To The Moon

Good sign it shows the confidence on the company future..

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**Lei Jun Buys the Dip: Is Xiaomi at HK$40 the Bottom… or a Sneaky Top?** 🤔📉📈 When founders buy their own stock, investors take notice. When Lei Jun—Mr. “All In”—drops over HK$100 million to scoop 2.6M Xiaomi shares, people pay attention. 👀🔥 And this wasn’t an isolated flex. Just days before, Xiaomi itself bought back 21.5M shares across two sessions, spending over HK$800M. That’s nearly HK$1B bought in one week by both the company and the founder. So the million-dollar question: Is HK$40 a fortress bottom… or the start of a bull trap top? 🏰🐻🐂 Let’s break it down. ⸻ 1️⃣ Why Lei Jun’s Buy Matters More Than Typical Insider Buys 🌟🧠 Lei Jun isn’t just a founder — he’s practically Xiaomi’s chief storyteller, chief brand, and chief evangelist. When he buys, it sends three strong signals: 🔹 Signa

$XIAOMI-W(01810)$   Lei Jun just did what every retail investor daydreams about: he bought the dip—publicly, decisively, and with eight figures of conviction. On Nov. 24, Xiaomi’s founder and CEO snapped up 2.6 million Xiaomi shares on the open market at an average HK$38.58, spending a little over HK$100 million and nudging his stake to 23.26%. The disclosure hit HKEX the same day. Shares popped about 4% on the headlines, with Xiaomi trading around the HK$40 handle afterward. This wasn’t a solo act. Just days earlier, Xiaomi executed two consecutive buyback sessions on Nov. 20–21, repurchasing 21.5 million shares for more than HK$800 million. The company has kept buying since, logging additional repurchases th

xiaomi up

$BABX 20251219 30.0 PUT$ sharing for coins. $Alibaba(09988)$  $Alibaba(BABA)$ itself is an ETF due to their diverse businesses 

In this video, Binni breaks down what’s really happening to the Hang Seng Index ( $HSI(HSI)$ ) as of November 2025 using a simple step-by-step method. You’ll learn how to read price action using swing highs, swing lows, higher highs, and higher lows so you can easily identify whether HSI is in an uptrend or losing strength. Short-term trading using DLC: https://dlc.socgen.com/ and https://dlc.ubs.com/ Short-term trading using Warrants: https://warrants.com.sg Hit the follow button to stay updated! I post valuable trading and investing insights every week—don’t miss out on being the first to know! This stock was identified based on a signal generated by the TAD System https://bit.ly/tawpro. Disclaimer:  This document is not an offer or solicita

Why the Sell-Off Happened Despite Both Companies Posting Excellent Quarters When $XIAOMI-W(01810)$ and $XPENG-W(09868)$ reported earnings, I half-expected a polite round of applause from the market. Instead, both stocks were thrown down the nearest lift shaft. Xiaomi delivered nearly 200% auto revenue growth with margins climbing to 25.5%. XPeng crossed 20% gross margin for the first time, hit record deliveries and narrowed its net loss. Yet the share prices behaved as if both firms had announced a surprise pivot into artisanal candle making. When great earnings meet markets in a particularly dramatic mood This was pure sentiment, not fundamentals. Investors came in hoping for immaculate guidance in an

🌟🌟🌟If you own Xiaomi $XIAOMI-W(01810)$ and want to limit your losses if Xiaomi drops sharply, a Protective Put is a good options  strategy.   You will still benefit if the stock rallies. A Protective Put gives you the right to sell your Xiaomi shares at the strike price which is below the current market price. It is like buying insurance and is useful if you believe in Xiaomi's long term growth but expect short term pain. @Tiger_comments @TigerStars @Tiger_SG @TigerClub

