Total Ideas
1
Bullish Ideas
0 (0%)
Bearish Ideas
Recent Activity
0
"XNET (earnings update): Chinese tech, Q2 rev +30.6% YoY to $104M. Subscription base 6.4M, live-streaming rev +85.5%, cloud computing +13.6%. Non-GAAP profit doubled to $8.3M. Arashi Vision investment yielded $720M unrealized gain, creating negative EV. Still extremely cheap despite 3x return since 2023 buy at $1.53."
Sentiment