$Tesla (TSLA.US)$$BYD COMPANY (01211.HK)$$NIO Inc (NIO.US)$$XPeng (XPEV.US)$ Longtime Tesla bear Craig Irwin, from Roth Capital, who has frequently appeared on CNBC to speak negatively about Tesla, just raised his Tesla share price target by a whopping 347% to $380 (from $85). For years, he had called Tesla "egregiously overvalued." Now, he has a BUY rating on the stock. Here's what he said today about Tesla: "This quarter is probably...
Am I reading this right? So,$NIO-SW (09866.HK)$gets held up due to$BYD COMPANY (01211.HK)$battery supply issues, which it might have been able to anticipate earlier. For December,$Contemporary Amperex Technology (300750.SZ)$will supply 6k to 8k per month. How is Onvo going to reach its 10k goal without once again purchasing from BYD to make up the difference in battery supply? If it does, how can it guarantee it won't face similar supply issues? Or have t...
News Highlights 1.$Intel (INTC.US)$stock fell 6% on Tuesday, with the most traded calls are contracts of $27 strike price that expire on Dec. 27. The total volume reaches 40,176 with the open interest of 2,379, and the most traded puts are contracts of $22.5 strike price that expire on Dec. 6. Following the announcement that Pat Gelsinger would be resigning as Intel's CEO, Bank of America published a new roun...
SKYWalkers
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what is the impact on stock price if split into 2 entities? how will this impact shareholders? personally I think, Intel is very strong in design, manufacturing sucks, it is a correct move forward.
$XPeng (XPEV.US)$XPeng registered 9400 vehicles in China for last week. New record high, if this trend continues, it will deliver 40K vehicles for December! China EV insurance registrations for week ending Dec 1: Nio 4,100, Tesla 18,700, Xiaomi 6,300, BYD 97,800
TWeiT
OP
71529569
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XPeng’s concern is production capacity cos they have a strong order book. If production is 9.4K weekly going into December, then we can see even higher numbers for Dec deliveries than Nov.
KDee
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Yea seems like 1800, but per day only 257. To hit 10k deliveries, need 323 per day. Let’s see next week. Ramping up production very important and crucial this month.
Dragon Fish
KDee
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Thats what the market is focus on Onvo delievery as the Onvo President keep insisting no problem to deliver the 10k by this month. Looking at last week 1800 number if it can ramp up extra 500 per week then should be able to deliver exceed 10k on time. Then he can keep his head temporary in tact to have another test in March for 20k.
Dragon Fish
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Onvo President very confident to roll out 20k per month in Mar that is in 6 mths time to surpass Xiaomi record 20k in 7th mth after started the first delivery.
$NIO Inc (NIO.US)$ China EV insurance registrations for week ending Dec 1: Nio 4,100, Tesla 18,700, Xiaomi 6,300, BYD 97,800 China EV insurance registrations for week ending Dec 1: Nio 4,100, Tesla 18,700, Xiaomi 6,300, BYD 97,800
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TMW1986
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Hmm.. Not sure Onovo got increase. Lets see. Number need to be near 7k befote can hit min 30k deliveries.
KDee
Dragon Fish
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Icic. Onvo if can ramp up and fight mass market will be nice. Nio brand as premium already gain good market share. Eventually all the premium car owner will have to change car and will look at Nio for sure. Currently economy not good in China so likely all prefer to downgrade their car. Good and decent car prices sure win. So expected Nio cannot sell to much of its main brand. For now. Hopefully things get better 2025.
Dragon Fish
CoolWaterCoolWater
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You cant remove the CEO bcos his voting right is very huge and can control the BOD. Just bare with it. See whether Nio will survive in the next 2 years under his leadership.
SPACELIGHT : Well, so what, $85 was ridiculous.
129455432345 : This guy is an absolute joke $85 lol. He need some milk such a baby
ZnWC OP SPACELIGHT : Someone said Tesla will be like Enron and become bankrupt not long ago.