Calls
3
Michael Power
Financial analyst, consultant, and strategist, Kaskazi Consulting
Win Rate
33.3%
return
-21.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 12
$81.82
-33.4%
Tencent is a Chinese AI survivor because it has large non-AI businesses and a broad commercial ecosystem, so it is not a standalone LLM dependent on monetizing model access. He prefers names like Tencent and Alibaba where there is something else involved.
Internet Platforms
Long
Jan 12
$330.08
+4.0%
Google has the strongest AI position: Gemini is powerful, distribution is huge via Android/Chrome/Samsung and potentially Apple, and TPUs are purpose-built, avoiding the worst Moore's-law/cost problems. He likes it most and says it is assembling the pieces better than anyone else.
Hyperscalers
Long
Jan 12
$167.03
-34.9%
Alibaba owns Qwen, the most powerful Chinese LLM, and can fund it through fees/data across Taobao, AliLogistics, Alipay and the broader Alibaba ecosystem. It has a large commercial network and is a likely survivor; he prefers it among Chinese AI plays.
Retail & Mobility
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Michael Power has 3 trade ideas tracked on Buzzberg across 3 tickers since January 2026. Most covered: GOOGL, TCEHY, BABA.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
