Robert Lee

Senior Analyst, Bloomberg Intelligence
· tracked since Mar 2026
Calls
1
Win Rate
0.0%
return
-16.2%
Calls 1 5 Posts tracked · 0.0/day
Calls
7d 0
30d 1
90d 1
Best Calls
No live winners yet
Worst Calls
0981.HK Long -16.2%
Most Mentioned
0981.HK ×1
ZHIPU ×1
Recent Calls
0981.HK Long 3 weeks ago
Zhipu Short 4 weeks ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d —
90d —
Average Return -16.2% Long Return -16.2% Short Return -
Average Return
7d -9.0%
30d —
90d —
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Side
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Thesis
Theme
Source
0981.HK SMIC SMIC
Long
Jun 29
$83.20
-16.2%
China AI self-sufficiency boosts domestic chipmakers.
DeepSeek's latest breakthrough underscores China's self-sufficiency in AI and reduces reliance on Nvidia. China is developing a real lead in low-cost efficient models, which benefits domestic chipmakers like SMIC as the country confirms its shift away from restricted foreign chips.
Foundry Equipment
YOUTUBE
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Robert Lee has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: 0981.HK, ZHIPU.