Alicia Yap

Founder, RedCaviar
· tracked since Feb 2026
Calls 2 2 Posts tracked · 0.0/day
Calls
7d 1
30d 1
90d 1
Best Calls
BIDU long +8.8%
TCEHY long +5.1%
Worst Calls
No live losers yet
Most Mentioned
TCEHY ×1
BIDU ×1
MEITUAN ×1
Recent Calls
TCEHY long 1 day ago
BIDU long 3 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +7.0% Long Return +7.0% Short Return -
Average Return
7d -4.3%
30d -14.3%
90d +6.1%
Result
Result
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Theme Stance
Ticker
Side
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Opened
Entry
P&L
Thesis
Theme
Source
TCEHY Tencent ... Tencent Holdings Limited
Long
Jun 02
$55.30
+5.1%
Valuation attractive, buy recommended.
Tencent is attractively valued when excluding its investment portfolio and cash. Despite debates about its AI strategy, the underlying valuation is compelling. Citi has a buy recommendation.
AI/Semi
YOUTUBE
BIDU Baidu, Inc. Baidu, Inc.
Long
Feb 27
$124.44
+8.8%
Baidu revenue dropped for the 3rd consecutive quarter, and the stock has sold off. However, the company holds ~$42 billion in net cash and liquid assets. The market is valuing the legacy search business at near zero. The current valuation ignores the cash pile and the potential value unlock from spinning off its AI chip unit (Kunlun) and cloud business. LONG (Deep Value Play). Continued erosion of the core advertising business by competitors like Tencent and ByteDance could make the "value trap" argument persist.
Baidu revenue dropped for the 3rd consecutive quarter, and the stock has sold off. However, the company holds ~$42 billion in net cash and liquid assets. The market is valuing the legacy search business at near zero. The current valuation ignores the cash pile and the potential value unlock from spinning off its AI chip unit (Kunlun) and cloud business. LONG (Deep Value Play). Continued erosion of the core advertising business by competitors like Tencent and ByteDance could make the "value trap" argument persist.
AI/Semi
YOUTUBE
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