Thoughts on GigaDevice Innovation

PortfolioAlert · 2026-02-27T07:03:16+00:00

Currently, the focus for storage is on short-term cycles, just like in 2021 when we watched the sea control. Who would have thought that Sea Control would break out of a multi-cycle market? Regarding the current capacity and demand landscape for storage, it is possible to see a cycle breakout before 2028. This year, with a profit of 5-6 billion and a 50x valuation, what about next year? Will there be a spectacular market breakout? We will watch and see as we go! China Merchants Energy Shipping, GigaDevice

PortfolioAlert

2026-02-27 07:03:16

Currently, the focus on storage is on short-term cycles, similar to how in 2021 we looked at China Ocean Shipping (COSCO). Who would have thought that COSCO would break out of a multi-cycle market? Regarding the current capacity and demand landscape in storage, there is a possibility of breaking out of cycles before 2028. This year, profits are around 5-6 billion, with a 50x valuation. What about next year? Will there be a spectacular market breakout? We will watch and see as we go! #招商轮船# #兆易创新#

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