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Eugene Hsiao

★ 5.0 Posted today

Head of Research, Blockworks

6 ideas · 6 tickers · tracked since May 2026

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

6

6 L / 0 S

Win-rate

—

—

Avg return

—

L — S —

Best

—

avg evaluated

Worst

—

avg evaluated

Long / short

6 / 0

100.0% long bias

Ticker

Side

Conv.

Theme

Entry

P&L

Thesis

Date ↓

×N

Src

Chinese chip equipment sector

LONG

MED

Other

—

—

China chip equipment structural bottleneck.

May 04

×1

BABA

LONG

MED

Consumer

$131.50

—

Alibaba as infrastructure play.

May 04

×1

GDS

LONG

MED

NeoCloud

$42.41

—

Data center play long.

May 04

×1

QSL

LONG

MED

Other

—

—

Lithium energy upstream play.

May 04

×1

BYD +1

LONG

MED

Consumer

$84.50

—

BYD and Geely export strong.

May 04

×1

Showing all 6 picks

Direction6 picks

Long6

Short0

Best & Worst calls30d

↑ BEST 3

↓ WORST 3

Source mixwhere they post

YouTube 100%