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$XIACF (1W)
US and China talks turning constructive. Perfect timing?
- P/E ~19x. Earnings up 76% YoY.
- Stock down 48% from ATH.
- Humanoid robots already running in their own EV factory
- $8.7B going into AI over 3 years. Own chips. Own OS.
- 30,000+ EVs delivered in April alone
-Robotics optionality not priced in? same supply chain as smartphones, own AI model, own factories as live testbed.
Smartphones + EVs + AI + Robotics
Probably one of the cheapest ways to play the China rebound.
Next earnings: May 27.