Phyllis Strachey

    • Phyllis StracheyPhyllis Strachey
      ·58分钟前
      $NIO Inc.(NIO)$ There’s a lot of retail owns this some serious big positions. More than those small hedge funds dumping now. Any hedge fund that's willing to dump $21 shares under $4 will find me as a willing buyer. Along with another 30 million or so retail longs. bring it on.
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    • Phyllis StracheyPhyllis Strachey
      ·15:07
      $PDD Holdings Inc(PDD)$ at this prices you just buy. and then the best thing you can do is do nothing next 10-15Y. just cash in the dividends every quarter or 6M. spend the dividends. enjoy life. in gods name. dont think of selling. not even think of thinking to sell. ever.
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    • Phyllis StracheyPhyllis Strachey
      ·01-14 14:40
      $NIO Inc.(NIO)$ We go through this almost every month with the first week or two being fairly slow, then picking up in the middle of month before peaking during the last week or two of the month. January-February are typically the weakest delivery months of the year for Nio, and the first 2 weeks of the month are the slowest weeks, so this isn't all that surprising. That's probably why the share price is bouncing since the news came out (over $4.20 in Singapore and close to that in Hong Kong).
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    • Phyllis StracheyPhyllis Strachey
      ·01-14 14:36
      $PDD Holdings Inc(PDD)$ first year i bought mroe stuff on temu then amazon for chirstmas. Amazon haul is bad.. They can't reach or know where the vest vendors are in china like pdd does. Temu is just simply going to take over like it did in europe in the US. this is the biggest bargain in the stock market right now. perhaps that provides some upside for the stock?Sentiment on China ADRs at all time lows… it hasn’t always been this poor. If we see a reversal on sentiment combined with Temu turning profitable, could see PDD running.
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    • Phyllis StracheyPhyllis Strachey
      ·01-13 16:43
      $NIO Inc.(NIO)$ China does brisk business within China supporting the Chinese market demand for EVs and also within Europe, South and Cental America, Asia, India, and anywhere other than North America.in addition,NIO LONGS 1000% gain for 2025. Feel free to join the swing traders that been getting cleaned out here for the past two months.
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    • Phyllis StracheyPhyllis Strachey
      ·01-13 16:37
      $PDD Holdings Inc(PDD)$ yes and no. "normal" companies have slow revenue growth. and some earnings decline. but still far from losses. and outstanding valuation. there are plenty of companies which have still all characteristics of an outstanding business. PLUS outstanding valuations. JD BABA PDD
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    • Phyllis StracheyPhyllis Strachey
      ·01-13 12:55
      $NIO Inc.(NIO)$ CATL's launch of battery swapping is absolutely a boon for NIO. The endorsement from CATL significantly reduces the explanatory costs associated with the battery swapping model, including the long-standing debate over the technical routes of solid-state batteries and battery swapping. Moreover, the current models for CATL's battery swapping are clearly positioned differently from NIO's, with no direct competition existing.
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    • Phyllis StracheyPhyllis Strachey
      ·01-13 12:34
      $Tesla Motors(TSLA)$ The problem with the shorts is that they price what a company is on current sales… they have no perspective of future potential. I suggest the get back to the drawing board and put energy sales, robots with sass model, licensing FSD to most manufacturers, those who do not adopt Tesla FSD can buy video feeds database to catch up, then robotaxis sorry uber, then we have semi which should start meaningful numbers next year. Cmon shorts this is all in the newly updated master plan. The longs aren’t pricing perfection. We are just pricing the most likely success of a company with the most lean team of great engineers that the world has ever seen. They will succeed. It is inevitably meant to be. They are a
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    • Phyllis StracheyPhyllis Strachey
      ·01-10
      $NIO Inc.(NIO)$ The best solution for Nio would be to operate Nio Energy as an independent public company. On one hand, this would allow for a financial transparency that could publicly demonstrate the sustainability and profitability of the battery-swapping model. On the other hand, Nio could use Nio Energy's equity to raise some cash to fill the group's financial gaps.
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    • Phyllis StracheyPhyllis Strachey
      ·01-10
      $Tesla Motors(TSLA)$ The significant increase in Tesla's stock price in November has likely priced in a lot of expectations. However, I have a question: if in the future companies like XAI, SpaceX, and Neuralink do not go public, but instead engage in cross-shareholding with Tesla, what should Tesla's market value be? This scenario seems to offer a larger imagination space than the FSD business and appears more reliable than projects like Optimus.
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