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Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig

Strategic Play within Last Mile Robotics; Initiating Outperform with $...

Company OverviewServe Robotics develops and operates AI-powered robots designed for last-mile food delivery of food and convenience items in urban cities with operations currently established in Miami, Dallas, Los Angeles, recent deployment in Atlanta as of June 26th, and Chicago confirmed as the f

Pierre FerraguÊ
  • Pierre FerraguÊ

Elon Musk wants 50 million H100 equivalent up and running by 2030 - Ou...

Musk ambitions to deploy 50m H100-equivalent GPUs for xAI within five years. In this note, we estimate the capex required and explore implications for tech infrastructure, in a single slide.

 PRESS RELEASE

XPENG Launches Global OTA 5.8.0 Update: Delivering Refined Experiences...

XPENG Launches Global OTA 5.8.0 Update: Delivering Refined Experiences for Diverse User Demands GUANGZHOU, China, Aug. 25, 2025 (GLOBE NEWSWIRE) -- XPENG Motors ("XPENG" or the "Company"; NYSE: XPEV, HKEX: 9868), a leading China-based high-tech company, announced that starting August 25, it will roll out the global OTA upgrade of XOS 5.8.0. This update is far more than a routine enhancement, it represents a thoughtfully localized, insight-driven integration of XPENG's core strengths in intelligent driving and smart cabin technologies, delivering a truly elevated experience for our user...

 PRESS RELEASE

NIO Inc. to Report Unaudited Second Quarter 2025 Financial Results on ...

NIO Inc. to Report Unaudited Second Quarter 2025 Financial Results on Tuesday, September 2, 2025 SHANGHAI, Aug. 20, 2025 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced that it will report its unaudited financial results for the second quarter ended June 30, 2025 on Tuesday, September 2, 2025, before the open of the U.S. markets. The Company’s management will host an earnings conference call at 8:00 AM U.S. Eastern Time on September 2, 2025 (8:00 PM Beijin...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Speculative Areas Still Leading; Staying Bullish We have discussed since late-July how the S&P 500 (SPX) had not closed below its 20-day MA for three months, but that even when it does, "all we would expect to happen is for a new, less-steep uptrend to form." That is precisely what has happened after the SPX finally lost its 20-day MA (for one whole day) on 8/1/25, only to get back to all-time highs last week. Therefore, we remain near-term bullish since our 4/22/25 Compass, and our intermediat...

 PRESS RELEASE

XPENG Reports Second Quarter 2025 Unaudited Financial Results

XPENG Reports Second Quarter 2025 Unaudited Financial Results Cash and cash equivalents, restricted cash, short-term investments and time deposits were RMB47.57 billion (US$6.64 billion) as of June 30, 2025Quarterly total revenues were RMB18.27 billion, a 125.3% increase year-over-yearQuarterly gross margin was 17.3%, an increase of 3.3 percentage points over the same period of 2024Quarterly vehicle margin was 14.3%, an increase of 7.9 percentage points over the same period of 2024 GUANGZHOU, China, Aug. 19, 2025 (GLOBE NEWSWIRE) -- XPeng Inc. (“XPENG” or the “Company,” NYSE: XPEV and HK...

Pierre FerraguÊ
  • Pierre FerraguÊ

CoreWeave profitability; DeepSeek’s ASIC try; Semicap; PC pull-forward...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 9 names we followed last week, follow the link below.

 PRESS RELEASE

Li Auto Inc. to Report Second Quarter 2025 Financial Results on August...

Li Auto Inc. to Report Second Quarter 2025 Financial Results on August 28, 2025 BEIJING, China, Aug. 15, 2025 (GLOBE NEWSWIRE) -- Li Auto Inc. (“Li Auto” or the “Company”) (Nasdaq: LI; HKEX: 2015), a leader in China’s new energy vehicle market, today announced that it will report its unaudited financial results for the second quarter of 2025 before the U.S. market opens on Thursday, August 28, 2025. The Company’s management will hold an earnings conference call on Thursday, August 28, 2025, at 8:00 A.M. U.S. Eastern Time or 8:00 P.M. Beijing/Hong Kong Time on the same day. For participa...

 PRESS RELEASE

XPENG and the Volkswagen Group Announce Entry into Agreement on Expand...

XPENG and the Volkswagen Group Announce Entry into Agreement on Expanding E/E Architecture Technical Collaboration The industry-leading Electrical/Electronic architecture (“E/E Architecture”) jointly developed by both parties will be not only integrated into Volkswagen's electric vehicle platforms, but also deployed across its ICE and PHEV platforms in China, thereby significantly expanding the strategic technical collaboration to broader markets.This Expanded Technical Collaboration on E/E Architecture marks another milestone in the long-term strategic partnership between XPENG and Volkswa...

Pierre FerraguÊ
  • Pierre FerraguÊ

AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 34 names we followed last week, follow the link below.

Pierre FerraguÊ
  • Pierre FerraguÊ

Dojo cancelled – AMD must be rejoicing: If even Elon can’t do it, who...

Bloomberg reported overnight that Tesla is shutting down its Dojo supercomputer. See below for key facts and our take.

Garvit Bhandari
  • Garvit Bhandari

US EV Charging Infrastructure Update - July 2025

This report provides the latest update on the US EV Charging Infrastructure. It contains information - about number of charging stations, number of charging ports, state-level information on EV Charging infrastructure as well as information on which company currently has the largest network of EV charging stations/ports in the United States.

 PRESS RELEASE

XPENG to Report Second Quarter 2025 Financial Results on Tuesday, Augu...

XPENG to Report Second Quarter 2025 Financial Results on Tuesday, August 19, 2025 - Earnings Call Scheduled for 8:00 a.m. ET on August 19, 2025 - GUANGZHOU, China, Aug. 05, 2025 (GLOBE NEWSWIRE) -- XPeng Inc. (“XPENG” or the “Company,” NYSE: XPEV and HKEX: 9868), a leading Chinese smart electric vehicle (“Smart EV”) company, today announced that it will report its second quarter 2025 unaudited financial results on Tuesday, August 19, 2025, before the open of U.S. markets. The Company’s management will host an earnings conference call at 8:00 AM U.S. Eastern Time on August 19, 2025 (8:00...

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