passive Foreign Investment Company; the US tax category for foreign funds.
- FBAR — the US report of foreign financial accounts over $10,000.
- Etc. — this list is meant to be extended; it grows as questions come up.