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$DEEPSEEK · Wang: DeepSeek proves China can produce frontier reasoning models; 7 of 11 Meta superintelligence hires from Chinese universities
now playing · $DEEPSEEK
$SOLAR···bullish· highdan wang
Wang: China captured 90% of solar supply chain from US invention — manufacturing workforce 70M vs 12M drives scaling edge
Solar PV was invented at Bell Labs (1954) but US treated it as science, not manufacturing. China now controls ~90% of the supply chain (polysilicon to modules) by deploying 70M ma…
$TSM···bullish· mediumdan wang
Wang: TSMC Arizona fab performing well, rare US manufacturing bright spot
TSMC's Arizona fab is doing fairly well according to recent reporting, standing out as a success amid broader US manufacturing struggles at Intel, Boeing, and auto.
$BABA···bearish· highdan wang
Wang: Alibaba cheap but political risk discount justified — Party as 'God of Old Testament' smites arbitrarily
Alibaba trades at a deep discount due to structural risks: VIE structure with no real ownership, Communist Party's arbitrary regulatory actions (Ant Financial IPO blocked, Jack Ma…
$BYTEDANCEbearish· highdan wang
Wang: ByteDance FCF yield huge but uninvestable for US funds — VIE, capital controls, Taiwan risk
ByteDance generates massive free cash flow but trades at a fraction of US peer multiples due to three structural barriers: Cayman VIE structure with only contractual rights, Chine…
$NVDA···bullish· highdan wang
Wang: US AI lead rests on Nvidia compute moat; China chip constraints may ease via Trump export tax deal
The US maintains a decisive AI lead because it controls leading Nvidia chips and compute resources, but China is rapidly closing the talent gap (DeepSeek) and a potential Trump de…
$DEEPSEEKbullish· highdan wang
Wang: DeepSeek proves China can produce frontier reasoning models; 7 of 11 Meta superintelligence hires from Chinese universities
DeepSeek's reasoning model breakthrough shows Silicon Valley no longer monopolizes AI innovation. Talent flow reversing: 7 of 11 publicly disclosed hires for Meta's superintellige…
$HUAWEIbullish· mediumdan wang
Wang: Huawei exemplifies Chinese vertical integration — 5G, handsets, chips, military ties; model for EV makers
Huawei's vertically integrated model (5G equipment, handsets, chips, alleged military production) is the template Chinese EV makers now follow — making vehicles, batteries, and ch…
$1810.HK···bullish· highdan wang
Wang: Xiaomi at 1/20th Apple's valuation beat Porsche/BMW at Nürburgring with first EV — manufacturing speed undervalued
Xiaomi, valued at ~1/20th of Apple, executed an EV from announcement to Nürburgring record-beating delivery in ~3 years while Apple abandoned its 10-year car project. Demonstrates…
$3690.HK···bullish· mediumdan wang
Wang: Meituan 'octopus conglomerate' with 50 core business lines survived 5,000 Groupon clones — ruthless execution
Meituan operates ~50 core business lines and won a battle royale against 5,000 Groupon clones through extreme operational intensity (996 culture). Its survival demonstrates the fe…
$1211.HK···neutral· lowdan wang
Wang: BYD deserves deep study alongside Alibaba and DeepSeek as Chinese tech champion
BYD is flagged as a critical company to understand for its vertical integration in EVs, batteries, and semiconductors, but no detailed thesis provided in this interview.