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
-0.45
hit rate
55%
mean α
-0.18%
signals 14d
168
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: 55% hit rate, -0.18% mean alpha, trader score -0.45. Their last-14d mentions, direction-adjusted, have moved -1.9% since posting (mean over 44 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @tphuang | · | Describes Piotech's domestic 3D-chip bonding products being validated and commercialized in China. | · | tweet ↗ |
| 2026-08-28 | · | @tphuang | · | Alibaba launched its first South American data center in Brazil after opening one in Mexico. | · | tweet ↗ |
| 2026-08-28 | · | @tphuang | · | BYD previewed the Sea Lion 08 flagship SUV ahead of its September 2 launch. | · | tweet ↗ |
| 2026-08-28 | · | @tphuang | · | Reports CXMT exceeding H1 guidance with sharply higher Q2 revenue, profit and free cash flow. | · | tweet ↗ |
| 2026-08-27 | · | @tphuang | · | Author says China's data industry has improved substantially over the past year. | · | tweet ↗ |
| 2026-08-27 | BYD | @tphuang | +0.30 | BYD reached 10,000 flash-charging stations and reported usage metrics. | -0.2% | tweet ↗ |
| 2026-08-27 | · | @tphuang | · | China truck-fuel mix data show LNG share falling to 11% while NEVs surge to 47%. | · | tweet ↗ |
| 2026-08-27 | · | @tphuang | · | Reports domestic-chip training and inference-efficiency metrics for a Chinese AI model. | · | tweet ↗ |
| 2026-08-27 | · | @tphuang | · | Argues China's AI buildout is driving exceptional electronics and semiconductor profit growth. | · | tweet ↗ |
| 2026-08-27 | SMIC | @tphuang | +0.55 | Highlights strong first-half revenue and profit growth plus AI-chip and industry ASP tailwinds. | · | tweet ↗ |
| 2026-08-27 | · | @tphuang | · | BYD is set to launch its 10,000th flash-charging station tomorrow. | · | tweet ↗ |
| 2026-08-27 | · | @tphuang | · | China's 500T daily token usage and Inner Mongolia buildout support a large domestic AI infrastructure thesis. | · | tweet ↗ |
| 2026-08-27 | · | @tphuang | · | Smartsense unveiled a domestically designed and fabricated 200MP smartphone CMOS sensor. | · | tweet ↗ |
| 2026-08-26 | NVDA | @tphuang | -0.65 | A 2029 all-domestic Chinese AI stack is framed as a competitive nightmare for Nvidia. | +3.8% | tweet ↗ |
| 2026-08-26 | · | @tphuang | · | Notes Chinese AI firms often lease compute rather than funding infrastructure capex directly. | · | 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.