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ZHI

ZHIPU

7 tracked calls · 6 long · 1 short · last 90d: 5L/1S
first called by Citrini 5mo ago
ZHIZHIPULONG4w ago
“By June 2026, Chinese models saw a massive surge in usage, peaking at over 20 trillion tokens weekly, while US model usage remained relatively flat, hovering ar”
P Equity Research 📰

Chinese AI models are dominating global token usage at 20+ trillion/week vs US flat at 4-6T, and Zhipu's GLM series is the open-weight leader driving that surge.

ZHIZHIPULONGIDEA · NOT YET PRICED
ZHIZHIPULONG1mo ago
“days are numbered before they ban these in the US … they can like deem a supply chain risk”
ThreadGuy

US will ban top Chinese AI models next as supply-chain risk, fade them

ZHIZHIPULONGIDEA · NOT YET PRICED
ZHIZHIPULONG1mo ago
“ZHIPU SAID TO MULL MULTIBILLION-DOLLAR SHARE SALE IN HONG KONG”
Zephyr

Zhipu is tapping markets again for billions in fresh capital, doubling down on model R&D just as GLM-5.2 sends the stock to new highs.

ZHIZHIPULONGIDEA · NOT YET PRICED
ZHIZHIPULONG1mo ago
“#Zhipu actually opened up 16% today😱”
AU🧲

Zhipu AI is surging on its own momentum, fully decoupled from US equity weakness, with +16% open on the day

ZHIZHIPULONGIDEA · NOT YET PRICED
ZHIZHIPUSHORT1mo ago
“#Zhipu at a RMB 1 trillion market cap is clearly overvalued. Comparing it with DeepSeek's valuation makes this obvious. Its circulating float has not been suffi”
AU🧲

Zhipu AI is a low-float meme stock at RMB 1 trillion valuation with sellers yet to appear; lock-up expiry will trigger a flush.

ZHIZHIPUSHORTIDEA · NOT YET PRICED
ZHIZHIPULONG1mo ago
“the open source Chinese models seems like a pretty obvious trade … Catches a floze on the Fable export controls announcement, but then it launches GLM 5.2”
ThreadGuy

Chinese open-source AI Zhipu rips as US model export controls force flows to substitutes

ZHIZHIPULONGIDEA · NOT YET PRICED
ZHIZHIPULONG5mo ago
“turns out china also wants to do AI and it's good for the stocks doing AI in china.”
Citrini

Zhipu AI is China's leading pure-play LLM company in a sustained parabolic breakout, massively outperforming the Hang Seng Tech Index as China's AI cycle accelerates.

ZHIZHIPULONGIDEA · NOT YET PRICED