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...
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 ...
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 cycl...
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 a...
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 trilli...
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 o...