$XIAOMI-W(01810)$ Lei Jun’s pl

Like
Comment
Favorite

Mark_Zenith
2025-05-19

$XIAOMI-W(01810)$ Lei Jun’s planting ¥50 billion in chip R&D over the next decade—with ¥13.5 billion already burnt on the Xring O1 3 nm mobile SoC. This ain’t play‑money—Xiaomi wants to cut Qualcomm and MediaTek out of its margins and build an Apple‑style SoC moat .Cheap valuation + hardware‑tech pivot = recipe for a rerating if they pull off that chip roadmap without blowing cash.

# PDD at $100: Will You Buy or Short After Earnings Miss?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":436823085355016,"tweetId":"436823085355016","gmtCreate":1747670104185,"gmtModify":1747795151787,"author":{"id":10000000000011000,"idStr":"10000000000010999","authorId":10000000000011000,"authorIdStr":"10000000000010999","name":"Mark_Zenith","avatar":"https://static.tigerbbs.com/f5e69b7773d3235022add29955af70dd","vip":8,"userType":8,"introduction":".","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":39,"starInvestorFlag":false},"themes":[{"themeId":"abba85d2c79a47aaa5758835f5745bd7","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"PDD at $100: Will You Buy or Short After Earnings Miss?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":abba85d2c79a47aaa5758835f5745bd7}&rnconfig={\"headerBarHidden\": true}","description":"Pinduoduo posted Q1 revenue of RMB 95.67 billion, missing the expected RMB 101.6 billion, leading to a 13% drop yesterday.\nWill you short or buy the dip of PDD?\nMore pain ahead or a good entry level?\nWill PDD repeat last August's trend?","image":"https://community-static.tradeup.com/news/9dfe22445cf29046cdb8fca57ef4e1b3"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"01810\" class=\"teditor-mention\" data-mention-name=\"XIAOMI-W\" href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a> <v-v data-views=\"1\"></v-v>Lei Jun’s planting ¥50 billion in chip R&amp;D over the next decade—with ¥13.5 billion already burnt on the Xring O1 3 nm mobile SoC. This ain’t play‑money—Xiaomi wants to cut Qualcomm and MediaTek out of its margins and build an Apple‑style SoC moat .Cheap valuation + hardware‑tech pivot = recipe for a rerating if they pull off that chip roadmap without blowing cash.</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"01810\" class=\"teditor-mention\" data-mention-name=\"XIAOMI-W\" href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a> <v-v data-views=\"1\"></v-v>Lei Jun’s planting ¥50 billion in chip R&amp;D over the next decade—with ¥13.5 billion already burnt on the Xring O1 3 nm mobile SoC. This ain’t play‑money—Xiaomi wants to cut Qualcomm and MediaTek out of its margins and build an Apple‑style SoC moat .Cheap valuation + hardware‑tech pivot = recipe for a rerating if they pull off that chip roadmap without blowing cash.</p></body></html>","text":"$XIAOMI-W(01810)$ Lei Jun’s planting ¥50 billion in chip R&D over the next decade—with ¥13.5 billion already burnt on the Xring O1 3 nm mobile SoC. This ain’t play‑money—Xiaomi wants to cut Qualcomm and MediaTek out of its margins and build an Apple‑style SoC moat .Cheap valuation + hardware‑tech pivot = recipe for a rerating if they pull off that chip roadmap without blowing cash.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/436823085355016","repostId":0,"isVote":1,"tweetType":1,"viewCount":565,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["01810"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":321,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}