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Steven Chung

Seasons tech stocks traders and China investor leveraging options as the main trading tool

    • Steven ChungSteven Chung
      ·11-15
      This is a fake news created to discredit Alibaba and to undermine the peace and trade deal accomplished between US and China. Warloards in US is trying very hard to trigger war, chaos for their own personal and financial gains. 

      White House Says Alibaba Is Helping Chinese Military Target US, FT Reports

      UPDATE 2-White House says Alibaba is helping Chinese military target US, FT reportsAdds comments by Chinese embassy, White House declines to comment, paragraphs 7-9WASHINGTON, Nov 14 (Reuters) - Washi
      White House Says Alibaba Is Helping Chinese Military Target US, FT Reports
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    • Steven ChungSteven Chung
      ·11-14
      $Alibaba(BABA)$  china no 1 AI cloud provider and leading e-commerce is clearly undervalued and severely neglected by major investors. With a market cap of 295B but with earnings multiple potentially and clearly will increase 5x in 5 years. used to be Anything but China but now it's clearly Buy China or ignore at your own financial peril. No of patents filed by China is 3x-4x US in critical advance field. imagine Amazon in 2015. every $ invested in China tech bluechip or franchise leader like BABA, TENCENT, KUAISHOU, SMIC, MEITUAN, will stand to reap substantial once in a generation wealth gain. Don't blink.
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    • Steven ChungSteven Chung
      ·08-29
      This stock has just started. The TSMC of mainland China and with China gov prioritizing local chip supplier and solutions for AI data Centre cluster development, SMIC profitability will at least quadruple with a an upside of 78% in stock price over 1-2 years. Extremely under value and growth catalyst is overwhelmingly positive!

      SMIC Reports 22% Revenue Increase and 95% Rise in Profit Before Tax for H1 2025

      Semiconductor Manufacturing International Corporation announced its unaudited results for the six months ended June 30, 2025. The company reported an increase in net cash generated from operating activities, primarily attributed to a rise in cash received from the sale of goods during the period. Basic earnings per share , diluted EPS, and basic EPS net of non-recurring profit or loss also increased, driven by a rise in profit for the period attributable to the company's owners. The interim report highlights positive financial performance for the period, reflecting an overall upward trend in profitability. No specific outlook or guidance was provided in the report.Disclaimer: This news brief was created by Public Technologies using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SMIC - Semiconductor Ma
      SMIC Reports 22% Revenue Increase and 95% Rise in Profit Before Tax for H1 2025
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    • Steven ChungSteven Chung
      ·08-21
      Fantastic results and certainly deserves a rerating and upgrade in TP to RMB115.8

      快手(01024)二季度营收350亿元：AI驱动业绩增长，盈利能力创历史新高

      智通财经APP获悉，8月21日，快手科技发布2025年第二季度业绩。在AI与生态双轮驱动下，本季度，快手总流量与盈利能力均创历史新高，报告期内，营收同比增长13.1%至350亿元，经调整净利润同比增长20.1%至56亿元。此外，海外业务表现稳健，第二季度收入达13亿元，同比增长20.5%。数据显示，2025年第二季度可灵AI营业收入超过人民币2.5亿元，商业化变现持续加速。电商业务方面，2025年第二季度，快手电商业务GMV同比增长17.6%，达到3589亿元。
      快手(01024)二季度营收350亿元：AI驱动业绩增长，盈利能力创历史新高
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    • Steven ChungSteven Chung
      ·05-14
      The rally in China tech sector will begin with Tencent fantastic beat both top and bottomline! Baba earnings will add fuel to the rally tomorrow... despite tariffs uncertainty, Tencent and baba are both expected to far exceed expectation and guidance going forward. HSI should break above 25k-28k in next 30 days. Those already in the long, let it ride! Cheers

