Reinventing the Millennium.
Chapter 1459 Fear (5k)
Chapter 1459 Fear (5k)
Yi Ke returned at a rapid speed, which was beyond everyone's imagination!
It is evening in the United States and morning in China. Many media are paying attention to the results of the election. At this juncture, Yike, which was previously in a production capacity dilemma, suddenly released major good news one after another...
It was too late for the paper media to officially report on the situation, so most people could only use the Internet to follow the latest developments.
As for television media, even CCTV obviously reported the relevant information about Yi Ke in an interruptive manner, so everyone knows that the level of confidentiality this time is extremely high!
By the time more people got the news and rushed to TikTok, Fang Zhuo's account had already shut down the live broadcast, but the relevant video clips were going viral on the entire network. Whether it was the content of the three banners he read or the declaration that the world should feel the coolness and heat together in peace, it all lifted people's spirits and even the hidden worries were dispelled.
With this kind of ceremony and this kind of open announcement, it definitely can't be fake!
For a person of Yike's stature as the head of the company and Mr. Fang, a figure who has been vilified by Wall Street since the conflict, to announce his return in this way must mean that he has really made a key breakthrough!
So...what are you standing there for? Get ready to buy it!
Prepare to buy YiKe concept stocks, prepare to buy YiKe-related concept stocks, prepare to buy YiKe Hong Kong stocks, and if conditions permit, you can also buy YiKe US stocks!
what?
Has Yike's stock price in Nasdaq's after-hours trading risen sharply?
14.5%? ?
The market value jumped directly from US$2113 billion to US$2419.4 billion?
Nasdaq's after-hours trading hours are from 4 p.m. to 8 p.m., and liquidity is usually not very high. However, major business changes like Yike's are not common. The stock price has been pulled up since the official announcement was made through the live broadcast, ushering in a super rebound!
By the time many people realized what was happening, Yike's market value had quickly surpassed Alibaba.
At 7:40 in the morning of that day, Robin, the head of Duji who had been quite diligent recently, was on his way to the company for a conference call. When he finished his speech, he suddenly heard the driver's hesitant voice.
"It seems to be...Mr. Fang outside?"
Robin suddenly looked outside and saw what seemed to be an informal photo of Yi Ke's leader appearing on the big screen on the side of the road, with a banner on it.
He was stunned for a moment, then quickly opened his phone and saw the latest news.
"Is Yike's production capacity problem solved?"
Robin exclaimed before he could turn off the microphone.
Then he immediately ordered: "Quick, quick, turn around! Go back! Go back, it's broken!"
Robin turned around hastily, then realized that the conference call was still going on, and immediately said, "The meeting is suspended. We'll resume it in the morning when we get to the company."
The conference call was suspended. However, the exclamation and reaction of the head of the company made the executives attending the meeting couldn't help but have an idea in their minds: Yike's production capacity has been restored, which is indeed amazing, but, Robin, why are you so nervous?
Robin, you, you...you're not going to buy it, are you?
As we all know, once Yike's key problems are solved, the bears will inevitably suffer the most...
But the boss is so busy that he can’t even take care of the company’s affairs. Could he really buy it?
In fact, Robin didn't buy it.
However, his family office made a considerable amount of financial management, and the person in charge of the family wealth was his wife who once again faded out of the company.
When Robin returned, he called his wife's phone, but found that the line was always busy. He guessed that she had already known about the emergency and was contacting the relevant parties.
However, when he got home and met his wife, he knew something was wrong when he saw her dazed look.
"How is it?" Robin asked bluntly.
"The phone call from New York was unresolved. No, it only went through once, and they said they were paying attention to the situation, and then we kept on the line." Ma Dongmin has been in charge of the family finances again since he failed in his role as the strategic investment director of the company. This time, he was extremely cautious in participating in the short selling of Yike.
Unexpectedly, Yike, which was almost in a dead end, was about to wait for the release of its Q3 financial report, but the whole situation suddenly reversed!
Ma Dongmin murmured, "What's going on? Didn't everyone say that Yi Ke would be successfully shorted this time... This..."
