BlockBeats News, August 18th. Since Liquid Capital (formerly LD Capital) founder Li Hua expressed optimism for Axe Compute (NASDAQ: AGPU) on July 27th, the company's stock price has risen by over 50%, with a market capitalization reaching $123 million.
Li Hua initially believed that the "computing power track's most certain Alpha opportunity often lies in the extreme valuation difference! The US stock AGPU recently secured contracts worth over $1.6 billion, with future ARR reaching $384 million, yet the market capitalization is less than $100 million, and the P/ARR ratio is only 0.2 times! Compared to the heavy asset-burning, deeply loss-making CRWV (market capitalization of $50 billion), AGPU's "light asset Access + exclusive Build" hybrid model is simply a dimensionality reduction blow."
He then posted again today, stating that the company is severely undervalued, with four major positives released in the Q2 financial report.