🌟🌟🌟Xiaomi $XIAOMI-W(01810)$ delivered a surprisingly strong Q3 despite  Bearish market sentiments.  Revenue is up 22.3% year over year and net profit surging 81%. For the very first time, Xiaomi 's EV segment achieved its quarterly operating profit.  This was due to significant delivery growth and higher average selling prices. However Xiaomi faces headwinds due to intense competition in its smartphone market, rising memory chip costs and recent stock price volatility. Nonetheless analysts are still bullish on Xiaomi rating it as a Buy. I believe that this is a great time to bargain hunt Xiaomi as it has lots of exponential growth ahead. @Tiger_comments

$Xiaomi Group-W (01810) $The third quarterly report for 2025 will be announced on November 18, 2025. Overall, the performance may be slightly lower than the bank's expectations, mainly due to lower-than-expected smartphone gross profit margins and Internet of Things (IoT) revenue, while the Internet business and electric vehicle business are generally in line with expectations.Q3 consensus expects operating income to be 107.3 billion to 122.00 billion yuan, a year-on-year increase of 16.0% to 31.9%; It is forecast that the net profit of Q3 is unanimously expected to be 8.468 ~ 10.941 billion yuan, a year-on-year increase of 58.2% ~ 104.4%; Forecast Q3 consensus expects adjusted net profit to be 9.510 to 10.702 billion yuan, a year-on-year increase o

The EV market is really too saturated. Smaller players in China will either have to give up, or look to be acquired by the bigger players. The market is in dire need of some consolidation, the propping up by all the leadership in each state resulted in an overly rosy picture where everyone and their mother seemed to suddenly become EV makers. If anything, I was surprised that Xiaomi chose to enter the field. I might not have kept up very closely, but I would assume they didn't do it from scratch. It would have been wise to acquire a smaller player with sound fundamentals and further build on it with the financial power that Xiaomi has.

XPeng Earnings Review: Gross Margin Tops 20%, ASP Slides & Soft Q4 Guidance $XPeng Inc.(XPEV)$   released its Q3 2025 quarterly report today. Core Financial Indicators ~Total revenues were RMB 20.38 billion (US$2.86 billion) in Q3 2025, up 101.8% year over year and 11.5% quarter over quarter. The revenue was expected to be CNY 20.4B. ~Net loss was RMB 0.38 billion (US$0.05 billion) for the third quarter of 2025, compared with RMB 1.81 billion for the same period of 2024 and RMB0.48 billion for the second quarter of 2025. ~Basic and diluted net loss per ADS were RMB 0.40 (US$0.06) in Q3 2025, while non-GAAP basic and diluted net loss per ADS were RMB 0.16 (US$0.02). Basic and diluted net loss per ADS wer

Below is a clear, professional take framed for investors weighing both sides. --- Xpeng vs Xiaomi — Which Offers the Better Risk–Reward Now? 1. Xpeng (XPEV): Chasing the AI-EV Re-rating? Xpeng’s 12% surge last week signals a meaningful shift in how the market values the company. Investors are no longer treating Xpeng as merely an EV maker, but increasingly as a physical AI platform — autonomous driving, software stack, and smart mobility infrastructure. Bullish factors Strong progress in XNGP and autonomous features. Market narrative shifting toward “AI + EV,” which typically commands a higher multiple. Partnership ecosystem and technology roadmap are clearer than a year ago. Risks The share-price jump has front-loaded expectations into this week’s earnings. If delivery growth or guidance

I am not invested directly in $Xiaomi Corp.(XIACY)$  but am through $Xiaomi HK SDR 2to1(HXXD.SI)$ . And this has seen a commensurate fall as well. I think I will average down in tranches in the hope of a turnaround in 2026.

