Silverthehorse

Just thoughts to fuel decision

    • SilverthehorseSilverthehorse
      ·09-09 20:35

      LOT at US$1.11: The Market May Be Pricing the Past, Not the Turnaround

      Lotus Technology Inc. (NASDAQ: LOT) | Investment Perspective | September 2026  US$1.11  8 Sep 2026 close  US$268m  1H26 revenue, +23% YoY  US$1.80  Zacks 12-month target   LOT has the profile of a company that the market has largely written off. At US$1.11 on 8 September 2026, the share price reflects concerns over ongoing losses, leverage and a difficult luxury-vehicle market. Those concerns are valid, but the latest operating numbers are improving faster than the valuation suggests.  In the first half of 2026, Lotus Technology delivered 3,904 vehicles, up 39% year on year, while revenue rose 23% to US$268 million. Gross profit increased 47% to US$26 million and gross margin improved to 10% from 8%. Reported operating loss narrowed 63% to US$97
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      LOT at US$1.11: The Market May Be Pricing the Past, Not the Turnaround
    • SilverthehorseSilverthehorse
      ·09-08 21:42
      $Lotus Technology(LOT)$ Consolidation then a breakout. Looking at $1.31 as the next resistance.
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    • SilverthehorseSilverthehorse
      ·09-08 20:50

      A Case for Robo.ai (NASDAQ: AIIO) Growing an AI Foundation

      The artificial intelligence sector is crowded with mega‑cap tech giants trading at lofty premiums. For investors seeking asymmetric upside, the most compelling opportunities often lie in turnaround stories, strategic pivots, and under‑the‑radar restructurings. Robo.ai Inc. (NASDAQ: AIIO) represents exactly this kind of narrative. Trading at a fraction of its historical highs, the Dubai‑based technology group is undergoing a sweeping transformation. Formerly known as NWTN Inc., the company rebranded in August 2025 to position itself as a central player in intelligent infrastructure, robotics, and applied AI. With a sudden surge in top‑line revenue and aggressive acquisitions, Robo.ai is quietly laying the foundation for a massive rebound. Robo.ai is no longer just an electric vehicle manufa
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      A Case for Robo.ai (NASDAQ: AIIO) Growing an AI Foundation
    • SilverthehorseSilverthehorse
      ·09-04
      $Lotus Technology(LOT)$ a long position is the play I see here.
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    • SilverthehorseSilverthehorse
      ·09-04
      $Robo.ai Inc(AIIO)$ Recent market reporting noted revenue of approximately US$55.45 million on a trailing twelve-month basis, reflecting a material increase following the company’s recent acquisition-led repositioning.
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    • SilverthehorseSilverthehorse
      ·09-03
      $Robo.ai Inc(AIIO)$ The integration of QC Capital and Neurovia AI signals an aggressive ramp in top-line expansion.
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    • SilverthehorseSilverthehorse
      ·09-02

      Drive into the Future of Luxury Mobility with Lotus Technology

      The future of luxury mobility is electric, intelligent and increasingly global. $Lotus Technology(LOT)$ will be featured on the Skyline Signature Series. September 3 at 10:30 AM ET. Lotus Technology’s senior management will discuss the company’s:   * Business model and competitive positioning   * Recent financial performance   * Growth strategy and expansion plans   * Key investment catalysts   * Management outlook for fiscal year 2026   The presentation will conclude with a live investor Q&A.   Register to join the conversation: https://events.skylineccg.com/LotusTechLOT_SSS_Sept2026#/?affl=skylinesocialmedia 
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      Drive into the Future of Luxury Mobility with Lotus Technology
    • SilverthehorseSilverthehorse
      ·09-02

      Robo.ai Inc. Reports More Than US$180 Million in Revenue for June-August Period

      Company Maintains Steady Revenue Momentum Following Recent Acquisitions  DUBAI, UAE, Sept. 2, 2026 - Robo.ai Inc. (Nasdaq: AIIO) ("Robo.ai" or the "Company"), a UAE-based Nasdaq-listed company, today provided an update on its revenue performance following its acquisition of Quantum Core Capital Limited ("QC Capital"). This update reflects the Company's continued progress in expanding its businesses and integrating recently acquired operations as it builds toward establishing technology-empowered platforms spanning artificial intelligence, robotics & smart mobility, advanced manufacturing, and digital assets & capital.  Robo.ai Inc. Reports More Than US$180 Million in Revenue for June-August Period  For the three-month period from June through August 2026, Robo.ai rec
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      Robo.ai Inc. Reports More Than US$180 Million in Revenue for June-August Period
    • SilverthehorseSilverthehorse
      ·09-02

      LOT: Lotus Technology’s Turnaround Gains Traction as “One Lotus” Takes Shape

      Stronger first-half deliveries, improving margins and the completion of the Lotus UK acquisition are giving the luxury automaker a clearer route back to scale. Lotus Technology (NASDAQ: LOT) is beginning to show the kind of operating progress investors have been waiting for. After a difficult 2025, the first half of 2026 brought a meaningful rebound in vehicle deliveries, better-than-expected revenue and another step up in gross margin. More importantly, the completion of its acquisition of Lotus UK gives the company a simpler structure and a stronger platform to rebuild the Lotus brand as a global luxury automotive business. For the six months ended June 2026, Lotus recorded revenue of US$268 million, around 11% above the US$241 million forecast used by Zacks Small-Cap Research ahead of t
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      LOT: Lotus Technology’s Turnaround Gains Traction as “One Lotus” Takes Shape
    • SilverthehorseSilverthehorse
      ·09-01
      $Lotus Technology(LOT)$ “One Lotus” strategy positions the company well for global expansion
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