$BYD COMPANY(01211.HK)
🚗 BYD Launch Event Highlights
The latest launch event by BYD have only strengthened my conviction. This is not just a car company anymore it could be a global tech and semiconduc...
Li Auto Q1 2026: revenue RMB 23 billion, down 11% YoY. Deliveries 95,142 units, up just 2.5%. Gross margin collapsed to 7.9%.
Q2 guidance came in below analyst expectations: 95,000–100,000 deliveries,...
If Li Auto Q2 guidance is already below consensus, does that mean the EREV segment is getting squeezed by BYD's lineup? Or is this more of a macro demand issue in China?? Trying to understand what act...
🏆[Week 6] The Finale: Separating the Cash Anchors from the Growth Burners 😁
How do my stock holdings stack up financially? Here is the quick breakdown of their financial strength by tiers from strong...
[Week 4 - My Portfolio Health Check]
Used some saving for BYD and Xiaomi.
Build our dreams!
Why the Upcoming Space IPO Could Matter for Markets
The upcoming space IPO could be a major signal that investors are ready to treat space as a serious public-market theme, not just a futuristic idea. ...
This week's community feed clustered around NVIDIA's earnings print, the Cerebras IPO landing into a NVDA-dominated AI chip market, and a clear China-EV conviction call on BYD. 📊
[Week 5] Portfolio Health Check: Riding the Volatility Wave 🌊
1️⃣ Current Holdings
I continued to adjust my weightings and leaning further into my high-conviction plays. My sector distributions are:
🟢 ...
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $BYD Company(BYDDY.US) BYD ACCELERATING TALKS OVER ENTERING F1: FT
Q2 total revenue is expected at RMB 850–900 mn.
LiDAR shipments are estimated at ~650k units.
