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.
$bynd 🍔 TBH, I had been researching the stock/company purely bcs CoPilot found me the chart and whilst there are still some real concerns the hype forced my hand early and i'm in because "I like the stock" My game is finding stocks with 90%+ retraces that are actually great companies with valid reasons for decline aka $slnh, $path, $bitf. I ❤️ that this is a high profile disruptor. I ❤️ that big Pharma and the meat cartel are actively attacking the stock as it means they are a threat. I ❤️the vison of the founder and the aspirational vision. I ❤️ Cash/Debt = 2x Current Valuation I ❤️ that they have recruited reputable financial recovery team and are executing their plan. I ❤️ The product. I ☠️the financials, specifically margins and expenses vs Revenue but it is dramatically improving. I ☠
OSCR Oscar Health is an absolute bargain at these prices and I'm continuing to accumulate as it drops. Price is dropping due to 2x analysts reducing their valuation however the fundamentals remain unchanged. Company continues to beat every profit or revenue target, Has a proven outstanding ceo andoperates in the massive and growing u.s. Private health industry. Oscar Health's most recent revenue reporting, specifically for Q1 2025, shows strong growth. The company reported revenue of $3.05 billion, exceeding analyst expectations of $2.84 billion. Current Market Cap is only $3 billion and with these numbers it is incredibly undervalued. Bear case current fair value $30 Bull case current fair value $50 August 9th is next earnings call and a recent i