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Update on my book Freedom of Money. The launch is set for next week. Unless the editors pull me in for one more round 😂 E-books are now available for pre-order. English 👉 a.co/d/08NMxBOH Traditional Chinese 👉 a.co/d/01f7iQTn The English physical book will also launch next week. Regional language editions will follow in the coming months — taking a bit longer, but we’re on it.

New position last night 3393.HK Wasion Holdings Limited Their brand new March 2026 earnings report explicitly shows they are pivoting away from legacy grid metering into "Digital-Intelligence Energy." Their data center contracts surged 100% year-over-year to RMB 1.6 billion purely fueled by AI-driven demand and prefabricated power distribution cabins. They act as the toll booth for plugging in hyperscale compute. Cycle Stage: Stage 3 (Momentum/Scaling) rapidly approaching Stage 4. They just posted a 50% year-over-year surge in net profit to roughly RMB 1.1 billion. The inflection point has occurred, and the market is actively repricing the stock Target: HK$65.00 (Full multi-year deployment of their "East Data, West Computing" pipeline and massive overseas expansion in Mexico and Europe, commanding a premium 30x+ tech-infrastructure multiple). Market Opportunity : The GW-scale compute deficit is universally constrained by power grid availability. Catalysts, the massive 50% net profit beat reported on March 26, 2026; proposed dividend hikes; official renaming of segments to highlight the AI/Digital-energy pivot. Tailwinds : sovereign AI infrastructure mandates globally Alpha : The market is just now digesting the March 26th annual report. Generalists still screen them as an industrial smart meter company, ignoring the AI data center pivot.