China's relentless export growth is straining global manufacturing supply chains
Created
Thesis
China's relentless export growth is straining global manufacturing supply chains, which directly increases demand for industrial gases across factories and freight operations. Separately, Linde and Air Products are positioning themselves as the gas suppliers for the semiconductor boom that the AI build-out demands. Together, these two demand engines — one from global trade surges and one from chip-plant construction — create a powerful, structural growth story that is easy to miss if you only watch the tech headlines.
Markets and timeframes
Latest published rule evaluation
Evaluated . This is a dated rule snapshot, not a live price or trade execution confirmation.
APD · 1d
2 of 4 published entry conditions marked met.
- Price below EMA (50) — near
- Price above EMA (50) — met
- Stochastic (14) crossed above 20 — far
- RSI (14) above 30 — met
- RSI (14) above 75 — far
- Price below Bollinger (20) — near
LIN · 1d
2 of 4 published entry conditions marked met.
- Price below EMA (50) — met
- Price above EMA (50) — near
- Stochastic (14) crossed above 20 — far
- RSI (14) above 30 — met
- RSI (14) above 75 — far
- Price below Bollinger (20) — met
Entry and exit at a glance
These are the named rules in the shared configuration. Review the full conditions below before using a strategy.
- Entry: EMA/STOCHASTIC/RSI Crossover Long (LIN@1d) (4 conditions)
- Entry: EMA/STOCHASTIC/RSI Crossover Long (APD@1d) (4 conditions)
- Exit: Overbought RSI Exit (LIN@1d) (3 conditions)
- Exit: Overbought RSI Exit (APD@1d) (3 conditions)
- Exit: TP: Fib Extension 127.2% (LIN@1d) (1 condition)
- Exit: TP: Fib Extension 127.2% (APD@1d) (1 condition)
- Exit: SL: Fib Retracement 78.6% (LIN@1d) (1 condition)
- Exit: SL: Fib Retracement 78.6% (APD@1d) (1 condition)
- Exit: Stop Loss at 2.3% (1 condition)
- Exit: Take Profit at 4.6% (1 condition)
Shared strategy rules
Rule configuration
{
"data_dependencies": [
{
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
{
"symbol": "STOCK:APD",
"timeframe": "1d"
}
],
"entry_rules": [
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"field": "k",
"indicator": {
"d_period": 3,
"k_period": 14,
"name": "stochastic",
"slowing": 3
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"type": "constant",
"value": 20
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 30
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_lin",
"name": "EMA/STOCHASTIC/RSI Crossover Long (LIN@1d)",
"priority": 1,
"trade_symbol": "STOCK:LIN"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"field": "k",
"indicator": {
"d_period": 3,
"k_period": 14,
"name": "stochastic",
"slowing": 3
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"type": "constant",
"value": 20
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 30
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_apd",
"name": "EMA/STOCHASTIC/RSI Crossover Long (APD@1d)",
"priority": 2,
"trade_symbol": "STOCK:APD"
}
],
"exit_rules": [
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 75
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"field": "lower",
"indicator": {
"name": "bollinger_bands",
"period": 20,
"std_dev": 2
},
"type": "indicator"
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 90
}
}
],
"enabled": true,
"id": "exit_1_lin",
"name": "Overbought RSI Exit (LIN@1d)",
"priority": 1,
"purpose": "signal",
"target_symbol": "STOCK:LIN"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 75
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"field": "lower",
"indicator": {
"name": "bollinger_bands",
"period": 20,
"std_dev": 2
},
"type": "indicator"
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 90
}
}
],
"enabled": true,
"id": "exit_1_apd",
"name": "Overbought RSI Exit (APD@1d)",
"priority": 2,
"purpose": "signal",
"target_symbol": "STOCK:APD"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"ratio": 1272,
"type": "fibonacci_extension"
}
}
],
"enabled": true,
"id": "exit_2_lin",
"name": "TP: Fib Extension 127.2% (LIN@1d)",
"priority": 96,
"purpose": "take_profit",
"target_symbol": "STOCK:LIN"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"ratio": 1272,
"type": "fibonacci_extension"
}
}
],
"enabled": true,
"id": "exit_2_apd",
"name": "TP: Fib Extension 127.2% (APD@1d)",
"priority": 97,
"purpose": "take_profit",
"target_symbol": "STOCK:APD"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"ratio": 786,
"type": "fibonacci_retracement"
}
}
],
"enabled": true,
"id": "exit_3_lin",
"name": "SL: Fib Retracement 78.6% (LIN@1d)",
"priority": 100,
"purpose": "stop_loss",
"target_symbol": "STOCK:LIN"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"ratio": 786,
"type": "fibonacci_retracement"
}
}
],
"enabled": true,
"id": "exit_3_apd",
"name": "SL: Fib Retracement 78.6% (APD@1d)",
"priority": 101,
"purpose": "stop_loss",
"target_symbol": "STOCK:APD"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "less_than_or_equal",
"right": {
"type": "constant",
"value": -2.3200000000000003
}
}
],
"enabled": true,
"id": "exit_4",
"name": "Stop Loss at 2.3%",
"priority": 100,
"purpose": "stop_loss"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 4.640000000000001
}
}
],
"enabled": true,
"id": "exit_5",
"name": "Take Profit at 4.6%",
"priority": 100,
"purpose": "take_profit"
}
],
"position_sizing": {
"max_position_percent": 25,
