Some start to realize that $XPeng (XPEV.US)$ will deliver wh...
Some start to realize that $XPeng(XPEV.US$ will deliver what $NIO Inc(NIO.US$ (the investors' overhyped darling) promised: solid growth with good products-- the best self-driving car in China, no competition.
$Tesla(TSLA.US$ is also hiding in the bushes - P7 sedan: 30% more sales than Tesla 3 in Q3- I can't wait for P5 compact sedan to finish Tesla off finally - Tesla is beaten in China and probably soon in Europe - combined over 80% of car market globally?
I also forecasted (end 2020) that it should pass 100k car per year capacity. Staggering growth vs. NIO (yes! the Chinese Tesla!). I am curious also about their deployment in Europe.
Finally, $Li Auto(LI.US$, $BYD Co.(BYDDF.US$ are also interesting plays but without the finesse and tech of XPEV.
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Kieron Morley : Not a big disagreement. But Huawei self driving is pretty good too. I doubt a brand using Huawei can compete with Xpeng on price though. Substantial profit margin would go to Huawei.
Spider-Man to moon : it will end up like BABA. VIE doesnt work
Sam White Spider-Man to moon: notorious short seller
jake Nho : Why XPeng Shares Jumped and Brought Nio Along for the Ride