Eshcol : XPeng's Achilles' heel is that it hasn't started generating profits yet. The current situation feels somewhat like a return to three or four years ago, with big ambitions and massive investments but still operating at a loss. There was an expectation that XPeng would turn a profit this year, but its performance has plummeted instead. If it can't generate earnings, the stock price will struggle to make meaningful progress.

Eshcol : Wait for China to act on Iran. We should see some good updates soon.

Eshcol : the real money will be with the miners. When more and more miners start to report huge cash piles they have , the market will start chasing them.

Eshcol TACO Tariff Sheriff OP : The oil price is something that oil producers can manipulate. Trump and his Arab allies may be able to increase oil production and bring down the price after hormuz is opened. On the other hand, gold and silver will probably continue  to go up. Hopefully, the downside that you mentioned will be minimal before the miners start to rocket in the second half of the year.

Eshcol : Market is buying the idea that QS can tap into the growth of AI data centre and servers.

Eshcol : Tesla is clearing the way for companies like xpeng.

Eshcol : xiaomi is relying on xiaomi users to boost sales. The embarrassment caused by cheating marketing gimmicks and poor quality and safety of its EV in China probably will continue to affect them for sometime to come. Nio is a time bomb because of its battery swapping system. It is a burden for them to expand overseas. Battery tech is already charging faster and able to store more. Eventually it will make battery swap redundant. I agree Leapmotor is a dark horse that seems to get everything right. XPeng need to change their marketing technique if they want to conquer the global market. They should learn from Apple.