特斯拉不到2千我不卖

$Rocket Lab(RKLB.US) I sold 80% of my position at 145. At the current price, I must leverage up and still see it reaching 200 by year-end.

$XIAOMI-W(01810.HK) The bad news has been fully digested, it can stop falling now. Target for July is 35 yuan.

$XIAOMI-W(01810.HK) Folks, I have to admit that my Xiaomi investment over the past year was a failure. Yes, it failed on almost every trading day of the year. Looking back now, it's certain that if I had sold out and shorted at any trading day in the past year, I would have made a decent profit by today. Although I'm saying this with the benefit of hindsight, it's undoubtedly correct. What I've said above is the final verdict, it's a fact that has already happened, and I accept it. Alright, so how do I view Xiaomi going forward? Answer: Overall optimistic, in three parts: 1. Smartphones. Apple's AI being excluded from the mainland means that part of the market represents future growth. The smartphone business won't keep falling endlessly; it will rebound due to trade protection. 2. Cars. Autonomous driving is a growth area. As the automotive industry shifts towards the era of autonomous driving, Xiaomi definitely won't be left behind. This part will also see a rebound. 3. AI. In the AI era, it's not about technology, but about capital, computing power, users, and trade protection. In short, within the domestic market, I think Xiaomi is a good target. Xiaomi makes up 15% of my portfolio, which is insignificant. Emotionally, I don't want to admit defeat, just like with a favorite sports team, I'm willing to bet on its win. And it does have a chance to win, that's enough. In the next 6-12 months, Xiaomi will double.

$Rocket Lab(RKLB.US) Little Rocket is about to have a super positive catalyst! Regarding the whereabouts of that $1 billion from a while ago. A huge order for 2800 constellation satellites, with the stock price target at $500, that's right, $500. Corresponding to a market cap of $300 billion. Of course not this year, but maybe we'll see it before the end of next year.

$XIAOMI-W(01810.HK) If I don't understand, I'll ask. For a Nio to go from Beijing to Shanghai, does it need to swap batteries 5 times?

$Tesla(TSLA.US) I keep telling myself: if you don't look far enough ahead, you simply can't hold on. So during this round of decline, I decisively added to my position at 340.

$Rocket Lab(RKLB.US) has officially completed the acquisition of the German satellite laser communication company mynaric. This is very beneficial for fulfilling the SDA contract, and can further reduce costs and increase profits. At the same time, it greatly enhances competitiveness for securing the upcoming MTO contract!

$Tesla(TSLA.US) The focus today is whether the Dutch RDW will approve the deployment of FSD in the Netherlands. Tesla spent 18 months and collected 1.6 million kilometers of data. It can be said that the deployment of FSD in Europe has everything ready except the east wind! The most likely announcement time is during the US pre-market session. The stock price is now severely undervalued! Hold on.