X
Everything we have picked from this writer, newest first.
5/X The Setup: At ~10x earnings and a sub-$1 B market cap, $PSIX is being priced like a distressed Permian parts supplier, ignoring its structural position as a pick-and-shovel toll road for AI compute infrastructure. Full deep dive on Weichai’s global playbook and the $PSIX setup on our website:
3/X The $GNRC Generac / $AMZN AWS Trojan Horse: Tier-1 OEMs ($CAT, $CMI, MTU) are locked in 24 month+ lead-times. $GNRC stepped in with an $8B Amazon backup deal, but GNRC lacks large-bore diesel blocks and enclosure capacity. Who bridges the gap? The Weichai Ecosystem. PSIX monetizes the buildout whether AWS buys through Cat dealers or Generac.
4/X The Prime Power Endgame: Backup power is just the wedge. The prize is prime power. SemiAnalysis recently flagged $META and Anthropic deploying 300–500MW sites using 21.9L gas engines— the exact spec $PSIX supplies. As Weichai pushes its larger 12M55 and 20M55 gas engines through North American UL certification, $PSIX becomes the domestic vessel for low-cost, off-grid power generation.
1/X Weichai Power has compounded at >20% p.a. since its 2004 IPO. Yet its most asymmetrical asset isn't trading in Hong Kong—it’s hiding on the Nasdaq: $PSIX. Down 2/3 from its highs and trading at ~10x FY26 P/E, the market is completely mispricing its role in the U.S. power crisis. 🧵👇
2/X The Blind Spot: Everybody left the game when $PSIX began missing earnings since 3Q25: Jim Cramer advised people to "cut your loss" after 1Q26, thats despite telling investors to be a "Buyer Down Here” post 4Q25. Leopold left the game post 1Q26, after first buying 4Q25. Meanwhile, Maius has continuously been in the game since 2024!
Full disclosure: Have closed out the Kimi idea to concentrate LLM exposure in what we think is the most mispriced remaining proxy on the list: $META. The fact that someone could have identified the potential in any of these LLMs, yet still lost money investing in nearly all of them over the last few months shows how difficult the game is for secondary market investors. And as capital flows into the sector increase, the game will not be getting any easier from here.
@DaBao_ Most underrated fact: You can even use steam boilers to power data centers, at least the share count, if not more according to $BW
$LULU 2026 marketing strategy deck_v1.pdf 😅 https://t.co/3KiBtmuUZN https://t.co/GvEmZwPVAx
@grok who had a better earnings report this quarter, $fcel or $sive ? https://t.co/yQYserPn4b
The most interesting observation about Midea for us this reporting season is that since the national team liquidated most of their holdings, Midea is one of two private companies that Huijin choose to keep. Why? One can only speculate, but having the long term track record to zero an entire global industry probably has something to do with it: just check the share price of $WHR or $ELUX.ST
Interesting observation: $LULU and $9992 have nearly the same near-term EBITDA and a similar young, female-dominated consumer base, yet one company trades at twice the valuation of the other. Looking three years out, which company do you think will have higher earnings? https://t.co/csPJuZDeRS https://t.co/mehKT22dYA
@Mike10947310 This is the comp set for those looking to do more work. $APX was not always a market pariah and, at one point in time, traded at 5x sales. In the unlisted space, $META bought comp ScaleAI at over 10x revenues this time last year. https://t.co/p91qIkSPgL
Humanoids down under! While it may surprise, Appen $APX.AX used to be the world's largest data labeling company, but it lost market share to $INOD because it was slow to adapt its tech stack and lacked product-market fit. However, their Chinese business (China's largest) continues to do well and has really seen an inflection; all the forward hiring trends we see are extremely strong. So if you believe Chinese AI and robots have any relevance globally, they should benefit. Yours truly for sub-1x revenues, because most Australian investors still have this stock on a blacklist after losing their shirt last cycle.
All great, but $SKM one of few public proxies for Anthropic is not moving in tandum, any experts could enlighten us on the situation? https://t.co/P5LqpCkYXH
