According to @LexSokolin, Cambricon Technologies’ H1 2025 revenue jumped 43x year over year to 2.88 billion yuan (about $403 million), underscoring exceptional top-line acceleration. According to @LexSokolin, the company is trading near a 554x P/E, which he characterizes as being driven by vibes and geopolitical narrative, indicating sentiment-heavy price action. According to @LexSokolin, current catalysts include domestic demand, state backing, and decoupling tailwinds, framing the near-term trading narrative for China’s AI chip leader. According to @LexSokolin, the update does not reference any direct cryptocurrency market impact.