Robert Nass @nassquantum · 05 Aug 2026
MiniMax is down 81% from its peak. The business is growing 159%. I dug into the financials beneath China's token market: the ARR curve, the ~7x forward EV/ARR, and three 12-month scenarios. The chart says fallen star. The ARR says something else. https://t.co/dt7j65wnRt
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