      ​​Tencent Q1: Gaming & Ads Lead the Charge!​ AI-Powered Boost Margin

      @MaverickWealthBuilder：
      After the Hong Kong market closed on May 14, $TENCENT(00700)$ released its Q1 2025 financial report.Following a previous quarter where Tencent significantly outperformed market expectations, with steady growth in both gaming and advertising, the company — like other Chinese tech giants — has re-entered an investment cycle. Thanks to excellent cash flow, it continues its aggressive share repurchase program while simultaneously increasing its AI investments.Since this report came just two months after the previous one — during a period impacted by tariff concerns — the market has started to reprice high-quality, non-U.S. assets. As a result, investor expectations ahead of Tencent’s Q1 release were very optimistic. Even without share buybacks, Ten
      ​​Tencent Q1: Gaming & Ads Lead the Charge!​ AI-Powered Boost Margin
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    • Steven ChungSteven Chung
      ·04-22
      $Tesla Motors(TSLA)$  Bearish for the next 6 mths. Sales dropping worldwide, autonomous drive inferiority against competition due to camera only tech while others are equipped with radar/LiDAR etc. Delay in model Y, lack of conviction on autonomous deployment roadmap, humanoid plans, etc... short Tesla. 
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    • Steven ChungSteven Chung
      ·04-22
      This will further accelerate the pace of internal solution for China tech/semiconductor chip progress despite sanctions and blatant bullying by U.S. gov against China Tech companies. The action by US gov is akin to a defending champion in 100m sprint baning shoe companies from selling shoe to competitors because if compete in similar tools, they just cannot win. Short US market and long China specifically ALIBABA, SMIC (main fab for China semis), Kuaishou, Tencent.

      Nvidia Shares Sank 4.5% As Huawei Readies New AI Chip For Mass Shipment

      SINGAPORE/BEIJING, April 21 (Reuters) - Huawei Technologies plans to begin mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as early as next month, two people fami
      Nvidia Shares Sank 4.5% As Huawei Readies New AI Chip For Mass Shipment
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    • Steven ChungSteven Chung
      ·04-16

      SMIC powers China’s tech dream

      Huawei just launched a new AI architecture system (cloudMatrix384) to rival Nvidia's NVL72 system. With continuous tech progress by tech firms, SMIC is the key beneficiary in all these by being the sole fabrication house in China via its 7nm process. It is not clear if the latest product by Huawei will be built on 7nm or there will be breakthrough in 5nm by SMIC. Necessity is the mother of creation and I believe China will succeed in this breakthrough. Long SMIC, long china tech blue chips such as ALIBABA, Kuaishou!
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      SMIC powers China’s tech dream
    • Steven ChungSteven Chung
      ·04-11
      For US Tech stocks, ito sell into any rally or Green Day. earning will be fuzzy and likely guided down if there is any guidance at all. CAPEX will be halted or reduced given the uncertainty of the US tariff threat and chaos. China will not blink so expect zero trade with US and all the US semiconductor supply chain vendors will all be impacted by import tariffs of 145% and many might bleed immediately and if prolonged will fold.  The whole re-industrialization of US is not planned well and therefore will only damage US economically hence lower GDP for sure. You can't have income from tariff and at the same time wants to re-industrialize US by forcing manufacturing back to US and at the same time still keep the USD reserve status. US needs to choose 1 and be very good at it. Also to ke
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    • Steven ChungSteven Chung
      ·04-08
      China export to U.S. is only 12.9% of its total export in 2024. For anyone to think the latest 50% tariff tit-for-tat childish gamble by Trump is going to make China cave in to his threat is a joke. When one don't produce much and yet is the largest consumer, you don't impose tariff on import. trade deficit is a result of lazy politicians who never focus on building US up through industry 4.0 and infrastructure expansion such as bullet train, green energy, battery tech and most of all the need to maintain the dollar as a reserve currency. US can't have its cake and still eat it. Either US lose its reserve currency status to boost the start of re-industrialization /reshoring of manufacturing in US, or keep the global currency status and keep buying cheap stuffs. US citizens s
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