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E
Eugene Hsiao
5.0
★★★★★
Posted today
Head of Research, Blockworks
·
tracked since May 2026
Standard
Beta
Follow
Ideas
6
6 tickers
Long / short
3 L
/
0 S
Win rate
-
Tracked posts
1
1.00/day
Avg return
-
Long return
-
Short return
-
New ideas
6
last 30d
Most mentioned
TV import
BABA
×1
GDS
×1
BYD
×1
GEELY
×1
Chinese chip equipment sector
×1
QSL
×1
Best trades
Loading live returns
Worst trades
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Pick return distribution
Live distribution of all picks with entry price. Right tail = home runs.
0
0
0
0
0
0
0
< -30%
-30/-10
-10/0
0/+20
+20/+50
+50/+100
> +100%
Bucket
Bottom 10%
-
Median
-
Top 10%
-
Average returns
first-opened thesis horizon: return + win-rate
7 days
0 eval.
-
L
-
S
-
Win rate
-
30 days
0 eval.
-
L
-
S
-
Win rate
-
90 days
0 eval.
-
L
-
S
-
Win rate
-
Computed from the first opened position per ticker/side.
180d ready when data exists
Positions
3
Timeline
Themes
2
Result
All
Winners
Losers
Theme
All
Consumer
NeoCloud
Stance
All
Long
Short
TV import
Ticker
Side
Theme
Entry
P&L
Thesis
First opened
Mentions
Source
BABA
Long
Consumer
$131.50
-
Alibaba as infrastructure play.
May 04
1
YOUTUBE
GDS
Long
NeoCloud
$42.41
-
Data center play long.
May 04
1
YOUTUBE
BYD
Long
Consumer
$84.50
-
BYD and Geely export strong.
May 04
1
YOUTUBE
Showing
3
of 3 picks
Consumer
2
67% exposure
BABA, BYD
NeoCloud
1
33% exposure
GDS
Ticker posts
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