Calls
4
Ronald Keung
Head of Asia Internet Research, Goldman Sachs
Win Rate
0.0%
return
-11.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 05
$13.08
-24.3%
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
-11.5%
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
-9.3%
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
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Ronald Keung has 4 trade ideas tracked on Buzzberg across 4 tickers since August 2026. Most covered: BABA, KC, GDS.
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
