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Tech Chinese Community
Our community narratives are driven by numbers and valuation.
Tech Chinese Investing Ideas
$深科技 / 000021.SZ — the chokepoint nobody is pricing in.
Most investors chase the headline names in artificial intelligence, but the real pinch point can be the behind-the-scenes factories that package the memory chips those systems depend on. 深科技 sits in that crowded part of the supply chain with capacity already spoken for and plans to expand, which could make it more important than the market assumes.Read more
Recently Updated Narratives
PR
Aurionpro Solutions: Is the Market Mispricing One of India's Most Interesting Fintech Product Companies?
Fair Value: ₹1k 27.1% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
NE
Lotus Technology: A Technology-Driven Luxury EV Brand with a Promising Turnaround Story
Fair Value: US$2.4 62.9% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
ON
Robo.ai and Abu Dhabi Enterprise Jointly Establish AI Industrial Group Alif Holding to Serve Infrastructure, Government and Industrial Secto
Fair Value: US$0.0026 117.2k% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
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CU
A wonderful business at reasonable price.
Fair Value: US$419.91 6.3% undervalued intrinsic discount
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OS
The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.
Fair Value: US$280 29.6% undervalued intrinsic discount
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208 fair values setusers have set this as their fair value
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PayPal: PayPal Doesn't Need to Grow – It Needs to Stop Falling – A Mispriced Cash Machine With a Cannibal Buyback
Fair Value: US$65 10.3% undervalued intrinsic discount
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73 fair values setusers have set this as their fair value
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