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Eugene Hsiao

★ 5.0 Posted today
Head of Research, Blockworks
6 ideas · 6 tickers · tracked since May 2026
Theme exposure 3 picks · 2 themes
Consumer · 2 · 67%
NeoCloud · 1 · 33%
Pick return distribution n = —
Live distribution of all picks with entry price. Right tail = home runs.
<−30%
−30/−10
−10/0
0/+20
+20/+50
+50/+100
>+100%
Bottom 10%
—
Median
—
Top 10%
—
Total picks
3
3 L / 0 S
Win-rate · live
—
—
Avg return · YTD
—
L — S —
Best
—
live YTD
Worst
—
live YTD
Long / short
3 / 0
100.0% long bias
Per thesis Per mention Result
Theme Stance
Ticker
Side
Conv.
Theme
Entry
P&L
Thesis
Date ↓
×N
Src
BABA
LONG
MED
Consumer
$131.50
—
Alibaba as infrastructure play.
May 04
×1
YOUTUBE
GDS
LONG
MED
NeoCloud
$42.41
—
Data center play long.
May 04
×1
YOUTUBE
BYD
LONG
MED
Consumer
$84.50
—
BYD and Geely export strong.
May 04
×1
YOUTUBE
Showing all 3 thesis picks (YTD, with entry)
Direction3 picks
100.0% LONG BIAS
Long3
Short0
Best & Worst callslive YTD
↑ BEST 3
↓ WORST 3
Source mixwhere they post
YouTube 100%