In my previous coverage of Microvast (NASDAQ: MVST ), we were heading into 2Q25 earnings. Now, we're seeing the company go through a bit of change, from a niche commercial EV battery supplier to a very flexible cellI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d ...