Tony Tran retweeted
CXMT does not need Wall Street or Western retail money to thrive. Their domestic backing and seven-fold revenue jumps mean they are a highly resilient "sovereign alpha" asset.
Geopolitics can't stop pure market demand.
Apple lobbying to secure allocation from CXMT proves that AI-driven memory shortages override Western blacklists. CXMT literally cannot make DRAM chips fast enough to satisfy the market.
Their upcoming $4.3B IPO will be the biggest onshore listing of the year. Get ahead on @marcoequities
Geopolitics can't stop pure market demand.
Apple lobbying to secure allocation from CXMT proves that AI-driven memory shortages override Western blacklists. CXMT literally cannot make DRAM chips fast enough to satisfy the market.
Their upcoming $4.3B IPO will be the biggest onshore listing of the year. Get ahead on @marcoequities
@SouthernValue95 It literally doesn't matter? CXMT cannot satisfy China demand this decade. So there's 0nreason besides the small price arbitrage. It's like bannin Iranian oil. India and China buy it anyways, but price diff is less
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Tony Tran retweeted
Yup, it's gross profit generation time
CXMT doesn't have the capacity to dump memory for the next 2 years
Now the big question is what they do with the $130B in gross profits generated
For some reason, banks believe that CXMT will just spend $25B on CAPEX in 27 & 28, which is clearly wrong
CXMT doesn't have the capacity to dump memory for the next 2 years
Now the big question is what they do with the $130B in gross profits generated
For some reason, banks believe that CXMT will just spend $25B on CAPEX in 27 & 28, which is clearly wrong
@notvikingpm Just filtering out the self-proclaimed experts who keep saying China will dump memory already helps a lot in forming a better judgment.
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Tony Tran retweeted
Go out in the field to surface data and insights that don’t exist online. Talk to customers, suppliers, employees, former employees, and try out the product!
That’s always been the edge. Always will be
That’s always been the edge. Always will be
Something a portfolio manager once told me that I still remember to this day:
“the desk is a dangerous place to view the world from”
Good reminder that you can be the best analyst when it comes to building excel models, creating memos and reading filings or CIMs
But you never really understand the business until you try running it yourself in the real world
The best form of diligence is done on the field by talking to people, whether that be management, customers, industry experts or suppliers
Excel models are just an expression of your views, but never make the model guide your view. The best views are formed outside the proximity of your desk
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Tony Tran retweeted
In the coming era of AI-first applications, we believe that having a proprietary data moat will be the true differentiator. With much of the world’s publicly available data already scraped or commoditized, hard-to-access, real-world datasets—especially those grounded in physical environments—will become increasingly valuable.
@Purer_Air is building the first indoor commercial venue air quality dataset, with a focus on high-traffic locations such as malls and stadiums. The team will offer two product lines: a B2B device for enterprise deployment, and a B2C sensor for individuals. By empowering everyday users to contribute to the network, PureAir is also embracing the spirit of citizen science—enabling people to generate and share meaningful data that can improve community health and awareness.
We believe that crypto incentives can play a key role in accelerating retail adoption, building grassroots momentum, and ultimately expanding the scale and depth of PureAir’s dataset. These granular, hyperlocal data points will unlock real-time, location-specific air quality insights that go far beyond what’s currently available.
We’re excited to support PureAir as they emerge as a leading force at the intersection of data, DePIN, and citizen-powered environmental intelligence.
#AI #DePIN #AirQuality #CitizenScience
@Purer_Air is building the first indoor commercial venue air quality dataset, with a focus on high-traffic locations such as malls and stadiums. The team will offer two product lines: a B2B device for enterprise deployment, and a B2C sensor for individuals. By empowering everyday users to contribute to the network, PureAir is also embracing the spirit of citizen science—enabling people to generate and share meaningful data that can improve community health and awareness.
We believe that crypto incentives can play a key role in accelerating retail adoption, building grassroots momentum, and ultimately expanding the scale and depth of PureAir’s dataset. These granular, hyperlocal data points will unlock real-time, location-specific air quality insights that go far beyond what’s currently available.
We’re excited to support PureAir as they emerge as a leading force at the intersection of data, DePIN, and citizen-powered environmental intelligence.
#AI #DePIN #AirQuality #CitizenScience
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