The author highlights LeaderDrive (688017) as undervalued long-term due to its dominant po
The author highlights LeaderDrive (688017) as undervalued long-term due to its dominant position in low-cost mass production for humanoid robots, but warns of near-term volatility.
“I appreciate the objective coverage from 中国证券报 (China Securities Journal) on my LeaderDrive (688017) analysis! On the article: “A single tweet ignites the leading robotics stock, who exactly is the "White-Haired God of Stocks" Serenity?” Supply chains are global, and my research shows that Chinese companies like 688017 hold a dominant position over low-cost, mass production as humanoids scale up. Just a heads up: I do believe Leaderdrive’s position is very undervalued long term (next few years), if you weigh component costs vs. current customers vs. robotics TAM. But I don’t control any near term volatility, especially with macro climates. I’m flattered regardless by the institutional coverage of my track record of picking longs like $MRVL and my investment framework. As well as the recent support from the Chinese community.”Original post：X / @aleabitoreddit ↗