CXMT/long
CXMT IPOs at just 1.6x projected 2026 revenue — one of the cheapest large-cap semiconductor listings on record
So $80B mkt cap on potentially $50B+ revs this year.
Peak+3.4%
CXMT IPO value thesis: $80B market cap vs $50B+ 2026 revenues at 75% gross margins — one of the cheapest large-cap semiconductor listings on record, listing July 27 on Shanghai's STAR Market.
originalSo $80B mkt cap on potentially $50B+ revs this year.