$XIAOMI-W(01810)$ Lei Jun’s pl

$XIAOMI-W(01810)$ Lei Jun’s planting ¥50 billion in chip R&D over the next decade—with ¥13.5 billion already burnt on the Xring O1 3 nm mobile SoC. This ain’t play‑money—Xiaomi wants to cut Qualcomm and MediaTek out of its margins and build an Apple‑style SoC moat .Cheap valuation + hardware‑tech pivot = recipe for a rerating if they pull off that chip roadmap without blowing cash.

PDD at $100: Will You Buy or Short After Earnings Miss?

Pinduoduo posted Q1 revenue of RMB 95.67 billion, missing the expected RMB 101.6 billion, leading to a 13% drop yesterday. Will you short or buy the dip of PDD? More pain ahead or a good entry level? Will PDD repeat last August's trend?

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