Zhipu Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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08:35
Jul 09
Jul 09
Zhipu surges 22% on AI enthusiasm
Zhipu, a Chinese maker of large language models and software, surged as much as 22% after completing a $4 billion capital raise, signaling strong investor excitement; the company has repeatedly raised token prices as it rolls out new models, indicating pricing power and AI momentum.
MED
04:41
Jun 26
Jun 26
Zhipu valuation implies impossible growth expectations
Zhipu, the Chinese AI model maker, is drastically overvalued: a reverse DCF implies it must grow free cash flow at a 93.7% CAGR over ten years to justify the current price, it is heavily loss-making with losses widening to around $830 million, it lacks sustainable competitive edge against better-resourced rivals like Alibaba, Tencent, and ByteDance, and the market is pricing in completely unrealistic future growth.
HIGH
01:34
Jun 26
Jun 26
The tweet suggests a pair trade shorting OpenAI and long ZHIPU based on Chinese model dominance.
The tweet suggests a pair trade shorting OpenAI and long ZHIPU based on Chinese model dominance, but the language is speculative and not a confirmed position.
LOW
01:26
Jun 24
Jun 24
Announcement of new perpetual listing, no directional opinion expressed.
LOW
19:40
Jun 22
Jun 22
Author expresses excitement about Zhipu and regrets not sizing heavier.
Author expresses excitement about Zhipu and regrets not sizing heavier, but no explicit position or forward call is stated.
LOW
08:22
Jun 22
Jun 22
Chinese AI project ZHIPU is now available for trading with 10x leverage on Hyperliquid.
Chinese AI project ZHIPU is now available for trading with 10x leverage on Hyperliquid with tradexyz as the deployer.
06:33
Jun 22
Jun 22
Watch ZHIPU as cornerstone shares become sellable July 8; no directional stance.
Watch ZHIPU as cornerstone shares become sellable July 8; no directional stance, potential supply overhang.
MED
06:26
Jun 22
Jun 22
Zhipu overvalued amid widening AI losses
Zhipu's stock price is disconnected from fundamentals; consensus estimates show operating losses widening by 70% since IPO, driven by loss-leading agentic AI products, and losses are expected to widen further into 2027.
MED
04:35
Jun 22
Jun 22
Author notes high open interest and rapid activity in the ZHIPU listing on Hyperliquid.
Author notes high open interest and rapid activity in the ZHIPU listing on Hyperliquid, but does not state a personal position or directional call.
LOW
02:39
Jun 22
Jun 22
Watch ZHIPU as it launches on Hyperliquid with leveraged trading.
Watch ZHIPU as it launches on Hyperliquid with leveraged trading; no explicit author position or directional call.
MED
20:46
Jun 18
Jun 18
Watch ZHIPU perps listing on Hyperliquid as a new trading venue.
Watch ZHIPU perps listing on Hyperliquid as a new trading venue; no author position or directional call.
MED
20:30
Jun 18
Jun 18
A new HIP-3 ticker called $ZHIPU has been purchased for 500 HYPE worth $34,375 by the account.
A new HIP-3 ticker called $ZHIPU has been purchased for 500 HYPE worth $34,375 by the account @tradexyz.
06:20
Jun 17
Jun 17
DeepSeek price war limits Zhipu's pricing power.
Zhipu faces headwinds from DeepSeek's low-cost models (V4 Pro, 5.2) that set a price floor and steal token share, limiting Zhipu's pricing power. The upcoming lockup expiration could add selling pressure, and valuation is extreme at 87x forward sales versus Anthropic's 21x trailing.
HIGH
About Zhipu Investor Commentary
Across the available history and selected sources, Buzzberg tracks Zhipu across 6 sources: 1 bullish vs 3 bearish calls from 9 authors. Historical directional balance: -15% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 13 total trade ideas tracked. Latest voices: Paul Dobson, Robert Lea, hansolar21.