HONG KONG ALPHA PORTFOLIO: (September 2026)
We made mid-month changes in the portfolio yesterday. We sold 148, 6185, 3696, 3759, 669 and 2268. We added 322, 2319, 1579, 6186, 9633, 2688,...
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MiniMax-W: Beware the Throat-Cutting Competing Model From Anthropic
Anthropic released Haiku 5.5, within 1.4 points of the top Chinese model at a lower price. We revisit the cost advantage thesis for Chinese AI labs...
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MiniMax (100 HK) - Still Not Optimistic
US$9 billion seems to be the valuation bottom line. However, if core model's competitiveness cannot be demonstrated in the next iteration,...
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Primer: MiniMax - 08 Oct 2026
AI company developing multimodal models for text, audio, image, video, and music processing
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MiniMax (100 HK): Synthetic Expert Call Transcript (05 Oct 2026)
Rapid B2B Pivot: MiniMax is undergoing a massive structural shift; its consumer-facing "emotional companion" story (Talkie, Xingye) has hit a...
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