Parsonally feel that $xpev is

Parsonally feel that $xpev is a long way ahead of these others.

Their software stack and manufacturing processes are far more advanced and the reality is that many of these small car companies just won't make it.

$xpev are openly following the $tsla playbook and for good reason, the move to robotics will yield vastly more growth than cars and that's where the importance of chip development and software stack becomes critical.

$nio focus on removable battery exchange stations I think will prove fruitless and is massive cash burn, as an ev owner I see virtually no use case for this.

I think $Byd offers a strong stable long term option but $xpev is grossly undervalued and should easily see $70-$100 by end of next year.

XPEV, NIO & LI Earnings Out: Which One Is the Best Play?

NIO is still posting losses, with a Q3 net loss of ¥3.48 billion, though this marks a narrowing of over 30%. At the same time, the company’s overall gross margin reached 13.9%, the highest in three years, and both operating cash flow and free cash flow turned positive. This time, NIO not only expressed confidence in achieving profitability in Q4 but also set more ambitious targets, aiming for full-year profitability next year. Li Auto’s Q3 revenue fell 36% year over year, with a net loss of 624 million yuan. Its Q4 guidance came in nearly 30% below expectations.

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