We came across a bullish thesis on VNET Group, Inc. on Agon Investments’s Substack. In this article, we will summarize the bulls’ thesis on VNET. VNET Group, Inc.'s share was trading at $11.85 as of February 20th. VNET’s forward P/E was 25.64 according to Yahoo Finance.
[caption id="attachment_515252" align="aligncenter" width="750"]VNET Group, Inc. sits at the center of China’s AI infrastructure supercycle, providing hosting and related services to Internet companies, government entities, and enterprises through a...
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