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...
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2026 High Conviction: VNET US - Thesis Strengthens Into 2026 (Chips, Demand, Execution)
VNET benefits most as H200 clarity lifts chip risk and 3Q results resolve major investor concerns. We see VNET as one of the strongest 2026E calls...
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Primer: VNET Group (VNET US) - Nov 2025
VNET Group is a leading carrier- and cloud-neutral data center services provider in China, poised to benefit from the country's growing digital...
252 Views
Tactical Trading – Increasing Hong Kong Exposure
Now is an opportune time to increase investments in the Hong Kong market, as various factors are aligning to propel the index upward. We discuss...
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GDS and VNET – Recent Pullback Provides Entry Opportunity, Long-Term AI Growth Solid and Strong
Both GDS and VNET has declined >70% from all time high, providing a golden entry oppportunity. GDS is a mature blue-chip play offering...
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