u/BreadSea7272

Reddit r/investing
· tracked since Mar 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 2
Best Calls
No live winners yet
Worst Calls
XIACY long -13.6%
TCEHY long -6.5%
Most Mentioned
TCEHY ×1
1810.HK ×1
Recent Calls
XIACY long 2 months ago
TCEHY long 2 months ago
Win Rate 0% Long 2 Short 0
Win Rate
7d 50%
30d 0%
90d —
Average Return -10.1% Long Return -10.1% Short Return -
Average Return
7d +0.3%
30d -3.5%
90d —
Result
Result
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Ticker
Side
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Opened
Entry
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Thesis
Theme
Source
TCEHY Tencent ... Tencent Holdings Limited
Long
Mar 27
$62.18
-6.5%
Tencent reported 14% revenue growth, 17% profit growth, and expanded gross margins to 56%, alongside an HKD 80B buyback program. The aggressive share buybacks retire 3-4% of the float annually, artificially boosting EPS growth to 18-19% and creating a reliable compounding effect. Tencent is a steady, compounding machine with strong capital returns, making it a safe long-term hold. Regulatory crackdowns on gaming or slower-than-expected AI monetization.
Tencent reported 14% revenue growth, 17% profit growth, and expanded gross margins to 56%, alongside an HKD 80B buyback program. The aggressive share buybacks retire 3-4% of the float annually, artificially boosting EPS growth to 18-19% and creating a reliable compounding effect. Tencent is a steady, compounding machine with strong capital returns, making it a safe long-term hold. Regulatory crackdowns on gaming or slower-than-expected AI monetization.
AI/Semi
REDDIT
XIACY XIAOMI C... XIAOMI CORP UNSP/ADR
Long
Mar 27
$20.83
-13.6%
Xiaomi delivered over 411,000 EVs in 2025, with the EV division posting its first annual operating profit of RMB 900 million. The company is executing an unprecedented ramp-up in the auto industry, transitioning successfully from consumer electronics to EVs with massive pre-order demand for its SU7 models. Xiaomi's rapid and profitable EV expansion makes it a standout growth play in the Chinese market. Domestic EV price wars eroding future margins or production bottlenecks.
Xiaomi delivered over 411,000 EVs in 2025, with the EV division posting its first annual operating profit of RMB 900 million. The company is executing an unprecedented ramp-up in the auto industry, transitioning successfully from consumer electronics to EVs with massive pre-order demand for its SU7 models. Xiaomi's rapid and profitable EV expansion makes it a standout growth play in the Chinese market. Domestic EV price wars eroding future margins or production bottlenecks.
Consumer
REDDIT
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