Recent content by CHcapital

My core view was: this semiconductor rally is not over yet, but it is no longer in its early stage. The first phase was led by core bellwethers like NVDA, AMD, and TSM, which drove index-level confirmation of the trend. The second phase saw expansion into sub-sectors such as memory, AI optical...

In today’s increasingly heated U.S.-China AI competition, our headlines are bombarded daily with reports on top tech companies and their massive models. However, if you’re an investor who truly cares about commercial monetization, it’s time to shift your focus away from the "race of big models"...

Last week Tesla enabled 212 Superchargers in Chongqing, China. From China Daily: Equipped with Tesla's latest V4 Supercharger technology, the 55 Supercharger stations, including a total of 212 charging stalls, enable users to initiate charging via a WeChat mini-program by simply scanning a QR...

If we look at traditional EV charging stocks (like $CHPT, $BLNK), we know the business model is brutal. It’s a low-margin CAPEX trap plagued by poor utilization rates, real estate constraints, and massive grid upgrade costs. However, we have been researching a structural pivot in the industry...