$XPEV 20270115 22.0 CALL$ 

$NVIDIA(NVDA)$ $Trip.com Group Limited(TCOM)$ $XPeng Inc.(XPEV)$ I position early when macro derisking, liquidity reconfiguration, earnings density, and policy signals converge. This week has that rare compression. When catalysts tighten, volatility becomes structural, and I want to align with the deeper mechanics before reactions hit the tape. 🔥 A Catalyst Cluster Rarely This Compressed The government reopening has removed one overhang, although tariff uncertainty linked to President Trump continues to hover over China exposed sectors. What sharpened my focus was the latest disclosure confirming that President Trump bought at least $82M in corporate and municipa

$XPEV 20251219 16.0 PUT$ TP n reposition again when opportunity comes...looks like it's coming back again[Cool]  

Hong Kong stocks tried to break higher this week, but momentum faded. The $HSI(HSI)$ still gained 1.26%, yet slipped back below the 27,000 mark.From U.S. Optimism to Fed-Induced PanicThe week started upbeat. U.S. lawmakers reached a deal to avert a government shutdown, sending Wall Street sharply higher.Then came Thursday—the mood flipped. Multiple Fed officials turned hawkish.San Francisco Fed President Mary Daly said it’s too early to decide on a December rate cut.Cleveland Fed President Loretta Mester called for steady rates to keep pressure on inflation.St. Louis Fed President Musalem urged caution on further easing.At the same time, “Big Short” investor Michael Burry accused major AI infrastructure players of “inflating profits” by extending c

$XPeng Inc.(XPEV)$ is expected to be released on Monday, November 17, 2025, before the market open. Q3 2025 Earnings Analysis (Pre-Release) XPeng's third quarter is already largely characterized by its pre-announced vehicle delivery numbers and prior company guidance. 1. Delivery Volume (Pre-Announced) Actual Q3 2025 Deliveries: XPeng has already announced a total of 116,007 Smart EVs delivered in Q3 2025. This figure represents a massive 149% Year-over-Year (YoY) increase and is within the company's prior guidance range of 113,000 to 118,000 units. Implication: This record-high volume is already priced into the stock to a significant degree. The focus will now shift to whether this high volume successfully translated into better-than-expected fin

Good sign it shows the confidence on the company future..

$NVIDIA(NVDA)$ $Trip.com Group Limited(TCOM)$ $XPeng Inc.(XPEV)$ I position early when macro derisking, liquidity reconfiguration, earnings density, and policy signals converge. This week has that rare compression. When catalysts tighten, volatility becomes structural, and I want to align with the deeper mechanics before reactions hit the tape. 🔥 A Catalyst Cluster Rarely This Compressed The government reopening has removed one overhang, although tariff uncertainty linked to President Trump continues to hover over China exposed sectors. What sharpened my focus was the latest disclosure confirming that President Trump bought at least $82M in corporate and municipa

**Lei Jun Buys the Dip: Is Xiaomi at HK$40 the Bottom… or a Sneaky Top?** 🤔📉📈 When founders buy their own stock, investors take notice. When Lei Jun—Mr. “All In”—drops over HK$100 million to scoop 2.6M Xiaomi shares, people pay attention. 👀🔥 And this wasn’t an isolated flex. Just days before, Xiaomi itself bought back 21.5M shares across two sessions, spending over HK$800M. That’s nearly HK$1B bought in one week by both the company and the founder. So the million-dollar question: Is HK$40 a fortress bottom… or the start of a bull trap top? 🏰🐻🐂 Let’s break it down. ⸻ 1️⃣ Why Lei Jun’s Buy Matters More Than Typical Insider Buys 🌟🧠 Lei Jun isn’t just a founder — he’s practically Xiaomi’s chief storyteller, chief brand, and chief evangelist. When he buys, it sends three strong signals: 🔹 Signa

Why the Sell-Off Happened Despite Both Companies Posting Excellent Quarters When $XIAOMI-W(01810)$ and $XPENG-W(09868)$ reported earnings, I half-expected a polite round of applause from the market. Instead, both stocks were thrown down the nearest lift shaft. Xiaomi delivered nearly 200% auto revenue growth with margins climbing to 25.5%. XPeng crossed 20% gross margin for the first time, hit record deliveries and narrowed its net loss. Yet the share prices behaved as if both firms had announced a surprise pivot into artisanal candle making. When great earnings meet markets in a particularly dramatic mood This was pure sentiment, not fundamentals. Investors came in hoping for immaculate guidance in an

