Aug. 19 at 11:36 AM
$LKNCY Guys, check out
$XPEV. Kind of reminds me of Luckin’s 2020 days in a way, back when
$1 price implied getting Luckin’s coffee business for free given the cash and investments on the Balance Sheet. Today, XPeng’s stock is trading at extremely cheap valuation. You’re practically getting the humanoid robotics business for free. Unitree just IPO’d and stock price 6x’d. XPEV has way more advanced robots than FIGURE AI and it’s more human-like than Unitree’s robots. At the current valuation, you’re basically getting the robotics business for free.