Сигналы
3
u/RoundDefinition7957
Reddit r/ValueInvesting
Винрейт
0.0%
доходность
-0.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
01 сен
$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.
Ритейл и мобильность
Лонг
01 сен
$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.
Интернет-платформы
Лонг
01 сен
$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.
Интернет-платформы
Показано 3 из 3 коллов · сортировка по упоминаниям
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У u/RoundDefinition7957 на Buzzberg отслеживается 3 торговых идей по 3 тикерам с сентября 2026. Чаще всего покрывает: TCEHY, BABA, BIDU.