Hong Kong stocks tried to break higher this week, but momentum faded. The $HSI(HSI)$ still gained 1.26%, yet slipped back below the 27,000 mark.From U.S. Optimism to Fed-Induced PanicThe week started upbeat. U.S. lawmakers reached a deal to avert a government shutdown, sending Wall Street sharply higher.Then came Thursday—the mood flipped. Multiple Fed officials turned hawkish.San Francisco Fed President Mary Daly said it’s too early to decide on a December rate cut.Cleveland Fed President Loretta Mester called for steady rates to keep pressure on inflation.St. Louis Fed President Musalem urged caution on further easing.At the same time, “Big Short” investor Michael Burry accused major AI infrastructure players of “inflating profits” by extending c

$XIAOMI-W(01810)$   Lei Jun just did what every retail investor daydreams about: he bought the dip—publicly, decisively, and with eight figures of conviction. On Nov. 24, Xiaomi’s founder and CEO snapped up 2.6 million Xiaomi shares on the open market at an average HK$38.58, spending a little over HK$100 million and nudging his stake to 23.26%. The disclosure hit HKEX the same day. Shares popped about 4% on the headlines, with Xiaomi trading around the HK$40 handle afterward. This wasn’t a solo act. Just days earlier, Xiaomi executed two consecutive buyback sessions on Nov. 20–21, repurchasing 21.5 million shares for more than HK$800 million. The company has kept buying since, logging additional repurchases th

$Xiaomi Group-W (01810) $The third quarterly report for 2025 will be announced on November 18, 2025. Overall, the performance may be slightly lower than the bank's expectations, mainly due to lower-than-expected smartphone gross profit margins and Internet of Things (IoT) revenue, while the Internet business and electric vehicle business are generally in line with expectations.Q3 consensus expects operating income to be 107.3 billion to 122.00 billion yuan, a year-on-year increase of 16.0% to 31.9%; It is forecast that the net profit of Q3 is unanimously expected to be 8.468 ~ 10.941 billion yuan, a year-on-year increase of 58.2% ~ 104.4%; Forecast Q3 consensus expects adjusted net profit to be 9.510 to 10.702 billion yuan, a year-on-year increase o

$XPeng Inc.(XPEV)$ is expected to be released on Monday, November 17, 2025, before the market open. Q3 2025 Earnings Analysis (Pre-Release) XPeng's third quarter is already largely characterized by its pre-announced vehicle delivery numbers and prior company guidance. 1. Delivery Volume (Pre-Announced) Actual Q3 2025 Deliveries: XPeng has already announced a total of 116,007 Smart EVs delivered in Q3 2025. This figure represents a massive 149% Year-over-Year (YoY) increase and is within the company's prior guidance range of 113,000 to 118,000 units. Implication: This record-high volume is already priced into the stock to a significant degree. The focus will now shift to whether this high volume successfully translated into better-than-expected fin

XPeng Earnings Review: Gross Margin Tops 20%, ASP Slides & Soft Q4 Guidance $XPeng Inc.(XPEV)$   released its Q3 2025 quarterly report today. Core Financial Indicators ~Total revenues were RMB 20.38 billion (US$2.86 billion) in Q3 2025, up 101.8% year over year and 11.5% quarter over quarter. The revenue was expected to be CNY 20.4B. ~Net loss was RMB 0.38 billion (US$0.05 billion) for the third quarter of 2025, compared with RMB 1.81 billion for the same period of 2024 and RMB0.48 billion for the second quarter of 2025. ~Basic and diluted net loss per ADS were RMB 0.40 (US$0.06) in Q3 2025, while non-GAAP basic and diluted net loss per ADS were RMB 0.16 (US$0.02). Basic and diluted net loss per ADS wer