"method": {
"fib_stop_ratio": 786,
"risk_percent": 2.3200000000000003,
"type": "fixed_risk"
},
"min_position_value": 100
},
"trigger_timeframe": "1d",
"version": 1
}Indicator configuration
{
"indicators": [
{
"name": "ema",
"period": 50
},
{
"name": "ema",
"period": 200
},
{
"d_period": 3,
"k_period": 14,
"name": "stochastic",
"slowing": 3
},
{
"name": "rsi",
"period": 14
},
{
"name": "bollinger_bands",
"period": 20,
"std_dev": 2
},
{
"name": "ema",
"period": 50
},
{
"name": "ema",
"period": 200
},
{
"d_period": 3,
"k_period": 14,
"name": "stochastic",
"slowing": 3
},
{
"name": "rsi",
"period": 14
},
{
"name": "bollinger_bands",
"period": 20,
"std_dev": 2
}
]
}Parsed strategy
{
"data_dependencies": [
{
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
{
"symbol": "STOCK:APD",
"timeframe": "1d"
}
],
"entry_rules": [
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"field": "k",
"indicator": {
"d_period": 3,
"k_period": 14,
"name": "stochastic",
"slowing": 3
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"type": "constant",
"value": 20
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 30
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_lin",
"name": "EMA/STOCHASTIC/RSI Crossover Long (LIN@1d)",
"priority": 1,
"trade_symbol": "STOCK:LIN"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"field": "k",
"indicator": {
"d_period": 3,
"k_period": 14,
"name": "stochastic",
"slowing": 3
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"type": "constant",
"value": 20
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 30
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_apd",
"name": "EMA/STOCHASTIC/RSI Crossover Long (APD@1d)",
"priority": 2,
"trade_symbol": "STOCK:APD"
}
],
"exit_rules": [
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 75
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"field": "lower",
"indicator": {
"name": "bollinger_bands",
"period": 20,
"std_dev": 2
},
"type": "indicator"
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 90
}
}
],
"enabled": true,
"id": "exit_1_lin",
"name": "Overbought RSI Exit (LIN@1d)",
"priority": 1,
"purpose": "signal",
"target_symbol": "STOCK:LIN"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 75
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"field": "lower",
"indicator": {
"name": "bollinger_bands",
"period": 20,
"std_dev": 2
},
"type": "indicator"
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 90
}
}
],
"enabled": true,
"id": "exit_1_apd",
"name": "Overbought RSI Exit (APD@1d)",
"priority": 2,
"purpose": "signal",
"target_symbol": "STOCK:APD"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"ratio": 1272,
"type": "fibonacci_extension"
}
}
],
"enabled": true,
"id": "exit_2_lin",
"name": "TP: Fib Extension 127.2% (LIN@1d)",
"priority": 96,
"purpose": "take_profit",
"target_symbol": "STOCK:LIN"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"ratio": 1272,
"type": "fibonacci_extension"
}
}
],
"enabled": true,
"id": "exit_2_apd",
"name": "TP: Fib Extension 127.2% (APD@1d)",
"priority": 97,
"purpose": "take_profit",
"target_symbol": "STOCK:APD"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:LIN",
"timeframe": "1d"
},
"ratio": 786,
"type": "fibonacci_retracement"
}
}
],
"enabled": true,
"id": "exit_3_lin",
"name": "SL: Fib Retracement 78.6% (LIN@1d)",
"priority": 100,
"purpose": "stop_loss",
"target_symbol": "STOCK:LIN"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:APD",
"timeframe": "1d"
},
"ratio": 786,
"type": "fibonacci_retracement"
}
}
],
"enabled": true,
"id": "exit_3_apd",
"name": "SL: Fib Retracement 78.6% (APD@1d)",
"priority": 101,
"purpose": "stop_loss",
"target_symbol": "STOCK:APD"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "less_than_or_equal",
"right": {
"type": "constant",
"value": -2.3200000000000003
}
}
],
"enabled": true,
"id": "exit_4",
"name": "Stop Loss at 2.3%",
"priority": 100,
"purpose": "stop_loss"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 4.640000000000001
}
}
],
"enabled": true,
"id": "exit_5",
"name": "Take Profit at 4.6%",
"priority": 100,
"purpose": "take_profit"
}
],
"position_sizing": {
"max_position_percent": 25,
"method": {
"fib_stop_ratio": 786,
"risk_percent": 2.3200000000000003,
"type": "fixed_risk"
},
"min_position_value": 100
},
"trigger_timeframe": "1d",
"version": 1
}Strategy instructions
Trading agent generated from recommendation idea 'China's relentless export growth is straining global manufacturing supply chains, which directly increases demand for industrial gases across factories and freight operations. Separately, Linde and Air Products are positioning themselves as the gas suppli'. Thesis: China's relentless export growth is straining global manufacturing supply chains, which directly increases demand for industrial gases across factories and freight operations. Separately, Linde and Air Products are positioning themselves as the gas suppliers for the semiconductor boom that the AI build-out demands. Together, these two demand engines — one from global trade surges and one from chip-plant construction — create a powerful, structural growth story that is easy to miss if you only watch the tech headlines.
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- No trade count, win rate, or P&L figure is published in this preview. It cannot establish a performance record.
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