Her mind is still confused.
"Contact the fund you invested in, contact them and ask them to close their positions immediately!" Robin looked heavy-hearted. He had tacitly agreed to participate in this event. No matter what the signal was, Yi Ke would be defeated by the short sellers this time, but...
Ma Dongmin made a phone call in front of her husband, but the other party was still on the phone.
She put down her phone and asked with a bleak expression: "How could this happen? How could this happen?"
Robin was silent for a while, then said, "I can only say that Yi Ke is stronger than I imagined."
It seems that it is just a matter of time before losing, but who knows when the good news that Yi Ke is showing now will be completed.
On his way back, he saw multiple pieces of overlapping good news, which seemed to be a crazy counterattack by Yi Ke. It was definitely not just the breakthroughs in the past two days.
"This Chanos is the 'short-selling master' of Wall Street. He, he assured me!" Ma Dongmin took a long breath, "He assured me that Yi Ke would definitely not be able to turn the tables. He is the 'short-selling master'!"
Robin looked at his lady's loss of composure and couldn't bear to say what was already in his throat.
Chanos may be a real "short master", but he also met a real "short killer"...
The so-called guarantee, the so-called irreversibility, seemed very sure at the time. Now thinking back, maybe the other party should have had more necessary confidence...
This kind of confidence is really more precious than gold...
Robin inevitably sat on the sofa in frustration.
"Ah, the Knicks United Fund called back!" Ma Dongmin suddenly spoke, then dialed the number, turned on the speaker, communicated with the person on the other end, and expressed his desire to close the position immediately.
However, Knicks United Fund rejected the client's request, saying that the time had not yet come and the current situation did not mean that the short sellers would definitely lose.
"No! Close the position now!" Ma Dongmin strongly reiterated his request.
“Our fund has operating regulations and will definitely create returns for clients, but clients should also act in accordance with the contract we signed.” The person on the other end of the phone refused again, mentioned the closed period of operation of the hedge fund, and then ended the call.
Ma Dongmin held the phone and looked at Robin lying on the sofa.
Robin stared at his wife in a daze and slowly uttered two words: "It's over..."
Is it finished?
It's not over yet!
Chanos, president of the Knicks United Fund, woke up after feeling a sharp pain in his cheek.
I was drinking and partying, and the world was full of joy, but somehow I heard someone desperately shouting my name in my ear.
"Chanos, wake up! Wake up! Something happened! Wake up!"
"Pah, pah, wake up, wake up!"
"Chanos, Ikote is alive!!"
Chanos felt pain on his cheek in a trance and was constantly shaken. He finally woke up from his intoxication and looked blankly at his fund colleagues who were surrounding him.
Before he had time to think about where the red wine and beautiful women had gone, he heard a series of news.
——Breakthrough in photoresist, resumption of work on Bingxin, market distribution of Yike products, and small-scale mass production of SMIC’s 10nm process.
Chanos felt the alcohol in his body quickly fade away, replaced by a chill that rushed from his heart to his forehead!
"I slept for two days, didn't I?" Chanos struggled to get up from the bed, and asked in shock, "Am I dreaming?"
My colleagues in the fund industry around me answered this question with grim faces.
Chanos grabbed his phone and checked the time. Only half a day had passed!
He forced himself to calm down, but then he heard the ringing of cell phones in the room again. He shouted in frustration, "Get out! Everyone get out! Ivan, stay!"
Everyone else went out, leaving only Ivan, who had slapped the boss's face the hardest.
But Chanos had no intention of pursuing these questions now. He gloomily glanced through the series of news he had just heard.
The more he watched, the more frightened he became. He didn't expect Yi Ke to launch a fierce counterattack at this time.
After seeing his boss finish reading, Ivan reported another piece of news: "Yi Ke's stock price rose as soon as the live broadcast started in Hua Xia. MIGA's manipulation must be involved."
Chanos is a "short-selling master" and is not just a name. He nodded silently, thinking about the situation, and quickly said, "The speed of Yike's photoresist exceeds industry expectations, but even if there is a breakthrough, the quality will only barely meet the standards."
