To The Moon

China stock valuations still sound attractive 

$XIAOMI-W(01810)$  yes. Xiaomi is one the major market cap. I believe in long prospects of Xiaomi. It's main rev comes from Handsets, electronics and gadgets. The EV segments haven't been able to give investor's assurance. Overall, I think the other segments revenue continues to do well. XIAOMI should be bottoming. I look forward to xiaomi venturing into semiconductors and AI sectors. They can give investors' more optimism. 

$XIAOMI-W(01810)$   The Tug of War NEGATIVE — Algorithms Sell On: Net profit down -23.7% YoY Headline looks bad at first glance Memory cost headwinds continue POSITIVE — Value Investors Buy On: Revenue BEAT estimates Adjusted profit BEAT by 9.8% EV PERMANENTLY profitable Full year profit +44% — all time high RMB 60B AI investment confirmed Q4 EV deliveries 145,115 — record! Initial selloff on headlines. 🔥 BUY aggressively 

$XIAOMI-W(01810)$  Markets are not confused. They are questioning sustainability. Xiaomi just delivered: 💰 RMB 39.2B net profit (record high) 📈 +43.8% YoY growth 🤖 Aggressive RMB 60B AI investment plan And yet... 👉 The stock is drifting lower. That disconnect is the trade. 🧠 What the Market Is Actually Pricing This is not about the past. It is about what comes next. Right now, the market sees 3 things: 1. 📉 Peak Margin Risk Record profits often signal cycle highs, not beginnings. Memory costs rising Pricing pressure in smartphones EV business still scaling 👉 Margins may compress from here 2. 💸 AI Spend = Near-Term Drag RMB 60B into AI is not small. It means: Higher capex Longer payback cycles Uncertain monetisation

China stock valuations still sound attractive 

$XIAOMI-W(01810)$  Markets are not confused. They are questioning sustainability. Xiaomi just delivered: 💰 RMB 39.2B net profit (record high) 📈 +43.8% YoY growth 🤖 Aggressive RMB 60B AI investment plan And yet... 👉 The stock is drifting lower. That disconnect is the trade. 🧠 What the Market Is Actually Pricing This is not about the past. It is about what comes next. Right now, the market sees 3 things: 1. 📉 Peak Margin Risk Record profits often signal cycle highs, not beginnings. Memory costs rising Pricing pressure in smartphones EV business still scaling 👉 Margins may compress from here 2. 💸 AI Spend = Near-Term Drag RMB 60B into AI is not small. It means: Higher capex Longer payback cycles Uncertain monetisation

$XIAOMI-W(01810)$  yes. Xiaomi is one the major market cap. I believe in long prospects of Xiaomi. It's main rev comes from Handsets, electronics and gadgets. The EV segments haven't been able to give investor's assurance. Overall, I think the other segments revenue continues to do well. XIAOMI should be bottoming. I look forward to xiaomi venturing into semiconductors and AI sectors. They can give investors' more optimism. 

$XIAOMI-W(01810)$   The Tug of War NEGATIVE — Algorithms Sell On: Net profit down -23.7% YoY Headline looks bad at first glance Memory cost headwinds continue POSITIVE — Value Investors Buy On: Revenue BEAT estimates Adjusted profit BEAT by 9.8% EV PERMANENTLY profitable Full year profit +44% — all time high RMB 60B AI investment confirmed Q4 EV deliveries 145,115 — record! Initial selloff on headlines. 🔥 BUY aggressively