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TRACKED TRADES
TO
@Shaughnessy119
1mo
Chinese Open Source AI companies capture virtually no revenue and the ratios vs US comp…
IDEAS · 2
BAB
BABA
LONG
Alibaba trades at just 1.6x sales vs 1,280x for peers — the only rational Chinese AI long
$121.84
+18.66%
›
MIN
MINIMAX
SHORT
MiniMax at 290x sales on $79M revenue is unsustainable — Chinese AI multiples must compress
—
IDEA
›
