Calls
6
#825
Alpha Score 24.8
Eugene Hsiao
Head of Research, Blockworks
Win Rate
16.7%
return
-7.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 24
$86.56
-0.3%
BYD's overseas numbers continue to be strong, providing a legitimate growth story outside China and reducing dependence on the intensely competitive domestic market.
Gaming & Leisure
Long
Jul 24
$621.00
+4.6%
CATL's long-term growth story is very good, and the de-rating after its Q1 result and H-share issuance presents an opportunity for long-term investors despite near-term noise.
Batteries & Storage
Long
May 04
$23.00
-17.0%
BYD and Geely are the key beneficiaries of China's auto export boom, with year-to-date export growth of ~60% for BYD and ~150% for Geely, while domestic price competition is stabilizing.
Autos & EV
Long
May 04
$101.00
-7.5%
BYD and Geely are the key beneficiaries of China's auto export boom, with year-to-date export growth of ~60% for BYD and ~150% for Geely, while domestic price competition is stabilizing.
Autos & EV
Long
May 04
$131.50
-1.9%
Alibaba (BABA) is being re-rated as an infrastructure play in China's AI buildout, with strong policy support for upstream data centers and cloud, distinct from traditional e-commerce exposure.
Retail & Mobility
Long
May 04
$42.41
-21.0%
GDS Holdings (GDS) is a direct beneficiary of China's data center buildout, which is a government-backed upstream focus in the AI self-sufficiency cycle.
NeoCloud
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Eugene Hsiao has 6 trade ideas tracked on Buzzberg across 6 tickers since May 2026. Ranked #825 on the Buzzberg Alpha leaderboard. Most covered: BABA, GDS, CATL.
