Calls
1
Tracy Cui
China Technology Analyst, CITIC CLSA
Win Rate
100.0%
return
+1.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 19
$404.49
+1.1%
GigaDevice is a global number two NOR flash maker with a fabless model. Niche memory supply shortages are sustaining price hikes, it is expanding market share toward global number one in two to three years, and its customized AI memory product begins meaningful revenue contribution in 2H with strong growth next year. She maintains buy targets of 960 RMB for A shares and 1,254 for H shares, with H shares preferred.
AI Memory
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Tracy Cui has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: 603986.SS.
