Calls
4
Ronald Keung
Head of Asia Internet Research, Goldman Sachs
Win Rate
-
return
-
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 05
$13.08
-
Cloud and data centers are the top preferred subsector in China internet, driven by token growth and anticipated CapEx uplift in 2H as domestic chip supply increases; hyperscalers like Alibaba, GDS, VNet, Kingsoft Cloud poised to benefit from 45% cloud revenue growth.
NeoCloud
Long
Aug 05
$33.37
-
Cloud and data centers are the top preferred subsector in China internet, driven by token growth and anticipated CapEx uplift in 2H as domestic chip supply increases; hyperscalers like Alibaba, GDS, VNet, Kingsoft Cloud poised to benefit from 45% cloud revenue growth.
NeoCloud
Long
Aug 05
$128.99
-
Cloud and data centers are the top preferred subsector in China internet, driven by token growth and anticipated CapEx uplift in 2H as domestic chip supply increases; hyperscalers like Alibaba, GDS, VNet, Kingsoft Cloud poised to benefit from 45% cloud revenue growth.
Retail & Mobility
Long
Aug 05
$7.22
-
Cloud and data centers are the top preferred subsector in China internet, driven by token growth and anticipated CapEx uplift in 2H as domestic chip supply increases; hyperscalers like Alibaba, GDS, VNet, Kingsoft Cloud poised to benefit from 45% cloud revenue growth.
NeoCloud
Showing 4 of 4 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Ronald Keung has 4 trade ideas tracked on Buzzberg across 4 tickers since August 2026.
