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ROIC Study 3: Eoptolink — Fully Priced In

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ROIC Study 4: Zhongyida — A Company to Avoid

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ROIC Study 1: Tongzhou Electronics — Avoid the ROIC Trap

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Xingye Silver & Tin: Executive Summary

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YOFC (601869.SH / 06869.HK): Comprehensive Due Diligence

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YOFC (601869.SH): Technical Outlook — Wait and See

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After the Subsidies Recede: Revisiting My Compute Valuation Model

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Running Claude Code Locally on a 128GB Mac Studio

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Hengrui Pharma (600276.SH): Watching the Fundamentals

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Hengrui Pharma (600276): May 2026 Bearish Technical Outlook

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Lingrui Pharmaceutical (600285.SH): Bullish Technical Outlook

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Lingrui Pharmaceutical (600285): A Bearish Fundamental View

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