Author
@tphuang tphuang
grade Ax.com/tphuang ↗
English-language window into China's hard-tech supply chains, mechanistic and ticker-linked
Translates primary Chinese-language engineering, capacity an
trader score
+0.56
hit rate
60%
mean α
+0.15%
signals 14d
164
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 60% hit rate, +0.15% mean alpha, trader score +0.56. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 30 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @tphuang | · | China logistics-sector NEV sales totaled 94,121 in September, up sharply YoY and MoM. | · | tweet ↗ |
| 2026-10-16 | · | @tphuang | · | China heavy-truck electrification has reached roughly 50%, with 60% considered possible. | · | tweet ↗ |
| 2026-10-16 | MU | @tphuang | +0.15 | Compares estimated CXMT Q3 revenue and profit with Micron's stated quarterly revenue. | -0.1% | tweet ↗ |
| 2026-10-16 | · | @tphuang | · | Details startup and capacity of CNPC Tarim's low-carbon ethylene demonstration project. | · | tweet ↗ |
| 2026-10-16 | · | @tphuang | · | Reports three BYD Dynasty refreshes, including a Q4 launch expectation and vehicle specifications. | · | tweet ↗ |
| 2026-10-15 | · | @tphuang | · | A commercial EV coach completed a 640 km route using 67% state of charge. | · | tweet ↗ |
| 2026-10-15 | · | @tphuang | · | BYD expects Q4 output from Hungary and may soon select a third European plant. | · | tweet ↗ |
| 2026-10-15 | · | @tphuang | · | Argues upcoming Chinese open-source models may counter the recurring falling-behind narrative. | · | tweet ↗ |
| 2026-10-15 | · | @tphuang | · | Criticizes Moonshot and Z.ai delays as DeepSeek continues gaining desktop adoption. | · | tweet ↗ |
| 2026-10-15 | · | @tphuang | · | Attributes DeepSeek adoption to very low cost and high capability despite data-security risks. | · | tweet ↗ |
| 2026-10-15 | MSFT | @tphuang | -0.30 | Says Chinese enterprises can move away from foreign office software and Intel CPUs. | -2.8% | tweet ↗ |
| 2026-10-15 | INTC | @tphuang | -0.30 | Says Chinese enterprises can move away from foreign office software and Intel CPUs. | -8.8% | tweet ↗ |
| 2026-10-15 | · | @tphuang | · | Reports WorkBuddy leading China's AI cowork-tool ranking and concentrating usage on DeepSeek. | · | tweet ↗ |
| 2026-10-15 | GOOGL | @tphuang | +0.00 | DeepSeek remains sixth globally with 139 million MAU despite competition including Gemini. | -8.3% | tweet ↗ |
| 2026-10-15 | · | @tphuang | · | Criticizes Tencent's dependence on DeepSeek servers and questions competing cluster capacity. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.