Felix Wang, CFA(@HedgeyeTech):And it came at a 45% discount, vs the last offering. We’re Short Zhipu https://t.co/hE0UrLRV7m. It has fallen > 50% in 3 months . This China AI bubble stock is popping . The ‘Ox Alpha’ surge lasted only 2 days in terms of actual monetization. Kimi/Deepseek/Anthropic/OpenAI IPOs all coming

Felix Wang, CFA

@HedgeyeTech

MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $MSFT $CRWV $NBIS, OpenAI, Anthropic, $BABA $VRT $SE $AVGO Not Investment Advice

加入 May 2009

784 正在關注 19.4K 粉絲

Felix Wang, CFA@HedgeyeTech

2026.09.15 10:51

And it came at a 45% discount, vs the last offering. We’re Short Zhipu It has fallen > 50% in 3 months . This China AI bubble stock is popping . The ‘Ox Alpha’ surge lasted only 2 days in terms of actual monetization. Kimi/Deepseek/Anthropic/OpenAI IPOs all coming - capital battle will intensify.