Calls
2
Jeanny Yu
Bloomberg Equities Reporter
Win Rate
0.0%
return
-25.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 12
$4185.00
-20.2%
MediaTek is in a turnaround driven by its AI chip business and partnership with Google. It is gaining market share from Broadcom in custom AI processors for hyperscalers, with JP Morgan estimating AI will account for over half of revenue in two years. The stock has added $130 billion in market value and has more upside as estimates remain conservative.
AI ASIC
Long
Feb 16
$23.12
-30.2%
Despite a broader tech sell-off in China due to Pentagon lists, specific companies like CMOC (mining) and iFlytek (software) are forecasting strong earnings growth (14% to 70%). In a depressed market (China), capital concentrates into the few names showing actual earnings acceleration. These stocks are decoupling from the macro "China gloom" narrative via superior fundamentals. LONG (Selective). Geopolitical sanctions or broader Chinese market liquidity drains could drag down even high-quality names.
Despite a broader tech sell-off in China due to Pentagon lists, specific companies like CMOC (mining) and iFlytek (software) are forecasting strong earnings growth (14% to 70%). In a depressed market (China), capital concentrates into the few names showing actual earnings acceleration. These stocks are decoupling from the macro "China gloom" narrative via superior fundamentals. LONG (Selective). Geopolitical sanctions or broader Chinese market liquidity drains could drag down even high-quality names.
Construction & Infrastructure
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Jeanny Yu has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: 2454.TW, CMOC, IFLYTEK.
