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Market Commentary

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Our Team

FUND LETTER

Contact Us

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Spencer Liu

Co-founder

“Go to bed smarter than when you woke up.”

― Charlie Munger

MARKET COMMENTARY：

Featured

Nov 12, 2025

The Three Musketeers of Gas Turbines

Nov 12, 2025

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Nov 12, 2025

Oct 14, 2025

Chinese Power Equipment Industry Overview

Oct 14, 2025

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Oct 14, 2025

Oct 10, 2025

Huawei v. Nvidia - The Rise of China AI

Oct 10, 2025

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Oct 10, 2025

Sep 7, 2025

BYD - New Dawn

Sep 7, 2025

BYD is facing challenges from all sides and a declining quarter. It takes courage to see the new dawn.

Read More →

Sep 7, 2025

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