素色锦年Yolo
素色锦年Yolo
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Benchmarking Tesla's Dojo: Robo.ai's "Triangular Closed Loop" and the Undervalued Economics of Computing Power

I am "The Little Accountant," a long-time tracker of Robo.ai. Recently, $Robo.ai Inc(AIIO)$ has been issuing announcements at a rapid pace. They just secured chip distribution rights, and today they announced a joint venture with Tachyon9 to build an AI data center. Many friends in my messages are excited, viewing this as "major bullish news." However, as someone accustomed to reading financial reports, my first reaction is usually caution: Is the battlefront stretching too long? Can the cash flow sustain this? If the business lacks focus, will it become a "jack of all trades, master of none"? Today, I want to set aside emotions and re-examine the Robo.ai acquisition of Jidu (Jiyue) $百度(BIDU)$
Benchmarking Tesla's Dojo: Robo.ai's "Triangular Closed Loop" and the Undervalued Economics of Computing Power

[Exclusive] Robo.ai Secures Chip Sales Rights, Thoroughly Thickening the "Safety Cushion" for the Jidu Acquisition

As an "old acquaintance" who has long tracked the $Robo.ai Inc(AIIO)$ acquisition of Jidu (Jiyue), I have received numerous private messages following my previous analysis articles. The question on everyone's mind has shifted from "Will they buy?" to "How will they play the game after the acquisition?" In the past two days, I captured a piece of news with massive implications: Robo.ai has reached a strategic partnership with The Ghazi Group to distribute High-Performance Computing (HPC) products from top global chip manufacturers—covering AI, GPU, and CPU—in the Middle East and North Africa (MENA) region.  If we view the "acquisition of Jidu" as Robo.ai buying the "Body," then today's news means Robo.ai has secured the "Brain" and the "Blood.
[Exclusive] Robo.ai Secures Chip Sales Rights, Thoroughly Thickening the "Safety Cushion" for the Jidu Acquisition

As a Number-Crunching "Little Accountant," Let's Audit the Robo.ai & Jiyue Deal: Is It a Bargain?

Introduction: An Accountant’s Intuition Often Starts with Details Winter in Dubai isn't cold, but the US stock market in 2025 has certainly been running hot and cold. As a female observer navigating the financial world, I am often asked: "Little Accountant, how were you so certain months ago that $Robo.ai Inc(AIIO)$ would take over Jiyue?" To be honest, it wasn't some magical prophecy. That day at the Dubai Airshow, while walking through a sea of rigid, hard-edged fighter jet models, I saw the soft-lined Jiyue 01 quietly parked at the Robo.ai booth, sporting the Nasdaq ticker "AIIO" on its body. That was the moment my "professional intuition" kicked in.  (Side note: My photos of Jiyue from the Dubai Airshow have been cited countless times acr
As a Number-Crunching "Little Accountant," Let's Audit the Robo.ai & Jiyue Deal: Is It a Bargain?

Prediction Confirmed! Robo.ai Officially Enters Jidu’s Restructuring: The Valuation Reconstruction Logic Behind a Strategic Cross-Border M&A

If you have been following my column, today's news will come as no surprise. From our exclusive capture of the Jiyue 01 sporting the $Robo.ai Inc(AIIO)$ logo at the Dubai Airshow a month ago; to our deep dive into the partnership with Zand Bank (the Middle East's first digital bank) as a strategic move to accumulate a "war chest"; to our assertion that Jidu's pre-restructuring was a "tailor-made" entry ticket for Robo.ai... All the clues have finally converged into fact. Last Friday, Robo.ai officially announced its participation in the restructuring investment of Shanghai Jidu Automobile Co., Ltd. (Jiyue’s parent company). This isn't just a simple case of a "prediction verified"; it marks a historic "rendezvous" between premium Chinese smart auto
Prediction Confirmed! Robo.ai Officially Enters Jidu’s Restructuring: The Valuation Reconstruction Logic Behind a Strategic Cross-Border M&A

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