Calls
1
u/Financial-Custard286
Reddit r/stocks
Win Rate
100.0%
return
+26.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 18
$61.95
+26.2%
Author argues JOYY's shift into closed-loop AdTech, backed by 266M MAUs of first-party data and Transformer-based bid models, mirrors AppLovin's pre-margin-explosion path. The claimed moat is a data-model-pricing flywheel that gains pricing power once BIGO Ads hits an algorithm accuracy threshold, driving double-digit AdTech growth through 2026. Valuation support comes from $3.3B net cash roughly equal to market cap, $900M of dividends/buybacks, and DCF models above $250. Main risk implied is that the algorithm threshold and re-rating may not materialize.
Internet Platforms
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
u/Financial-Custard286 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: JOYY.
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