"Bingxin's production capacity needs to be increased. Yike's market competitive advantage will not return in a short time. Let the media report this and then find experts to clarify the quality issues of photoresist and related cost issues."
"Let Louis contact Taiji. Taiji's 10nm has already started risk trial production. Lobby them to come out and compete. We can't let SMIC's 10nm become the only force in the market. That would be too much of a boost to Yike's momentum!"
“Contact Samsung and urge them to release their Q3 financial report in advance to show the market share they have already gained!”
“Let everyone express their opinions on different media platforms. We must ease the emotions in the secondary market and not let them get dragged into an irrational state!”
"As long as we can hold on until Yike's Q3 financial report comes out, we won't definitely win, but at least we won't lose much!"
“Calm down, calm down, calm down!!”
"Yi Ke's Q3 financial report is coming out in a few days, and this deadline cannot be delayed!"
Chanos spoke very quickly, arranging various tasks to deal with the good news about Yike.
Finally, he asked, "Did Griffin call?"
Griffin is the head of Castle Investments. He has the highest net worth, close ties with many politicians, and the most clients. He can drive a lot of resources both overtly and covertly.
Ivan shook his head and replied, "Paulson called. He was...very worried."
Chanos just talked about a lot of responses, but he is also very worried now. However, worrying cannot solve the problem.
Since I am doing this, I have also experienced many ups and downs.
He also faced a lot of pressure when he shorted the world-famous Enron Corporation. At that time, Mr. Fang was in some corner and had not yet entered the industry.
YiKe's counterattack now is indeed more powerful, but the fundamentals in Q3 are still quantitative and must be very poor. If there are scale problems with the production capacity of photoresist, as long as the initial irrational emotions are overcome, it may not be impossible to fight it again.
Chanos thought about it again and again, and said slowly: "This is a game! Don't be scared by Yi Ke and Mr. Fang! Besides, this short selling of Yi Ke is unprecedented, and everyone will not sit and wait to die!"
YiKe has topped the Nasdaq's short positions for four consecutive times. Many well-known and low-key institutions have already entered the market. How can they tolerate a third short squeeze!
Chanos emphasized this point: "People are not going to sit and wait to die! Call Blake Griffin. I want to talk to him!"
However, Griffin's phone was never connected.
Just as Chanos' heart was beating faster and faster, the call from the head of Castle Investments finally came through.
"I'm in Washington." Griffin didn't bother to say hello, and his fatigue was apparent as soon as he spoke. "I took a helicopter to Washington. BIS attaches great importance to China's breakthrough in raw materials. They will probably impose additional restrictions as soon as possible, which will be a negative."
He took a breath and continued, "I hope that all people in the same camp, no matter what method they use, will lobby Washington to take action and release the bad news about Yike in the European market as soon as possible! This will be a very effective expectation! Let Bloomberg first, let Bloomberg release such fake news!"
Yike’s Q3 financial report will be released in a week.
Just waiting like this now will only allow Yi Ke to blow up the shorts!
After-hours trading in Yike stock has gone crazy, and this will inevitably spread to the Nasdaq market the next day!
The fundamentals of the Q3 financial report are not useful now. Yike has given a major expectation to solve the Q3 dilemma. So, the best way is to respond with an equally major expectation.
This is how news from European markets works.
Ever since he shorted Yico, Griffin has been busy. He has been asking people to lobby Washington, hoping that they would put more pressure on Europe. Now he flew to Washington in person as soon as he received the news of Yico's counterattack.
Regardless of whether we can get the desired results or not, let Bloomberg and other authoritative media release false information in this regard first and use it to cool down the secondary market!
"Okay, I will make every call myself!" Chanos' voice had become hoarse at some point, and he said solemnly, "I will unite all the forces I can!"
He now regrets not doing these things earlier.
If he had spent his time drinking and partying on this, Yi Ke would have been defeated long ago!
But I can’t regret it now, and I can’t let these negative emotions consume my heart!
Chanos hung up the phone and began to issue orders and notifications one by one, trying his best to cool down Yi Ke's counterattack and unite to play a game with Yi Ke.
