Calls
1
u/Inevitable_Wear_9107
Reddit r/investing
Win Rate
0.0%
return
-9.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 22
$25.19
-9.8%
Huawei Ascend chip revenue projected at $12B in 2026 vs $7.5B in 2025; ByteDance placed $5.6B in Ascend orders; US-approved H200 chips blocked by China since January. Jensen Huang’s “conceded” remark validates the structural shift; CNQQ offers the most direct liquid ETF exposure to China’s domestic AI chip supply chain (A‑shares + HK) including Cambricon and Zhongji Innolight. Long CNQQ as a play on accelerating substitution of US chips by Chinese alternatives, driven by policy and corporate demand. Geopolitical escalation, further US export controls, Chinese regulatory crackdowns, poor liquidity or tracking error in CNQQ, and general China market volatility.
Huawei Ascend chip revenue projected at $12B in 2026 vs $7.5B in 2025; ByteDance placed $5.6B in Ascend orders; US-approved H200 chips blocked by China since January. Jensen Huang’s “conceded” remark validates the structural shift; CNQQ offers the most direct liquid ETF exposure to China’s domestic AI chip supply chain (A‑shares + HK) including Cambricon and Zhongji Innolight. Long CNQQ as a play on accelerating substitution of US chips by Chinese alternatives, driven by policy and corporate demand. Geopolitical escalation, further US export controls, Chinese regulatory crackdowns, poor liquidity or tracking error in CNQQ, and general China market volatility.
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u/Inevitable_Wear_9107 has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: CNQQ.
