Eugene Hsiao
Head of Research, Blockworks
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 04
$23.00
-19.2%
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.
Consumer
Long
May 04
$101.00
-20.0%
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.
Consumer
Long
May 04
$131.50
-18.6%
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.
Consumer
Long
May 04
$42.41
-25.8%
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
Showing 4 of 4 picks · sorted by mentions
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Eugene Hsiao has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: BABA, GDS, 1211.HK.