Calls
3
Shawn Yang
Analyst, Arete Research
Win Rate
33.3%
return
-8.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 03
$130.82
-7.7%
Alibaba has clear revenue coming from AI, being the largest cloud service provider in China with strong enterprise AI adoption.
Retail & Mobility
Long
Jun 03
$136.72
-19.5%
Baidu benefits from its self-developed GPU, allowing it to capitalize on China's GPU shortage for AI training and inference.
Internet Platforms
Long
Jun 03
$60.33
+1.6%
Tencent's stock is down, its PE is low, and the launch of free AI functions within WeChat makes it an attractive AI beneficiary with limited downside expectations.
Internet Platforms
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Shawn Yang has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: TCEHY, BABA, BIDU.
