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Q: Can I get your thoughts on GDS Holdings Limited as a competitor to NVDIA and possible beneficiary of the move to growing more data centers in Asia and elsewhere. Would it be a company you would be okay with taking a small position at the current price?
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- JD.com Inc. (JD)
- Hello Group Inc. (MOMO)
- GDS Holdings Limited (GDS)
Q: Given whats happening in the US senate now would you dispose of any holdings of BABA, GDS, MOMO, etc?
Re the delisting issue.
Your urgent response would be appreciated.
Thanks
Sheldon
Re the delisting issue.
Your urgent response would be appreciated.
Thanks
Sheldon
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