To The Moon

$MEITUAN-W(03690)$ 24Q2's store share is still twice that of Douyin, and the competition has not intensified but eased in terms of marketing expense rate. In the longer term, the market share of the two is not easy to predict.Although Meituan does not completely monopolize the delivery network, it is still much better than Ele.me in terms of fulfillment experience and merchant coverage. There is no trend of this advantage shrinking, but it is constantly widening. Ele.me's market share may exist for a long time, but as the density of the delivery network increases, Meituan's average cost advantage and speed advantage will become greater and greater. We are optimistic about Meituan's continued increase in retail market sh

$Meta Platforms, Inc.(META)$ These little kids on here must be 13. Words like Trash Awful . Junk. lol. How do you bash a stock that did a 5 X in 24 months? 500% increase in 2 years. lol. I'll tell you how. You're a short term gambler. Learn how to be an investor. Short timers usually always go broke and fade away. Obviously some are laking in the mental game if you are saying a stock with this performance is anything but a golden egg cash cow.

$BYD COMPANY(01211)$ Today's trend is too speechless. The performance and growth are very good, but the stock price is about to plummet. The market index of 2800 is in danger again. The capital market has been very quiet recently. Everyone has become numb to this situation. This year is too difficult. When will it get better? From a historical perspective, it should take about 4 years. Those who don't have leverage should just wait it out.Tomorrow is the last trading day of August. If nothing unexpected happens, the monthly line will be green again. It won't be that the monthly line is all green for the entire third quarter, right?The number of shareholders has dropped a lot, with an average of 7,500 shares per person.

$Faraday Future Intelligent Electric Inc.(FFIE)$ Last report only 589,000 of cash on hand compared to 1.2 mill previous quarter. Net lost of 156 million. Do the math .. doubtful they will go bankrupt but guess what happens to shareholders. In 6 months your shares will be back under a dollar. Good luck. You will need a miracle.

$Li Auto(LI)$ Let's talk about the financial report1. Not much profit. Because of the mega accident, the cost of layoffs, etc., it is impossible to estimate the profit. There is no profit expectation. So, whatever you make, count.2. The company said that the gross profit rebounded in Q3. This is inevitable. The sales volume in Q2 was 108,000, and Q3 was 150,000, and the depreciation of each vehicle was much less. In addition, the NOA effect was obvious in July, and the proportion of MAX increased, which also greatly increased the gross profit.3. R&D continued to be 3 billion, which is very good.4. End-to-end continued to exceed expectations. In September, 10,000 people tested, the upper limit of the function is needles

$BYD COMPANY(01211)$ The net profit attributable to the parent company in the second quarter was 9.1 billion yuan, and the sales volume was 980,000 vehicles.The sales volume in the third quarter was 340,000 vehicles in July, and the conservative estimate was 360,000 vehicles in August and 380,000 vehicles in September. The optimistic estimate was 400,000 vehicles in August and 420,000 vehicles in September.The net profit attributable to the parent company in the third quarter was calculated based on the sales volume ratio, and the conservative calculation method was 10 billion yuan, and the optimistic calculation method was 10.8 billion yuan.Due to the scale effect, the net profit attributable to the parent company can

$EAST BUY(01797)$ Finally I understand why Dong Yuhui is being criticized.Mainly because Dong has too much traffic, not to mention the money he makes, but also caused a sharp decline in the performance of a certain company, and the boss's image is in jeopardy. What's the key? The key is that Guan Mou still supports Dong. It's simply amazing!I think some people are too narrow-minded.Another key point is that many people can only criticize and discredit Dong from a fictitious moral level. But they are unwilling to face their own bleak life. Unwilling to admit that they are not as successful as Dong. Oh, a failed life.

$BYD COMPANY(01211)$ When BYD Intelligent Driving is mentioned, it is even lower than L0 level, and when Huawei Intelligent Driving is mentioned, it is higher than L5 level. It is said that the public has a bright vision, but in fact it is the same as what is said in the book "The Crowd". Many people have paid attention to the cooperation between BYD Fangchengbao and Huawei. I think BYD's intentions are nothing more than three: promoting sales (bringing traffic to Fangchengbao), learning technology (multi-path learning from each other), and comparing results (self-developed BAS3.0+ and lower-end 3.0, low price but low-end), or all three, killing three birds with one stone.

$XPeng Inc.(XPEV)$ 2 years ago the CEO of Xpev sold 1.8 billion dollars worth of shares in 1 transaction only, they reported the sale to the SEC like is required by law, but he tried to keep it quiet, me and others posted the information on this board more than once. Now he bought 2 million shares, about 14 million dollars worth of shares and he makes sure everybody knows about that. This buy represents less than 1% of the money he got when he sold 1.8 billion dollars worth of shares. Sales are in the bottom every week so now his trying to create this idea that 'if I buy you should buy too'. Don't let them fool you, last year sales were over 140K cars, this year so far in almost 8 months is less than 68K cars.

$NIO Inc.(NIO)$ Only way NIO SP will rise, when the insiders start buying. I posted sometime ago that if NIO was happy offloading billions at $7.5, then insiders must be sure that's a fair deal. Sinilarly when it drops to a certain level they will start buying to offload to another investor later. That's the opportunity to sell and exit.