[Yilihua: AGPU Could Be One of the Most Convincing Alpha Opportunities in the Computing Power Sector] Odaily Planet Daily News – Liquid Capital founder Yilihua posted on the X platform, stating that the most convincing Alpha opportunities in the computing power sector often stem from extreme valuation differences. He pointed out that U.S. stock AGPU recently secured contracts exceeding $1.6 billion, with forward annual recurring revenue (ARR) reaching $384 million, yet its current market cap is less than $100 million, resulting in a P/ARR ratio of only about 0.2x. In contrast, CoreWeave (CRWV), with a market cap of approximately $50 billion, heavy asset investments, and still in a loss-making state, is less competitive compared to AGPU's "light asset Access + dedicated Build" hybrid model. Yilihua noted that AGPU's contract scale grew from zero to $1.6 billion within a few months. Moving forward, he will focus on the company's new orders (management expects new orders to reach $10 billion this year), financial performance, and developments in financing methods.