I appreciate the objective coverage from 中国证券报 (China Securities Journal) on my LeaderDrive (688017) analysis!
On the article:
“A single tweet ignites the leading robotics stock, who exactly is the "White-Haired God of Stocks" Serenity?”
Supply chains are global, and my research shows that Chinese companies like 688017 hold a dominant position over low-cost, mass production as humanoids scale up.
Just a heads up: I do believe Leaderdrive’s position is very undervalued long term (next few years), if you weigh component costs vs. current customers vs. robotics TAM.
But I don’t control any near term volatility, especially with macro climates.
I’m flattered regardless by the institutional coverage of my track record of picking longs like $MRVL and my investment framework.
As well as the recent support from the Chinese community.