SGXPENG@EC2609A

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $XPeng(XPEV.US) Xpeng Launches Internal Robotaxi Testing in Guangzhou

$Penguin Solutions(PENG.US) | Stifel maintains 𝐁𝐮𝐲 on 𝐏𝐞𝐧𝐠𝐮𝐢𝐧 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟕𝟓 𝐟𝐫𝐨𝐦 $𝟔𝟔

$Penguin Solutions(PENG.US) | Rosenblatt reiterates 𝐁𝐮𝐲 on 𝐏𝐞𝐧𝐠𝐮𝐢𝐧 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟕𝟓 𝐟𝐫𝐨𝐦 $𝟔𝟓

China Daily: Humanoid Robots Enter Mass Production

Hahayhahaah$LionGlobal Korea USD(SG9999002364.FD)

Good new business coming for XPEV in the upcoming debut on 2 July

The market keeps going up with minimal pullbacks. That is a market that will run out of air at the top! Be careful everyone. I am staying defensive!

Wah Anthropic almost 1 trillion liao, sure got bubble vibes lah but the monetization damn fast also. For EV I prefer Li Auto's profit discipline over Xpeng growth, and with crude shooting up I keeping more cash this weekend leh

I read somewhere that for AI, one cannot just look at whether the valuation of the company is at a historic high but whether it is justified by a growing demand and at this juncture, the answer seems yes. Whether this demand can bring in profits that will be over and above the amount of capex being poured in is the crucial thing we have to keep an eye on.

Private AI valuations bubble risk, monetization still lags. Li Auto's profit > Xpeng's losses. Hedge crude oil for escalating Mideast strikes weekend.

Anthropic’s implied valuation versus OpenAI reflects investor willingness to price future AI infrastructure dominance before normalized earnings exist. The risk resembles prior liquidity-driven cycles, but unlike earlier tech bubbles, frontier AI firms are already generating meaningful enterprise revenue. Sustainability likely depends less on model hype and more on monetization durability, inference economics, and regulatory outcomes.

In China EVs, Li Auto appears to be prioritizing margin protection while XPENG is leaning into scale and share capture. H2 2026 may favor whichever strategy better converts software adoption and pricing power into sustainable cash flow amid intensifying competition.

Xpeng's Q1 headline numbers look rough. Revenue down 17.6% to RMB 13 billion. Deliveries down 33.3% to 62,682. Net loss widened to RMB 1.78 billion. Headlines are brutal.

But here's what most people are completely missing. Gross margin hit 20.6%, up 5 percentage points year over year. XPEV just improved profitability WHILE cutting volume. In a brutal EV price war, that's actually impressive.

Here's the number that matters: Q2 delivery guidance is 100,000 to 106,000 units. That's nearly double Q1 in a single quarter. If they hit even the low end, this stock looks completely different by end of June. The thesis is unit economics are finally inflecting. I think the bottom was Q1.

The market keeps climbing and the optimism feels excessive. But is that really the reality on the ground? Ask yourself and your friends around you .

Chipmakers and storage companies are reaching trillion-dollar valuations while layoffs continue across many industries. Does it genuinely make sense for the economy to keep moving in this direction when everyday conditions seem so disconnected from the market’s enthusiasm?

Something not right. Stop chasing the high. Trade prudently and keep more money in your bank account.

Holding Xpeng since the lows last year. Wider losses but the delivery number is what I care about. Volume this year, margin next year. Not touching it 💎

The market is still going up with narrow leadership and tepid volume. Unless breadth expands and volume picks up along with it, I am staying safe.

The Xpeng story this quarter is interesting. Wider losses but stronger delivery guidance means they're spending to capture volume. Li Auto is protecting margin but losing topline. Two different bets on the same cycle — and right now the market is telling you it prefers volume growth over near-term profit 👀

US and Iran extended another sixty days of ceasefire, before the extension of ceasefire, both shots each other. don't what will be the agenda.