Dec. 11 at 8:01 AM
$VNET | 2026 High-Conviction: VNET US - Thesis Strengthens Into 2026 (Chips, Demand, Execution)
"VNET benefits most as H200 clarity lifts chip risk and 3Q results resolve major investor concerns. We see VNET as one of the strongest 2026E calls in China AI infrastructure." - Raj S, CA, CFA
Read more: https://www.smartkarma.com/insights/2026-high-conviction-vnet-us-thesis-strengthens-into-2026-chips-demand-execution