Since Yi Lihua publicly called for buying AGPU, the company's stock price has surged by more than 50%.
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Since Yi Lihua, founder of Liquid Capital (formerly LD Capital), first expressed optimism about Axe Compute (NASDAQ: AGPU) on July 27, the company’s stock price has risen more than 50%, pushing its market capitalization to $123 million. Yi Lihua initially argued, “The most certain alpha opportunities in the computing power track often lie in extreme valuation gaps! U.S.-listed AGPU has recently secured over $1.6 billion in contracts, with its forward annual recurring revenue (ARR) reaching $384 million, yet its market cap is under $100 million, translating to a P/ARR ratio of just 0.2x! Compared to CRWV (market cap of $500 billion), which is asset-heavy, cash-burning and mired in losses, AGPU’s 'asset-light access + dedicated build' hybrid model is a clear dimensionality reduction strike.” He later published another article today, stating that the company is severely undervalued and its Q2 financial report delivers four major positive catalysts.
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