Below is a clear, professional take framed for investors weighing both sides. --- Xpeng vs Xiaomi — Which Offers the Better Risk–Reward Now? 1. Xpeng (XPEV): Chasing the AI-EV Re-rating? Xpeng’s 12% surge last week signals a meaningful shift in how the market values the company. Investors are no longer treating Xpeng as merely an EV maker, but increasingly as a physical AI platform — autonomous driving, software stack, and smart mobility infrastructure. Bullish factors Strong progress in XNGP and autonomous features. Market narrative shifting toward “AI + EV,” which typically commands a higher multiple. Partnership ecosystem and technology roadmap are clearer than a year ago. Risks The share-price jump has front-loaded expectations into this week’s earnings. If delivery growth or guidance

$小米集团-W(01810)$  Xiaomi Group Valuation ReportExecutive SummaryXiaomi Corporation (1810.HK), a leading consumer electronics and smart manufacturing company, has demonstrated robust growth in recent quarters, driven by its diversified portfolio spanning smartphones, IoT devices, and electric vehicles (EVs). As of Q2 2025, the company reported record revenue of RMB 116 billion, a 30.5% year-over-year increase, with adjusted net profit rising 75% to RMB 10.8 billion. eu.36kr.com However, recent sentiment from hedge funds, as highlighted in a Goldman Sachs report, indicates a consensus short position in the short term due to a perceived lack of catalysts and surging short interest by 53% in the past week. bloomberg.com +1 This report provides an ob

In this video, Binni breaks down what’s really happening to the Hang Seng Index ( $HSI(HSI)$ ) as of November 2025 using a simple step-by-step method. You’ll learn how to read price action using swing highs, swing lows, higher highs, and higher lows so you can easily identify whether HSI is in an uptrend or losing strength. Short-term trading using DLC: https://dlc.socgen.com/ and https://dlc.ubs.com/ Short-term trading using Warrants: https://warrants.com.sg Hit the follow button to stay updated! I post valuable trading and investing insights every week—don’t miss out on being the first to know! This stock was identified based on a signal generated by the TAD System https://bit.ly/tawpro. Disclaimer:  This document is not an offer or solicita

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🌟🌟🌟Xiaomi $XIAOMI-W(01810)$ delivered a surprisingly strong Q3 despite  Bearish market sentiments.  Revenue is up 22.3% year over year and net profit surging 81%. For the very first time, Xiaomi 's EV segment achieved its quarterly operating profit.  This was due to significant delivery growth and higher average selling prices. However Xiaomi faces headwinds due to intense competition in its smartphone market, rising memory chip costs and recent stock price volatility. Nonetheless analysts are still bullish on Xiaomi rating it as a Buy. I believe that this is a great time to bargain hunt Xiaomi as it has lots of exponential growth ahead. @Tiger_comments

$BABX 20251219 30.0 PUT$ sharing for coins. $Alibaba(09988)$  $Alibaba(BABA)$ itself is an ETF due to their diverse businesses 

🌟🌟🌟If you own Xiaomi $XIAOMI-W(01810)$ and want to limit your losses if Xiaomi drops sharply, a Protective Put is a good options  strategy.   You will still benefit if the stock rallies. A Protective Put gives you the right to sell your Xiaomi shares at the strike price which is below the current market price. It is like buying insurance and is useful if you believe in Xiaomi's long term growth but expect short term pain. @Tiger_comments @TigerStars @Tiger_SG @TigerClub

The EV market is really too saturated. Smaller players in China will either have to give up, or look to be acquired by the bigger players. The market is in dire need of some consolidation, the propping up by all the leadership in each state resulted in an overly rosy picture where everyone and their mother seemed to suddenly become EV makers. If anything, I was surprised that Xiaomi chose to enter the field. I might not have kept up very closely, but I would assume they didn't do it from scratch. It would have been wise to acquire a smaller player with sound fundamentals and further build on it with the financial power that Xiaomi has.

xiaomi up

I am not invested directly in $Xiaomi Corp.(XIACY)$  but am through $Xiaomi HK SDR 2to1(HXXD.SI)$ . And this has seen a commensurate fall as well. I think I will average down in tranches in the hope of a turnaround in 2026.

$XPEV 20270115 22.0 CALL$