However, when he called a congressman, the voice on the other end of the line was extremely impatient.
"Yi Ke? What Yi Ke? Chanos! I don't have time for these things. Damn it, North Carolina is going to be taken by Achuan! Oh my God! It's crazy, is this world crazy? How can he take North Carolina!!!"
The MPs’ voices ranged from impatience to angry roars.
It was at this moment that Chanos suddenly realized that a crucial showdown was taking place on another battlefield tonight!
Now, the outcome of this showdown has gradually become clear as the key swing state "North Carolina" has gone to Trump. The 15 electoral votes in North Carolina have made the vote count between the two sides 216:197. As long as 270 electoral votes are obtained, it means the final victory.
Chanos was surprised and paid a little attention to the situation. He found that many media had reported the incident immediately. Then, he had another worry in his mind: would this result, which was contrary to common perception, lead to changes in Washington?
Although YiKe’s US market was divested by Washington, the transaction of power and money never sleeps, and the dormant MIGA fund cannot do nothing!
Chanos almost had a physical nausea reaction as he thought about what might happen.
He forced himself to drink a glass of ice water and continued with his actions, which he didn't know if they were useful or not.
However, with North Carolina captured, the situation in this election showdown further revealed the outline of the winner.
At one o'clock in the morning, Achuan publicly announced that he had obtained more than 270 electoral votes, and received a call from Achi congratulating him on his victory.
"Now is the time for everyone to bridge their differences and come together again!"
Trump announced that he would appear in Manhattan to deliver a victory speech.
Chanos was shocked by this unexpected election result, believing that this guy would inevitably exacerbate domestic divisions. He then became more worried about the possible impact of Washington on his short-selling business.
At 1:30 in the morning, the media is sleepless, the short sellers are sleepless, and the winners and losers are also sleepless.
At the same time, it was two o'clock in the afternoon in China, and Yike's official website suddenly updated two new notifications.
——The new Selfy folding concept phone is coming!
——Mars 10 Pro is equipped with the world's most powerful chip using the new 10nm process and is available for pre-order today. It will be shipped on December 12 at the latest!
The next minute, Fang Zhuo’s Twitter also released the same message.
It’s just November 11th, Eastern Time, and Yike has… released a new phone?
Mars 10 Pro?
10nm process?
Aren't you going to hold a press conference? Aren't you going to introduce your flagship product?
You want to sell goods with just these two lines of words, no, just this one line of words?
Chanos was stunned!
SMIC did announce a small-scale mass production of 10nm, but even if Yike is pre-selling and will not ship for another month, aren't you moving a little too fast?
Are there any problems with your yield rate, your production capacity, etc.?
Or...Yi Ke has already released the news at this time regardless of the cost...
Chanos felt a deep chill, as if he saw Mr. Fang's cold expression and his cruel and desperate voice.
——"I want an empty head to die!"
The phone rang.
Chanos reached for his phone and found that his hands were shaking.
He controlled his body, which was suddenly shaking, and dialed the number from Griffin.
"Bad news. DuPont wants to apply for a license for ice core trade." Griffin said tiredly, "DuPont is crazy, Yi Ke is also crazy..."
Chanos seemed to hear a louder voice.
——"I want the airhead to die!!"
He shook his head to get rid of his auditory hallucinations and asked in confusion, "What should I do then?"
"Go to Nasdaq, go to Nasdaq, we can't let YiKe open like this." Griffin said on the other end of the phone.
"Is it possible? Is it possible?" Chanos suddenly felt a glimmer of hope.
Griffin was silent for a while: "Try it. I have two Nasdaq clients."
He repeated: "Try it, maybe it will work."
The call ends.
Chanos curled up on the sofa, holding his cell phone, feeling an endless chill enveloping him.
He thought of Yi Ke’s past achievements, his colleagues who had been annihilated, and the man who controlled everything.
Not only him, but all those who shorted YiKe, they all remembered the glory of YiKe and the president Shiyihao who shaped it all.
That night, all the short sellers remembered the fear of being dominated by Mr. Fang!
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