Hong Kong listed AI/cloud names getting a lot of bids today. Zhipu AI (Knowledge Atlas) just dropped GLM-5 open source language model that rivals Anthropic’s Claude Opus 4.5 and Gemini 3 Pro. #StocksToWatch $KC $GDS https://t.co/elnbvD4B0W
Original source ↗  |  February 12, 2026 at 04:57 UTC  |  Twitter - @briantycangco

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IDEA [4] TICKER: BYDDF DIRECTION: long THESIS: BYDDF is expanding into the UK market and partnering with Manchester City Football Club, which is positive for brand visibility and market penetration. SPEAKER: @briantycangco TIMEFRAME: medium-term

IDEA [9] TICKER: KC, GDS DIRECTION: long THESIS: Hong Kong-listed AI/cloud names like KC and GDS are receiving strong bids due to advancements by Chinese AI firms like Zhipu AI, which has released a competitive new language model. SPEAKER: @briantycangco TIMEFRAME: short-term

IDEA [12

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Trade Ideas
Ticker Direction Speaker Thesis Time
KC
LONG @briantycangco Hong Kong-listed AI/cloud names like KC and GDS are receiving strong bids due to advancements by Chinese AI firms like Zhipu AI, which has released a competitive new language model.