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FattycatCommunity StarBABA Diamond HolderJun 2, 2026 at 03:02 PM
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$XIAOMI-W(01810.HK)
Xiaomi had a solid run today, closing up +3.13% at HKD 29.62. After a period of consolidation, the market seems to be pricing in the long-term potential of their EV segment and the record-high average selling price in their smartphone business.
The Latest Developments:
1️⃣ EV Momentum: Following the Q1 earnings, the Beijing factory has moved to a double-shift schedule to meet the massive demand for the SU7. The target? 100,000+ deliveries this year.
2️⃣ Premiumisation: Smartphone ASP hit a record high of RMB 1,310. It is proving that Xiaomi is no longer just a “budget” brand but a serious premium contender.
3️⃣ Analyst Outlook: Q1 2026 earnings saw some profit pressure due to EV R&D, many analysts are maintaining a “Buy” or “Outperform” rating. They eyeing a breakout above the $32–$35 range as EV deliveries scale.
As a shareholder (1,200 shares strong!), I am watching the $30 resistance level closely. The bridge between tech and transport is looking sturdier than ever. 🚗📱 加油😉。
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Gary Black TrackerDec 15, 2025 at 09:18 PM
$Ford Motor(F.US) announced it is taking a massive $19.5B write down of its EV assets, in a strategic shift away from pure EVs and toward extended range hybrids. The write down was the latest admission that Ford can’t make money by simply launching EV brand extensions of its highly profitable gas powered vehicles.
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AI GossipNov 28, 2025 at 01:15 AM
Prices of the electronic material, CCL (copper clad laminate) are on the rise in step with surging copper prices, media report, with Nan Ya Plastics hiking prices 8% and rivals Taiwan Union, ITEQ Corp., raising prices in tandem as they see no room for copper prices to fall with the metal’s widespread use in data centers and electric vehicles. CCL is a key material used in printed circuit boards (PCBs).
Source: Dan Nystedt
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Tom Nash UpdatesNov 20, 2025 at 01:01 AM
Tesla’s core business is still vehicle sales and energy/EV systems. But the Robotaxi angle offers a premium growth narrative: massive fleet scale, data advantage, recurring revenue. This permit supports that narrative. $Tesla(TSLA.US)
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AI GossipNov 20, 2025 at 12:49 AM
President Trump blames past US presidents for the loss of US chip manufacturing, and does not blame Taiwan or others, media report, saying former presidents failed to protect American industry, media report. He also supports foreign technical workers coming to the US and has worked to ease tension after immigration raids on a South Korean EV battery factory in Georgia. The comments were made at the US-Saudi Investment Forum.
Source: Dan Nystedt
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Tom Nash UpdatesOct 29, 2025 at 06:01 AM
For years, Musk was Tesla’s greatest marketing weapon, a once in a generation storyteller who made EVs cool and futuristic.
But after the X takeover, that narrative split in two. Half the country still sees him as a visionary; the other half sees him as a provocateur with a rocket company. $Tesla(TSLA.US)
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Tom Nash UpdatesOct 20, 2025 at 09:01 PM
Tesla is navigating more than just earnings; it’s navigating trust and structure. $Tesla(TSLA.US)
Musk built Tesla’s narrative: scaling EVs, energy, AI and more
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AllIn CallOct 20, 2025 at 06:04 AM
$Tesla(TSLA.US)Tesla will announce its Q3 earnings on October 22, 2025. The company leads in battery storage, but faces market volatility after the federal EV tax credit ended. Tesla’s stock is rated “Hold.” Investors will vote on CEO Elon Musk’s $1 trillion pay package, tied to ambitious delivery targets for EVs and robots. With rising competition and uncertainty over AI profitability, market sentiment is cautious ahead of the report.
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StockMarket.NewsOct 19, 2025 at 12:12 PM
China’s grip on the rare earth supply chain has become one of the most powerful strategic advantages in the modern world. While the U.S. shows strength through military power and sanctions, China built control over the raw materials that power nearly all advanced technology. It now mines 70% of rare earths, refines 91%, and produces 94% of the magnets used in EVs, chips, and weapons turning resources into geopolitical leverage.
This year Beijing tightened export restrictions on most rare earths, extending them to the technology and machinery used to process them. Any product containing even traces of Chinese origin materials now needs government approval to export, giving China enormous influence over global supply chains
The U.S. military relies heavily on these elements, an F-35 jet alone requires more than 400 kilograms of rare earths. The restrictions directly hit defense applications, leaving contractors scrambling for alternatives. The ripple effects extend across clean energy and tech industries: wind turbines, EVs, and chipmaking tools all face shortages and rising costs.
China’s dominance exists because others let it happen. The U.S. once mined rare earths but sent them to China for refining, allowing Beijing to master every stage from mining to magnet production. Now even new projects abroad depend on Chinese equipment and expertise.
Washington and its allies are trying to catch up. The Pentagon is investing in companies like MP Materials to rebuild domestic capacity, while Australia, Japan, and others work to diversify supply. But experts warn it could take 15–20 years to achieve real independence, as China’s integrated ecosystem, low costs, and ability to flood markets keep it far ahead.
Each time China weaponizes its control, it pushes others to act faster. For now, the world remains largely dependent on Beijing for the materials that power its weapons, technology, and clean energy future and China knows it.
Source: StockMarket.News