LONG GDS: A High-Beta Asia Digital Infrastructure DC Operator
We think GDS is a high beta play on Asia DC market operators, on the back of its flexible capital recyling, high velocity AI execution, as well as...
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GDS Holdings (GDS US): Best Play on China AI Infra With Chips-Geo Clarity and Hyperscaler Capex
GDS US offers the best bet on China AI Infra with its dual growth engine (domestic and new international) now that there is Chips and Geopolitics...
392 Views
Primer: GDS Holdings (ADR) (GDS US) - Nov 2025
GDS is a leading developer and operator of high-performance data centers in China, strategically positioned to capitalize on the country's rapid...
435 Views
China ADRs Delisting - Friday Could Be Judgment Day for over US$800bn Mcap of Stocks
PCAOB officials concluded their Hong Kong visit last month and PCAOB is due to announce its annual judgment on whether it had adequate access to US...
1.4k Views
Implication of Deepseek on China Data Centers: Buy GDS and VNET, Not Too Late to Chase the Rally!
We explored the recent launches of AI model, e.g. Deepseek, discuss the implication to Data Centers. Despite GDS and VNET were up 3x for last 12...
779 Views