$XIAOMI-W(01810)$ Xiaomi's future might just be on wheels! Goldman Sachs has recently raised its forecast for Xiaomi's EV sales, increasing the 2025 estimate from 290,000 to 350,000 units and the 2026 figure from 480,000 to a substantial 655,000 units. This not only reflects the market's confidence in Xiaomi's EV business but also highlights its capability to penetrate the market with competitive products. To me, Xiaomi is not just a tech company—it's a steady growth engine, and profits naturally follow!
$3M(MMM)$96$ puts loading, $110 calls loading......... More Bearish with the downtrend in tech rt now. I'm just playing the numbers..... 1K up, 1K down. YOLO
$Taiwan Semiconductor Manufacturing(TSM)$ Buffet is right in the sense that TSM has high geopolitical risk which may trigger black swan event. For that I no longer buy and hold TSM like in the past. But it still plays an important role in high end chip manufacturing. Thus, I still want to participate in its success. To mitigate the risk, I swing trade my position and limit the holdings if filled maximum to be less than 3% of the portfolio. The bad thing is tax accrued which can trade in retirement account to avoid.
$Tesla Motors(TSLA)$ You got to look forward to make money in growth stocks. Looking backward doesn’t work. LMeanwhile, $TSLA Model Y has become the best selling EV in America after 18 mos. $TSLAQ swore it was just a bigger Model 3.