I have added $NIO guidance update of roughly 35-45K monthlies in Nov & Dec to this chart, comparing it to Tesla $TSLA in China. No idea why Tesla had such an abyssal October in China, but we should expect a bounce back. However, unless something changes, Tesla will likely make

It is no longer a China Bear Market … $BABA

I’ve ordered a 🇨🇳 humanoid robot 🤖! The last email leaving my 2025 mailbox was our order confirmation. In 2026, we’ll go hands-on: – real-world testing – use-case exploration – prototyping and business cases – and open discussions around humanoid robotics beyond the hype

Recently, CATL and NIO signed a five-year comprehensive strategic partnership. The collaboration spans technology, ecosystem, and market, accelerating EV innovation and new business models. Key focuses include long-life batteries and battery-swap compatibility,

- Questionable respect for (international) law - Questionable Central Bank independce - State interventionism & dirigisme targeting business operations to fulfil "higher goals" of government - Highly unpredictable "black box" Administration If market is happy to pay premium

Explaining the valuation premium of $XPEV over $NIO ?! 📺👉 app.dongxii.com/c/patreon-loun… $TSLA

So you are saying $NIO is turning the profit corner exactly at the same spot in time, where $TSLA historically did - and might follow their trajectory? Too funny, I had to borrow the chart of the NIO shorts for this one, as it now works against them.

We DŌNGXii.com bought this Humanoid Robot from 🇨🇳 Unboxing soon to see how far we can vibe code it: int main() { std::cout << "Hello World! 🤖"; return 0; } 🚨 If my X account becomes even weirder than usual, then Chinese AGI has taken over! Run! 🫡 为机器人服务!

The Chinese New Year Gala CCTV State Broadcast has become a proxy for humanoid robot advancements and industry watchers can compare the progress between the years.

There is no need for China to continue allowing gasoline cars to be sold. Supply can totally shift to 100% EV, if needed. Especially now.

I will live stream the $NIO Earnings Call with CEO Li Bin 📺 here: youtube.com/live/1VQ9B9gkC…

🇨🇳🤖 Can We Trust Chinese Humanoid Robots? We DŌNGXii.com Captured Its Network Traffic 📺👉 youtu.be/O1N70Epr91s?si… $TSLA

Many said Hong Kong was finished - but we didn't. Last year, I met Louis-Vincent Gave from Gavekal in HK after having him on our DŌNGXii.com YouTube channel. We both felt the narrative had swung too far. 30K people watched that episode. Now HK is cutting taxes to attract

Looking fwd to having you back Marcel Münch. I enjoyed our visit last time around. Can’t believe it’s already been a year. And yes, HK has bounced back in this past year. The vibe around town is now much more upbeat…

NXT EU Unfollowed. There is “no security” concerns here and it is a free business transaction. Go to the US if you want nationalistic protectionism. Europe should have thriving open markets that encourage competition and business.

At $JD Headquarters in Beijing earlier today.

This Chinese company gave a paralysed patient a Neuralink-like brain interface to link up AliPay / WeChat Pay for ... shopping on Taobao 🛍️ sending Hongbaos 🧧 🤯 Fun facts aside, this is very impressive, life-changing med tech obviously!

4 weeks ago Cathie Wood talked about Iran war: She was bullish Iran’s youth will topple the regime, now that they had depleted 90% of rockets. Even in the unlikely scenario that the regime could hold the line, this would only mean one thing: back to status quo before the

How many $NIO shares do you own?

What a warm “Welcome to Shanghai” by AGIBOT Wasn’t necessary to put on such a big show in your brand new building - but it really made my visit well worth it!