Baichuan Li
Baichuan Li @geofflee2006

Performance
All

87.30%2026
2026
84.40%2025
2025
-18.07%2024
2024
54.10%2023
2023
-32.79%2022
2022
16.06%2021
2021
15.22%2020
2020
54.22%2019
2019
13.56%2018
2018
73.28%2017
2017
87.3%0%-87.3%
Discussions
Baichuan Li
Baichuan Li
United Kingdom
22d
Hi All Our portfolio as well as US tech as a whole (especially semiconductors) have experienced a correction this month, with Micron for example down 24%. This is despite blockbuster earnings coming from Micron last month which I commented on in the post. I also conveyed my opinion in the past few months... Show More
Baichuan Li
Baichuan Li
United Kingdom
2mo
Hi All Micron posted excellent earnings yesterday that signals continuation of the AI stock boom that has consumed Wall Street since a year ago. Its revenue quadrupled year-on-year, even better than Wall Street's lofty expectations. After trimming 2/3 of our position in Micron after a 10x rise (which... Show More
Baichuan Li
Baichuan Li
United Kingdom
3mo
Hi all Quick update for this month. I closed off another substantial portion of my position in $MU (Micron Technology, Inc.), leaving about 1/3 of the initial investment, due to my belief that it is now overvalued. This is after over 10x in gains since I invested in Micron at around $40-50 a share,... Show More
Baichuan Li
Baichuan Li
United Kingdom
4mo
Edited
Hi All After a few years, patience is finally paying off in our investment in $INTC. It is up 368% in the past 12 months, and 153% YTD, making it the 2nd best performer in the S&P500 in 2026. Investors are finally recognising the unique value Intel brings to the table as an “all-in-one” indigenous... Show More
Baichuan Li
Baichuan Li
United Kingdom
7mo
Hi All Happy New Year! I realise it's been a while since I have posted here. Our portfolio has had quite the tumultuous journey since I decided on my original investment thesis in 2021, and it is finally bearing the fruits of our patience. LIttle change has been made since the original long positions... Show More
Baichuan Li
Baichuan Li
United Kingdom
2y
Hi All It's nearly October and Intel's Lunar Lake and Arrow Lake offerings will soon hit the market. This is a watershed moment for Intel as its future success hinges on this release. Intel has really thrown the kitchen sink at this generation's chips, after the previous generation stumbled... Show More
Baichuan Li
Baichuan Li
United Kingdom
2y
Hi All Intel has been mired in controversy lately due to stability issues arising in the 13th and 14th gen processors. Intel has identified the main cause of the issue but has offered no patch until a future date (likely mid August). In the meantime, this issue continues to affect these CPUs, causing... Show More
Baichuan Li
Baichuan Li
United Kingdom
2y
Hi All Being a DRAM and NAND SSD maker, Micron’s earnings generally give us a pretty decent idea about the direction of the whole semiconductor industry. Micron announced its Q3 2024 financial results just a few days ago, and provided excellent earnings and pretty decent guidance for Q4 as well. The... Show More
Baichuan Li
Baichuan Li
United Kingdom
2y
Hi All It'll just be a short update today, as fundamentals have not changed. We are getting closer to potential rate cuts as inflation normalises. Consumer spending is stifling US GDP growth slightly however overall economy remains strong persistently healthy jobs data. With inflation inching closer... Show More
Baichuan Li
Baichuan Li
United Kingdom
2y
Hello All With the recent Intel earnings and quarterly guidance, Intel solidified itself as the worst-performing tech stock in the S&P 500, with a 36% decline year-to-date. While of course this may look disappointing, it is important not to lose sight of our investment thesis, which does not hinge... Show More

About Baichuan Li
United Kingdom
Strategy: Value

Value and tech oriented portfolio to take advantage of growth in semiconductors and AI.
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52K Followers

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