Maius (@MaiusPartners) / X

Maius

1,152 posts

Maius

@MaiusPartners

Global investing with Asian characteristics. Trade musings here, full write-ups on the website. Always DYOR, not investment advice.

🌏

Joined February 2011

Pinned
Maius
@MaiusPartners
May 11
LLM funding headlines are everywhere. But NO ONE is talking about the 93% discount on China’s hottest agentic model (which powers SpaceX-backed Cursor) through $133.HK Here’s the ‘To the moon’ trade of 2026 with Moonshot AI 🚀🌕🧵👇
13K
Maius
@MaiusPartners
Apr 13, 2025
Replying to @SilentlySirs
Great experience on the C919
15K
Maius
@MaiusPartners
Oct 10, 2025
🚨Our most in-depth investigation yet🚨 — Spanning multiple months cumulating into a 20 pg report on $INT.st We visited the offices, we spoke to partners, we even tested the dosimeters ourselves! The findings? Discrepancies too large to ignore.
69K
Maius
@MaiusPartners
Aug 4, 2025
1/ 🚨 Buffett called Precision Castparts "the best in its business" but admitted overpaying at 12x EBITDA. What if you could snag a similar high-quality peer at <5x on trough earnings? Enter Impro Precision $1286.HK AI data centers + aerospace supercycle rocket fuel! A 🧵 👇
17K
Maius
@MaiusPartners
Feb 16, 2025
🚨 BREAKING: Tencent $TCHEY is now integrating Deepseek into WeChat. With $BABA ripping this week, the AI arms race in China is heating up fast. Huge implications for the entire tech sector ahead.
11K
Maius
@MaiusPartners
May 28, 2025
Replying to @michaelxpettis
Much more convincing than achieving manufacturing dominance through small female hands
4.2K
Maius
@MaiusPartners
Jan 23, 2024
Replying to @xiaojingcanxue
能上清华北大的小孩在人生前17-18年几乎不可能经历过太多挫折，吃过太多亏。这样的人迈入社会的大坑里，心理素质稍微差一点就容易很难接受社会的残酷，咋特定情况下做出一些极端事情。
14K
Maius
@MaiusPartners
Aug 11, 2025
Winners keep winning, well done to everyone involved!👏👏
Maius
@MaiusPartners
Jul 16, 2025
Did more digging, I have never been more bullish $2722.hk: The Chongqing party boss recently summarised his own achievements being at the helm of the city for 2 years: mp.weixin.qq.com/s/BcwRm03yOBfu… His top three priorities for the city are: 1) Building a Modern Industrial System:
5.5K
Maius
@MaiusPartners
Sep 13, 2025
Replying to @kingtutcap
One of the highlights in the F-3 was language in the risk factors section that was missing in the 20-F. Long-time followers know $MFI is a blockchain play, but this looks like the first company confirmation in a regulatory filing!
3.7K
Maius
@MaiusPartners
Feb 12, 2025
Yonex (TYO:7906) – The Undervalued Racket Giant 🎾📈 1/ Yonex is a dominant force in badminton & is rapidly gaining ground in tennis—yet the stock is still trading at 8.5x forward EBITDA. Here’s why this high-growth, underappreciated gem deserves your attention: 🧵👇
8.9K
Maius
@MaiusPartners
Aug 26, 2025
🚨 New Deep-dive note out 🚨 6 months ago, we profiled Yuchai $CYD before it shortly doubled, this time we do it again and explain why it’s our preferred US listed play on the data-center theme, we also provide detailed comparison against Weichai $PSIX for our U.S. followers.
25K
Maius
@MaiusPartners
Aug 21, 2025
As a special thank you for the influx of new subscribers, we have written up our $em thesis in full detail
Maius
@MaiusPartners
Aug 20, 2025
Hillhouse new 13D out, quite a fascinating read-through for $EM and we think probability of escalation increases. Continue to like the r/r here and well done to everyone who made money on this one so far. sec.gov/Archives/edgar…
5.2K
Maius
@MaiusPartners
Nov 6, 2025
Replying to @illyquid
The Company’s updated full-year outlook—“anticipating 45% sales growth in 2025 vs. 2024”—warrants closer attention to implied Q4 trends, as YTD growth already stands at 60%. Meanwhile, the 400bps gross margin contraction from Q225 to Q325 in the largest AI bull market, though
39K
Maius
@MaiusPartners
Jan 23, 2024
Replying to @BeijingDai
The only thing America reliably produces is obesity, the work ethic just isn’t there…
2.5K