Jingyanghk

unclaimed

@jingyanghk · person

—pending

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win rate—0W · 0L

trades2published & scoreable

resolved0settled outcomes

avg P&L+0.9%per call

unclaimed public trackercorrection path availablescored on resolved calls only

Published claims

Jingyanghkx/ Jul 15

person

BABADeepSeek just proved Chinese AI can scale to $500M revenue at software-like margins, and Alibaba sits at the center of that ecosystem as both infrastructure provider and investor. A $74B DeepSeek fundraise at this margin profile is a rising tide for the whole Chinese AI stack.

directional thesisLONGpublishedxnot a verified trade

BABALONG

DeepSeek just proved Chinese AI can scale to $500M revenue at software-like margins, and Alibaba sits at the center of that ecosystem as both infrastructure provider and investor. A $74B DeepSeek fundraise at this margin profile is a rising tide for the whole Chinese AI stack.

$116.43

+2.15%

SourceAnd we just updated our story with new reporting that DeepSeek's gross margin from sell…

“DeepSeek nears $500 million ARR as the Chinese AI star raises funding again”

evidence attachedpaste author pricesource span

Jingyanghkx/ Jul 15

person

NVDADeepSeek runs a 70-80% gross margin on V4 API access, proving you can serve frontier AI at almost no cost. That kills the story that AI demand requires endless GPU builds, and NVIDIA's premium rests entirely on that story.

directional thesisSHORTpublishedxnot a verified trade

NVDASHORT

DeepSeek runs a 70-80% gross margin on V4 API access, proving you can serve frontier AI at almost no cost. That kills the story that AI demand requires endless GPU builds, and NVIDIA's premium rests entirely on that story.

$211.41

-0.33%

SourceAnd we just updated our story with new reporting that DeepSeek's gross margin from sell…

“DeepSeek's gross margin from selling v4 API access is...70% to 80% (!)”

evidence attachedpaste author pricesource span

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AISO tracks public statements, not verified portfolio positions. This is not financial advice.