Calls
3
u/RoundDefinition7957
Reddit r/ValueInvesting
Win Rate
0.0%
return
-0.6%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 01
$113.22
-0.5%
BABA is grouped with Tencent/BIDU as an undervalued Chinese AI/cloud/e-commerce play. Market discounts political risk; if valuation gap narrows, upside is large. Long BABA as a deep-value China tech recovery bet. CCP intervention, audit trust issues, poor shareholder returns, US delisting risk.
BABA is grouped with Tencent/BIDU as an undervalued Chinese AI/cloud/e-commerce play. Market discounts political risk; if valuation gap narrows, upside is large. Long BABA as a deep-value China tech recovery bet. CCP intervention, audit trust issues, poor shareholder returns, US delisting risk.
Retail & Mobility
Long
Sep 01
$95.62
-0.8%
BIDU is grouped as technically as good as US Mag7 in AI. Affordable AI models for non-US markets could be BIDU's growth angle. Long BIDU only as a higher-risk China AI speculation. Top commenters call BIDU “crap”; competitive loss in AI, governance/accounting risks.
BIDU is grouped as technically as good as US Mag7 in AI. Affordable AI models for non-US markets could be BIDU's growth angle. Long BIDU only as a higher-risk China AI speculation. Top commenters call BIDU “crap”; competitive loss in AI, governance/accounting risks.
Internet Platforms
Long
Sep 01
$56.45
-0.5%
Tencent cited as diversified AI, cloud, gaming, and social asset similar to Mag7. Entrenched consumer/developer ecosystem and government backing may protect long-term cash flows. Long TCEHY for eventual re-rating as the China tech discount eases. Constant regulatory intervention, CCP takeover/nationalization, weak shareholder return culture.
Tencent cited as diversified AI, cloud, gaming, and social asset similar to Mag7. Entrenched consumer/developer ecosystem and government backing may protect long-term cash flows. Long TCEHY for eventual re-rating as the China tech discount eases. Constant regulatory intervention, CCP takeover/nationalization, weak shareholder return culture.
Internet Platforms
Showing 3 of 3 calls · sorted by mentions
Choose a mentions count to open ticker posts.
u/RoundDefinition7957 has 3 trade ideas tracked on Buzzberg across 3 tickers since September 2026. Most covered: TCEHY, BABA, BIDU.
