$Tesla Motors(TSLA)$during recession always pick the strong company. tesla will survive during hard time while other new automakers will fall. think twice when holding to $NIO Inc.(NIO)$$XPeng Inc.(XPEV)$View on XPeng Inc.(XPEV)BullishBearish
secondary school level thesis. comparing to teslato mercedes that hardly produces EV. if you are into EV market, tesla is the best choice in crisis like this due to economic of scale
$Tesla Motors(TSLA)$wow. the media are so unfair to Tesla. While $NIO Inc.(NIO)$$XPeng Inc.(XPEV)$ Q2 sales lower than Q1, media only emphasizes on good June 2022 sales. Tesla on the other hand has record production quarter but hardly any coverage on that.
$NIO Inc.(NIO)$high inflation will great impact small companies like Nio. likely to see single digit gross margin in Q2 or 3. even worse when starts to offer refresh models
$NIO Inc.(NIO)$the worst is yet to come. nio leverage a lot. wont do well in high interest rate environment. with uncertainty in economy, people lesswilling to buy expensive products