Since Elliwa called for AGPU, the company's stock price has risen by more than 50%

Comparatively, since Liquid Capital (former LD Capital) founder E-Lihua was first optimistic about Axe Compute (NASDAQ: AGPU) on July 27, the company's stock price has risen by more than 50%, and its market capitalization has risen to $123 million.

At first, E-Lihua thought that the most definitive alpha opportunity on the computing power circuit was often hidden in extreme valuation differences! The US stock AGPU recently won more than 1.6 billion US dollars in contracts. The forward ARR reached 384 million, but the market capitalization was less than 100 million, and the P/ARR is only 0.2 times! Compared to CRWV (market capitalization of 50 billion dollars), which is heavily asset-heavy and heavily in losses, AGPU's asset-light Access+ exclusive Build hybrid model is simply a dimensional reduction blow.

Afterwards, another article was published today stating that the company was seriously undervalued, and the Q2 earnings report released four major benefits.