LLM funding headlines are everywhere. But NO ONE is talking about the 93% discount on China’s hottest agentic model (which powers SpaceX-backed Cursor) through $133.HK
Here’s the ‘To the moon’ trade of 2026 with Moonshot AI 🚀🌕🧵👇
🚨Our most in-depth investigation yet🚨 — Spanning multiple months cumulating into a 20 pg report on $INT.st
We visited the offices, we spoke to partners, we even tested the dosimeters ourselves!
The findings? Discrepancies too large to ignore.
1/ 🚨 Buffett called Precision Castparts "the best in its business" but admitted overpaying at 12x EBITDA. What if you could snag a similar high-quality peer at <5x on trough earnings? Enter Impro Precision $1286.HK AI data centers + aerospace supercycle rocket fuel! A 🧵 👇
🚨 BREAKING: Tencent $TCHEY is now integrating Deepseek into WeChat. With $BABA ripping this week, the AI arms race in China is heating up fast. Huge implications for the entire tech sector ahead.
Did more digging, I have never been more bullish $2722.hk:
The Chongqing party boss recently summarised his own achievements being at the helm of the city for 2 years: mp.weixin.qq.com/s/BcwRm03yOBfu…
His top three priorities for the city are:
1) Building a Modern Industrial System:
One of the highlights in the F-3 was language in the risk factors section that was missing in the 20-F. Long-time followers know $MFI is a blockchain play, but this looks like the first company confirmation in a regulatory filing!
Yonex (TYO:7906) – The Undervalued Racket Giant 🎾📈
1/ Yonex is a dominant force in badminton & is rapidly gaining ground in tennis—yet the stock is still trading at 8.5x forward EBITDA. Here’s why this high-growth, underappreciated gem deserves your attention: 🧵👇
🚨 New Deep-dive note out 🚨
6 months ago, we profiled Yuchai $CYD before it shortly doubled, this time we do it again and explain why it’s our preferred US listed play on the data-center theme, we also provide detailed comparison against Weichai $PSIX for our U.S. followers.
Hillhouse new 13D out, quite a fascinating read-through for $EM and we think probability of escalation increases. Continue to like the r/r here and well done to everyone who made money on this one so far. sec.gov/Archives/edgar…
The Company’s updated full-year outlook—“anticipating 45% sales growth in 2025 vs. 2024”—warrants closer attention to implied Q4 trends, as YTD growth already stands at 60%. Meanwhile, the 400bps gross margin contraction from Q225 to Q325 in the largest AI bull market, though