Calls
4
Lanting Tu
Managing Editor for Asia Equities, Bloomberg
Win Rate
50.0%
return
-8.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 20
$50.32
+0.5%
Chinese hardware companies—cloud computing, chipmakers, and data center providers—are the most likely winners from China's AI acceleration. If Chinese AI models can be so good so fast, they will drive an exclusive amount of demand for domestic hardware providers.
Equity Indexes
Long
Jul 20
$26.81
+2.3%
The Hang Seng Tech index has sold off much more than the rest of the world, making it an interesting value play. Depressed valuations and incremental interest following new AI model releases from Chinese firms like Alibaba are drawing investor attention back to this cohort.
Thematic ETFs
Long
Jul 10
$2225000.00
-20.2%
SK Hynix's $26.5B US listing priced at a premium and drew demand seven times the deal size, demonstrating that despite recent volatility, US investors remain extremely eager for core AI infrastructure. The memory chip sector is increasingly viewed as a structural AI growth story rather than a typical cyclical semiconductor business, and profit-taking has not changed the positive fundamental view.
AI Memory
Long
Jul 10
$290000.00
-15.3%
SK Hynix's $26.5B US listing priced at a premium and drew demand seven times the deal size, demonstrating that despite recent volatility, US investors remain extremely eager for core AI infrastructure. The memory chip sector is increasingly viewed as a structural AI growth story rather than a typical cyclical semiconductor business, and profit-taking has not changed the positive fundamental view.
AI Memory
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Lanting Tu has 4 trade ideas tracked on Buzzberg across 4 tickers since February 2026. Most covered: KWEB, 000660.KS, CQQQ.
