$iQiyi Inc.(IQ)$ Honestly, at this valuation, it just feels too cheap to ignore. Over the past couple of years, they've really figured out the model,high-quality content, pricing power on memberships, and now they’re even gaining traction in variety shows and short-form dramas.

Multiple growth levers are kicking in, and I wouldn't be surprised if the next few quarters beat expectations. When sentiment comes back to Chinese tech/media, this kind of core video asset that’s been heavily discounted could easily fly.

I’ve started to build a position,not chasing, just steadily adding. I am quite confident in the long run.

# Winning Trades

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