NVDA
NVIDIA
-- 131.280 TSLA
Tesla
-- 290.800 SMCI
Super Micro Computer
-- 51.110 PLTR
Palantir
-- 89.310 APP
Applovin
-- 331.000 
December Surprises
$XPeng (XPEV.US)$ X9 “ 8 seater” version launched = X9 launched upgradable massage chair option for front passenger seat for both existing and new X9 owners. Record monthly delivery for XPeng at 30,895 on track to achieve 87K-91K delivery for Q4. He Xiao Peng is truly an Engineering guy, no exaggeration, just work hard to deliver. 👍🏻 XPeng is entering the positive cycle as mentioned by He.
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TWeiT OP : Expecting to surpass the record again in December. Increase will be coming from
1. MONA production yet to hit announced ramp up of 20K, currently 10k+(current Nov estimates12K-14K)
2. P7+ only delivered 7K, though 10K came off production line, meaning 3K yet to be collected by owners before cut off. Currently P7+ target capacity is 10k, thus 3K upside for Dec.
3. Exports is going to increase as more countries receive deliveries like Australia, Middle East countries and South East Asia countries, adding on more newly signed countries like UK, Nepal, Ireland.
Only concern is its production capacity and supply chain as He mentioned that they are already running 6 days a week and on dual shifts. How much can they increase? Whether the supply chain can keep up? Possible 40K? Note that the wording of “new starting point” for 30,895, meaning monthly delivery is going to be above 30K?