u/PineapplePooDog

The author argues that China tech's 'DeepSeek moment' isn't over, pointing to Cambricon's 2025 revenue guidance of 6-7B yuan (up 410% YoY) and a swing to ~2B yuan profit as evidence of AI infrastructure growth. A potential catalyst is a DeepSeek V4 or next-gen AI agent launch in Q1, which could trigger another leg higher. The main risk is that most US-listed China tech ETFs underweight A-share AI chip exposure, making the ETF angle tricky.

The author argues Algorhythm Holdings' SemiCab logistics division is gaining meaningful traction after securing a Unilever contract expansion valued at roughly $1.6 million, more than 10 times the original pilot. SemiCab's annualized revenue run rate reached $9.7 million in 2025, up about 300 percent, with Q3 revenue of $1.7 million up 1,273 percent year over year, and expanded engagements with Marico, Apollo Tyres and Provisi.ai support the AI-driven logistics pivot. The author frames this as a long-term growth signal from partnering with a globally recognized company, while noting RIME is still unprofitable and execution risks remain.