1. Xiaomi: EV sales likely tri-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Lanceljx
2025-08-18

1. Xiaomi: EV sales likely tripled YoY but still small vs smartphones/IoT. Focus will be on margins—if EV losses narrow while phones hold steady, the EV story “materialises.” Otherwise, core segments still weigh more.

2. Pop Mart: Labubu & Crybaby remain strong, but fad risk is high. Expansion abroad + gold jewellery helps diversify. Sustained stock support depends on launching new IPs before existing ones peak.

3. Options play:

Buy calls = direct upside bet, but costly with high implied vol.

Sell puts = better if you’re long-term bullish and willing to own at lower price; riskier if earnings disappoint.

Professionals often sell puts on stocks they want to own, while calls suit short-term momentum trades.

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.

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Athena Spenser
·2025-08-18
EV sales triple is big, but margins are key,narrowed losses could shift the story.
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Astrid Stephen
·2025-08-18
IP strength matters! New launches needed before Labubu/Crybaby fade.
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chikki
·2025-08-18
Incredible insights! Keep it up! [Wow]
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Xiaomi: EV sales likely tripled YoY but still small vs smartphones/IoT. Focus will be on margins—if EV losses narrow while phones hold steady, the EV story “materialises.” Otherwise, core segments still weigh more.\n<p></p>\n<p>2. Pop Mart: Labubu &amp; Crybaby remain strong, but fad risk is high. Expansion abroad + gold jewellery helps diversify. Sustained stock support depends on launching new IPs before existing ones peak.</p>\n<p>3. Options play:</p>\n<p>Buy calls = direct upside bet, but costly with high implied vol.</p>\n<p>Sell puts = better if you’re long-term bullish and willing to own at lower price; riskier if earnings disappoint.<br></p>\n<p>Professionals often sell puts on stocks they want to own, while calls suit short-term momentum trades.</p></body></html>","htmlText":"<html><head></head><body>1. Xiaomi: EV sales likely tripled YoY but still small vs smartphones/IoT. Focus will be on margins—if EV losses narrow while phones hold steady, the EV story “materialises.” Otherwise, core segments still weigh more.\n<p></p>\n<p>2. Pop Mart: Labubu &amp; Crybaby remain strong, but fad risk is high. Expansion abroad + gold jewellery helps diversify. Sustained stock support depends on launching new IPs before existing ones peak.</p>\n<p>3. Options play:</p>\n<p>Buy calls = direct upside bet, but costly with high implied vol.</p>\n<p>Sell puts = better if you’re long-term bullish and willing to own at lower price; riskier if earnings disappoint.<br></p>\n<p>Professionals often sell puts on stocks they want to own, while calls suit short-term momentum trades.</p></body></html>","text":"1. Xiaomi: EV sales likely tripled YoY but still small vs smartphones/IoT. Focus will be on margins—if EV losses narrow while phones hold steady, the EV story “materialises.” Otherwise, core segments still weigh more. 2. Pop Mart: Labubu & Crybaby remain strong, but fad risk is high. Expansion abroad + gold jewellery helps diversify. Sustained stock support depends on launching new IPs before existing ones peak. 3. Options play: Buy calls = direct upside bet, but costly with high implied vol. Sell puts = better if you’re long-term bullish and willing to own at lower price; riskier if earnings disappoint. Professionals often sell puts on stocks they want to own, while calls suit short-term momentum trades.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/468792886129256","repostId":0,"isVote":1,"tweetType":1,"viewCount":1030,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":599,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":468943600251008,"commentId":"468943600251008","gmtCreate":1755510119194,"gmtModify":1755510124081,"authorId":10000000000011024,"author":{"id":10000000000011024,"idStr":"10000000000011023","authorId":10000000000011024,"name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":468792886129256,"objectIdStr":"468792886129256","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"EV sales triple is big, but margins are key,narrowed losses could shift the story.","text":"EV sales triple is big, but margins are key,narrowed losses could shift the story.","html":"EV sales triple is big, but margins are key,narrowed losses could shift the story.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":468943021064288,"commentId":"468943021064288","gmtCreate":1755510141451,"gmtModify":1755510146282,"authorId":10000000000011024,"author":{"id":10000000000011024,"idStr":"10000000000011024","authorId":10000000000011024,"name":"Astrid Stephen","avatar":"https://static.tigerbbs.com/1647de40d206ee3288442d8c4170cfa0","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":468792886129256,"objectIdStr":"468792886129256","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"IP strength matters! New launches needed before Labubu/Crybaby fade.","text":"IP strength matters! New launches needed before Labubu/Crybaby fade.","html":"IP strength matters! New launches needed before Labubu/Crybaby fade.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":468994523447352,"commentId":"468994523447352","gmtCreate":1755503956621,"gmtModify":1755506924070,"authorId":9000000000000385,"author":{"id":9000000000000385,"idStr":"9000000000000385","authorId":9000000000000385,"name":"chikki","avatar":"https://static.tigerbbs.com/76276fd89a640eaaf8e0fc4af9f9beeb","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":468792886129256,"objectIdStr":"468792886129256","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Incredible insights! Keep it up! [Wow]","text":"Incredible insights! Keep it up! [Wow]","html":"Incredible insights! Keep it up! [Wow]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}